Cape Investment Advisory’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.3K | Sell |
235
-139
| -37% | -$6.68K | ﹤0.01% | 617 |
|
2025
Q1 | $18.1K | Sell |
374
-369
| -50% | -$17.9K | 0.01% | 498 |
|
2024
Q4 | $36.3K | Buy |
743
+1
| +0.1% | +$49 | 0.01% | 383 |
|
2024
Q3 | $46.1K | Hold |
742
| – | – | 0.02% | 331 |
|
2024
Q2 | $42.4K | Sell |
742
-179
| -19% | -$10.2K | 0.02% | 316 |
|
2024
Q1 | $53.2K | Buy |
921
+15
| +2% | +$866 | 0.02% | 301 |
|
2023
Q4 | $61.9K | Buy |
906
+267
| +42% | +$18.2K | 0.03% | 308 |
|
2023
Q3 | $36.4K | Buy |
639
+174
| +37% | +$9.9K | 0.02% | 345 |
|
2023
Q2 | $27.7K | Buy |
465
+330
| +244% | +$19.7K | 0.02% | 384 |
|
2023
Q1 | $8.56K | Buy |
+135
| New | +$8.56K | 0.01% | 570 |
|