Capital Wealth Planning’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-14,056
| Closed | -$686K | – | 142 |
|
2024
Q4 | $686K | Buy |
14,056
+1,136
| +9% | +$55.5K | 0.01% | 99 |
|
2024
Q3 | $802K | Sell |
12,920
-2,662
| -17% | -$165K | 0.01% | 97 |
|
2024
Q2 | $890K | Buy |
15,582
+62
| +0.4% | +$3.54K | 0.01% | 93 |
|
2024
Q1 | $895K | Buy |
15,520
+3,164
| +26% | +$183K | 0.01% | 94 |
|
2023
Q4 | $844K | Sell |
12,356
-1,594
| -11% | -$109K | 0.01% | 86 |
|
2023
Q3 | $793K | Buy |
13,950
+7,422
| +114% | +$422K | 0.01% | 77 |
|
2023
Q2 | $390K | Sell |
6,528
-204
| -3% | -$12.2K | ﹤0.01% | 108 |
|
2023
Q1 | $427K | Buy |
+6,732
| New | +$427K | 0.01% | 107 |
|