Caldwell Trust’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.2K | Hold |
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|
2025
Q2 | $31.3K | Hold |
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|
2025
Q1 | $31.6K | Hold |
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|
2024
Q4 | $31.7K | Hold |
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|
2024
Q3 | $40.4K | Hold |
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|
2024
Q2 | $37.1K | Hold |
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|
2024
Q1 | $37.5K | Hold |
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|
2023
Q4 | $44.4K | Hold |
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|
2023
Q3 | $37K | Hold |
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|
2023
Q2 | $38.8K | Hold |
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|
2023
Q1 | $41.2K | Hold |
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|
2022
Q4 | $40.3K | Hold |
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|
2022
Q3 | $32.5K | Hold |
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|
2022
Q2 | $36.5K | Sell |
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|
2022
Q1 | $54.1K | Hold |
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|
2021
Q4 | $42.2K | Hold |
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|
2021
Q3 | $37.5K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $48.6K | Hold |
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|
2020
Q4 | $45.7K | Hold |
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|
2020
Q3 | $36.2K | Sell |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $33.9K | Sell |
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|
2019
Q4 | $57.4K | Buy |
|