Choate Investment Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
9,118
+2,750
| +43% | +$132K | 0.01% | 284 |
|
|
2025
Q1 | $309K | Buy |
6,368
+135
| +2% | +$6.55K | 0.01% | 320 |
|
|
2024
Q4 | $304K | Buy |
6,233
+2,942
| +89% | +$144K | 0.01% | 325 |
|
|
2024
Q3 | $204K | Buy |
+3,291
| New | +$204K | 0.01% | 373 |
|
|
2024
Q1 | – | Sell |
-13,119
| Closed | -$896K | – | 408 |
|
|
2023
Q4 | $896K | Sell |
13,119
-2,218
| -14% | -$152K | 0.03% | 196 |
|
|
2023
Q3 | $872K | Hold |
15,337
| – | – | 0.03% | 179 |
|
|
2023
Q2 | $915K | Buy |
15,337
+1,393
| +10% | +$83.1K | 0.04% | 149 |
|
|
2023
Q1 | $884K | Hold |
13,944
| – | – | 0.04% | 135 |
|
|
2022
Q4 | $865K | Buy |
+13,944
| New | +$865K | 0.05% | 136 |
|
|
2022
Q2 | – | Sell |
-3,188
| Closed | -$220K | – | 326 |
|
|
2022
Q1 | $220K | Buy |
+3,188
| New | +$220K | 0.01% | 278 |
|
|
2021
Q3 | – | Sell |
-3,188
| Closed | -$207K | – | 308 |
|
|
2021
Q2 | $207K | Buy |
+3,188
| New | +$207K | 0.01% | 261 |
|
|
2018
Q1 | – | Sell |
-7,832
| Closed | -$321K | – | 233 |
|
|
2017
Q4 | $321K | Hold |
7,832
| – | – | 0.02% | 200 |
|
|
2017
Q3 | $283K | Sell |
7,832
-281
| -3% | -$10.2K | 0.02% | 213 |
|
|
2017
Q2 | $258K | Sell |
8,113
-953
| -11% | -$30.3K | 0.01% | 217 |
|
|
2017
Q1 | $294K | Hold |
9,066
| – | – | 0.02% | 209 |
|
|
2016
Q4 | $289K | Buy |
9,066
+225
| +3% | +$7.18K | 0.02% | 203 |
|
|
2016
Q3 | $273K | Buy |
+8,841
| New | +$273K | 0.02% | 203 |
|