Carson Wealth (CWM LLC)’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
4,763
-690
| -13% | -$33.2K | ﹤0.01% | 2056 |
|
|
2025
Q1 | $265K | Sell |
5,453
-692
| -11% | -$33.6K | ﹤0.01% | 1742 |
|
|
2024
Q4 | $300K | Sell |
6,145
-1,368
| -18% | -$66.8K | ﹤0.01% | 1587 |
|
|
2024
Q3 | $467K | Sell |
7,513
-1,358
| -15% | -$84.4K | ﹤0.01% | 1341 |
|
|
2024
Q2 | $506K | Buy |
8,871
+787
| +10% | +$44.9K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $466K | Buy |
8,084
+566
| +8% | +$32.6K | ﹤0.01% | 1166 |
|
|
2023
Q4 | $514K | Buy |
7,518
+830
| +12% | +$56.7K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $380K | Sell |
6,688
-6,078
| -48% | -$345K | ﹤0.01% | 1067 |
|
|
2023
Q2 | $762K | Buy |
12,766
+7,708
| +152% | +$460K | ﹤0.01% | 799 |
|
|
2023
Q1 | $321K | Buy |
5,058
+375
| +8% | +$23.8K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $291K | Buy |
4,683
+1,356
| +41% | +$84.3K | ﹤0.01% | 964 |
|
|
2022
Q3 | $166K | Sell |
3,327
-18
| -0.5% | -$898 | ﹤0.01% | 1123 |
|
|
2022
Q2 | $188K | Buy |
3,345
+195
| +6% | +$11K | ﹤0.01% | 1063 |
|
|
2022
Q1 | $217K | Buy |
3,150
+1,642
| +109% | +$113K | ﹤0.01% | 1006 |
|
|
2021
Q4 | $81K | Buy |
+1,508
| New | +$81K | ﹤0.01% | 1386 |
|
|
2021
Q2 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 813 |
|
|
2020
Q4 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 813 |
|
|
2020
Q3 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 813 |
|
|
2020
Q2 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 813 |
|
|
2020
Q1 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 813 |
|
|
2019
Q4 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 813 |
|
|
2019
Q3 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 813 |
|
|
2019
Q2 | $263K | Hold |
4,043
| – | – | ﹤0.01% | 813 |
|
|
2019
Q1 | $263K | Buy |
4,043
+3,657
| +947% | +$238K | ﹤0.01% | 813 |
|
|
2018
Q4 | $17K | Buy |
386
+25
| +7% | +$1.1K | ﹤0.01% | 1181 |
|
|
2018
Q3 | $16K | Sell |
361
-62
| -15% | -$2.75K | ﹤0.01% | 1003 |
|
|
2018
Q2 | $19K | Buy |
423
+80
| +23% | +$3.59K | ﹤0.01% | 840 |
|
|
2018
Q1 | $14K | Buy |
343
+47
| +16% | +$1.92K | ﹤0.01% | 775 |
|
|
2017
Q4 | $12K | Hold |
296
| – | – | ﹤0.01% | 831 |
|
|
2017
Q3 | $11K | Hold |
296
| – | – | ﹤0.01% | 857 |
|
|
2017
Q2 | $9K | Hold |
296
| – | – | ﹤0.01% | 786 |
|
|
2017
Q1 | $10K | Buy |
296
+72
| +32% | +$2.43K | ﹤0.01% | 739 |
|
|
2016
Q4 | $7K | Hold |
224
| – | – | ﹤0.01% | 782 |
|
|
2016
Q3 | $7K | Hold |
224
| – | – | ﹤0.01% | 760 |
|
|
2016
Q2 | $6K | Buy |
+224
| New | +$6K | ﹤0.01% | 596 |
|
|
2014
Q1 | – | Sell |
-361
| Closed | -$21K | – | 174 |
|
|
2013
Q4 | $21K | Sell |
361
-591
| -62% | -$34.4K | ﹤0.01% | 332 |
|
|
2013
Q3 | $54K | Buy |
+952
| New | +$54K | 0.01% | 181 |
|