Bartlett & Co Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.6K | Hold |
2,008
| – | – | ﹤0.01% | 551 |
|
|
2025
Q1 | $97.5K | Hold |
2,008
| – | – | ﹤0.01% | 549 |
|
|
2024
Q4 | $98.1K | Hold |
2,008
| – | – | ﹤0.01% | 542 |
|
|
2024
Q3 | $128K | Hold |
2,008
| – | – | ﹤0.01% | 508 |
|
|
2024
Q2 | $115K | Hold |
2,008
| – | – | ﹤0.01% | 520 |
|
|
2024
Q1 | $116K | Buy |
2,008
+8
| +0.4% | +$462 | ﹤0.01% | 525 |
|
|
2023
Q4 | $137K | Hold |
2,000
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $114K | Sell |
2,000
-150
| -7% | -$8.53K | ﹤0.01% | 520 |
|
|
2023
Q2 | $128K | Buy |
2,150
+2,000
| +1,333% | +$119K | ﹤0.01% | 511 |
|
|
2023
Q1 | $9.51K | Sell |
150
-160
| -52% | -$10.1K | ﹤0.01% | 830 |
|
|
2022
Q4 | $19.2K | Hold |
310
| – | – | ﹤0.01% | 727 |
|
|
2022
Q3 | $15.5K | Hold |
310
| – | – | ﹤0.01% | 747 |
|
|
2022
Q2 | $17.4K | Sell |
310
-38
| -11% | -$2.14K | ﹤0.01% | 758 |
|
|
2022
Q1 | $23.9K | Buy |
+348
| New | +$23.9K | ﹤0.01% | 706 |
|
|
2021
Q4 | – | Sell |
-348
| Closed | -$16.6K | – | 454 |
|
|
2021
Q3 | $16.6K | Sell |
348
-22
| -6% | -$1.05K | ﹤0.01% | 656 |
|
|
2021
Q2 | $24K | Hold |
370
| – | – | ﹤0.01% | 605 |
|
|
2021
Q1 | $22.9K | Hold |
370
| – | – | ﹤0.01% | 648 |
|
|
2020
Q4 | $21.6K | Buy |
370
+22
| +6% | +$1.28K | ﹤0.01% | 656 |
|
|
2020
Q3 | $16K | Hold |
348
| – | – | ﹤0.01% | 638 |
|
|
2020
Q2 | $15.4K | Hold |
348
| – | – | ﹤0.01% | 637 |
|
|
2020
Q1 | $11.4K | Hold |
348
| – | – | ﹤0.01% | 644 |
|
|
2019
Q4 | $17K | Hold |
348
| – | – | ﹤0.01% | 674 |
|
|
2019
Q3 | $15.3K | Hold |
348
| – | – | ﹤0.01% | 693 |
|
|
2019
Q2 | $18K | Hold |
348
| – | – | ﹤0.01% | 540 |
|
|
2019
Q1 | $16.9K | Hold |
348
| – | – | ﹤0.01% | 532 |
|
|
2018
Q4 | $15K | Hold |
348
| – | – | ﹤0.01% | 541 |
|
|
2018
Q3 | $15.5K | Hold |
348
| – | – | ﹤0.01% | 568 |
|
|
2018
Q2 | $15.5K | Hold |
348
| – | – | ﹤0.01% | 557 |
|
|
2018
Q1 | $13.8K | Buy |
+348
| New | +$13.8K | ﹤0.01% | 578 |
|