Cerity Partners’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Buy |
109,443
+8,522
| +8% | +$410K | 0.01% | 781 |
|
|
2025
Q1 | $4.9M | Buy |
100,921
+29,258
| +41% | +$1.42M | 0.01% | 738 |
|
|
2024
Q4 | $4.01M | Sell |
71,663
-12,929
| -15% | -$723K | 0.01% | 808 |
|
|
2024
Q3 | $5.26M | Buy |
84,592
+17,191
| +26% | +$1.07M | 0.01% | 679 |
|
|
2024
Q2 | $3.85M | Sell |
67,401
-69,342
| -51% | -$3.96M | 0.01% | 687 |
|
|
2024
Q1 | $7.89M | Buy |
136,743
+28,490
| +26% | +$1.64M | 0.02% | 524 |
|
|
2023
Q4 | $7.39M | Sell |
108,253
-300
| -0.3% | -$20.5K | 0.02% | 430 |
|
|
2023
Q3 | $6.17M | Buy |
108,553
+29,169
| +37% | +$1.66M | 0.03% | 379 |
|
|
2023
Q2 | $4.74M | Buy |
79,384
+1,616
| +2% | +$96.4K | 0.02% | 506 |
|
|
2023
Q1 | $5.69M | Buy |
77,768
+4,897
| +7% | +$359K | 0.01% | 465 |
|
|
2022
Q4 | $4.52M | Buy |
72,871
+61,027
| +515% | +$3.79M | 0.03% | 380 |
|
|
2022
Q3 | $593K | Sell |
11,844
-32,884
| -74% | -$1.65M | 0.01% | 651 |
|
|
2022
Q2 | $2.51M | Buy |
44,728
+33,645
| +304% | +$1.89M | 0.03% | 360 |
|
|
2022
Q1 | $765K | Buy |
+11,083
| New | +$765K | 0.01% | 491 |
|