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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48K | Hold |
660
| – | – | ﹤0.01% | 497 |
|
|
2025
Q4 | $39.8K | Buy |
660
+10
| +2% | +$568 | ﹤0.01% | 507 |
|
|
2025
Q3 | $36.2K | Hold |
650
| – | – | ﹤0.01% | 513 |
|
|
2025
Q2 | $31.3K | Hold |
650
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $31.6K | Hold |
650
| – | – | ﹤0.01% | 507 |
|
|
2024
Q4 | $31.7K | Hold |
650
| – | – | ﹤0.01% | 500 |
|
|
2024
Q3 | $40.4K | Hold |
650
| – | – | ﹤0.01% | 480 |
|
|
2024
Q2 | $37.1K | Hold |
650
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $37.5K | Hold |
650
| – | – | ﹤0.01% | 489 |
|
|
2023
Q4 | $44.4K | Hold |
650
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $37K | Hold |
650
| – | – | 0.01% | 479 |
|
|
2023
Q2 | $38.8K | Hold |
650
| – | – | 0.01% | 485 |
|
|
2023
Q1 | $41.2K | Hold |
650
| – | – | 0.01% | 465 |
|
|
2022
Q4 | $40.3K | Hold |
650
| – | – | 0.01% | 456 |
|
|
2022
Q3 | $32.5K | Hold |
650
| – | – | ﹤0.01% | 485 |
|
|
2022
Q2 | $36.5K | Sell |
650
-135
| -17% | -$8.38K | 0.01% | 489 |
|
|
2022
Q1 | $54.1K | Hold |
785
| – | – | 0.01% | 451 |
|
|
2021
Q4 | $42.2K | Hold |
785
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $37.5K | Hold |
785
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $51K | Hold |
785
| – | – | 0.01% | 445 |
|
|
2021
Q1 | $48.6K | Hold |
785
| – | – | 0.01% | 435 |
|
|
2020
Q4 | $45.7K | Hold |
785
| – | – | 0.01% | 431 |
|
|
2020
Q3 | $36.2K | Sell |
785
-140
| -15% | -$6.74K | 0.01% | 446 |
|
|
2020
Q2 | $41K | Sell |
925
-112
| -11% | -$4.38K | 0.01% | 438 |
|
|
2020
Q1 | $33.9K | Sell |
1,037
-140
| -12% | -$5.84K | 0.01% | 464 |
|
|
2019
Q4 | $57.4K | Buy |
+1,177
| New | +$53.5K | 0.01% | 437 |
|
Other funds holding BHP
