BWAM
Boyd Watterson Asset Management’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Hold |
360
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $17.5K | Hold |
360
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $17.6K | Hold |
360
| – | – | ﹤0.01% | 274 |
|
|
2024
Q3 | $22.4K | Sell |
360
-8
| -2% | -$497 | 0.01% | 252 |
|
|
2024
Q2 | $21K | Hold |
368
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $21.2K | Hold |
368
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $25.1K | Hold |
368
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $20.9K | Hold |
368
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $22K | Hold |
368
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $23.3K | Hold |
368
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $22.8K | Buy |
+368
| New | +$22.8K | 0.01% | 248 |
|
|
2016
Q4 | – | Sell |
-6,205
| Closed | -$215K | – | 145 |
|
|
2016
Q3 | $215K | Sell |
6,205
-2,009
| -24% | -$69.6K | 0.11% | 158 |
|
|
2016
Q2 | $235K | Sell |
8,214
-112
| -1% | -$3.2K | 0.11% | 159 |
|
|
2016
Q1 | $216K | Buy |
+8,326
| New | +$216K | 0.1% | 161 |
|
|
2015
Q4 | – | Sell |
-8,334
| Closed | -$264K | – | 168 |
|
|
2015
Q3 | $264K | Sell |
8,334
-17
| -0.2% | -$539 | 0.11% | 148 |
|
|
2015
Q2 | $340K | Buy |
8,351
+18
| +0.2% | +$733 | 0.13% | 140 |
|
|
2015
Q1 | $387K | Buy |
8,333
+1,908
| +30% | +$88.6K | 0.16% | 133 |
|
|
2014
Q4 | $304K | Sell |
6,425
-2,443
| -28% | -$116K | 0.13% | 139 |
|
|
2014
Q3 | $522K | Hold |
8,868
| – | – | 0.23% | 114 |
|
|
2014
Q2 | $607K | Sell |
8,868
-28
| -0.3% | -$1.92K | 0.26% | 100 |
|
|
2014
Q1 | $603K | Buy |
8,896
+472
| +6% | +$32K | 0.28% | 93 |
|
|
2013
Q4 | $575K | Buy |
8,424
+857
| +11% | +$58.5K | 0.27% | 97 |
|
|
2013
Q3 | $503K | Buy |
7,567
+888
| +13% | +$59K | 0.24% | 101 |
|
|
2013
Q2 | $385K | Buy |
+6,679
| New | +$385K | 0.2% | 115 |
|