CWM
Cadence Wealth Management’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
15,308
+1,303
| +9% | +$62.7K | 0.49% | 27 |
|
|
2025
Q1 | $680K | Buy |
14,005
+3,430
| +32% | +$166K | 0.5% | 22 |
|
|
2024
Q4 | $516K | Buy |
10,575
+470
| +5% | +$23K | 0.34% | 30 |
|
|
2024
Q3 | $628K | Buy |
10,105
+78
| +0.8% | +$4.85K | 0.51% | 20 |
|
|
2024
Q2 | $572K | Buy |
10,027
+994
| +11% | +$56.7K | 0.4% | 24 |
|
|
2024
Q1 | $521K | Buy |
9,033
+35
| +0.4% | +$2.02K | 0.54% | 14 |
|
|
2023
Q4 | $615K | Buy |
8,998
+1,111
| +14% | +$75.9K | 0.48% | 15 |
|
|
2023
Q3 | $449K | Buy |
7,887
+3,375
| +75% | +$192K | 0.37% | 20 |
|
|
2023
Q2 | $269K | Buy |
4,512
+669
| +17% | +$39.9K | 0.26% | 29 |
|
|
2023
Q1 | $244K | Buy |
+3,843
| New | +$244K | 0.25% | 25 |
|