CAPTRUST Financial Advisors’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 | $1.49M | Buy |
20,439
+2,038
| +11% | +$144K | ﹤0.01% | 1372 |
|
|
2025
Q4 | $1.11M | Sell |
18,401
-20,361
| -53% | -$1.16M | ﹤0.01% | 1440 |
|
|
2025
Q3 | $2.16M | Sell |
38,762
-1,084
| -3% | -$57.7K | ﹤0.01% | 991 |
|
|
2025
Q2 | $1.92M | Buy |
39,846
+756
| +2% | +$36.3K | ﹤0.01% | 986 |
|
|
2025
Q1 | $1.9M | Sell |
39,090
-12,071
| -24% | -$601K | ﹤0.01% | 934 |
|
|
2024
Q4 | $2.5M | Sell |
51,161
-107,649
| -68% | -$5.85M | 0.01% | 790 |
|
|
2024
Q3 | $9.86M | Sell |
158,810
-1,789
| -1% | -$98.8K | 0.03% | 385 |
|
|
2024
Q2 | $9.17M | Buy |
160,599
+1,798
| +1% | +$104K | 0.03% | 370 |
|
|
2024
Q1 | $9.16M | Sell |
158,801
-39,632
| -20% | -$2.37M | 0.03% | 359 |
|
|
2023
Q4 | $13.6M | Buy |
198,433
+12,150
| +7% | +$733K | 0.05% | 313 |
|
|
2023
Q3 | $10.6M | Buy |
186,283
+42,838
| +30% | +$2.5M | 0.04% | 329 |
|
|
2023
Q2 | $8.56M | Buy |
143,445
+11,174
| +8% | +$666K | 0.03% | 361 |
|
|
2023
Q1 | $8.39M | Buy |
132,271
+69,944
| +112% | +$4.51M | 0.04% | 325 |
|
|
2022
Q4 | $3.87M | Buy |
62,327
+1,617
| +3% | +$90.9K | 0.02% | 509 |
|
|
2022
Q3 | $3.04M | Buy |
60,710
+11,466
| +23% | +$607K | 0.02% | 545 |
|
|
2022
Q2 | $2.77M | Buy |
49,244
+2,059
| +4% | +$128K | 0.02% | 520 |
|
|
2022
Q1 | $3.25M | Buy |
47,185
+27,237
| +137% | +$1.65M | 0.02% | 468 |
|
|
2021
Q4 | $1.07M | Sell |
19,948
-665
| -3% | -$33.3K | 0.01% | 787 |
|
|
2021
Q3 | $984K | Buy |
20,613
+1,862
| +10% | +$114K | 0.01% | 761 |
|
|
2021
Q2 | $1.22M | Sell |
18,751
-1,613
| -8% | -$107K | 0.01% | 651 |
|
|
2021
Q1 | $1.26M | Buy |
20,364
+5,361
| +36% | +$345K | 0.01% | 608 |
|
|
2020
Q4 | $875K | Buy |
15,003
+432
| +3% | +$21.7K | 0.01% | 648 |
|
|
2020
Q3 | $667K | Buy |
14,571
+7,592
| +109% | +$365K | 0.01% | 630 |
|
|
2020
Q2 | $308K | Buy |
6,979
+48
| +0.7% | +$1.88K | 0.01% | 860 |
|
|
2020
Q1 | $222K | Sell |
6,931
-632
| -8% | -$26.4K | ﹤0.01% | 819 |
|
|
2019
Q4 | $371K | Buy |
+7,563
| New | +$344K | 0.01% | 781 |
|
Other funds holding BHP
