Clearstead 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 | – | Sell |
-384
| Closed | -$27.1K | – | 2322 |
|
|
2025
Q4 | $23.2K | Buy |
384
+326
| +562% | +$18.5K | ﹤0.01% | 1668 |
|
|
2025
Q3 | $3.23K | Sell |
58
-47
| -45% | -$2.5K | ﹤0.01% | 2313 |
|
|
2025
Q2 | $5.05K | Hold |
105
| – | – | ﹤0.01% | 2106 |
|
|
2025
Q1 | $5.1K | Sell |
105
-291
| -73% | -$14.5K | ﹤0.01% | 1745 |
|
|
2024
Q4 | $19.3K | Buy |
396
+11
| +3% | +$598 | ﹤0.01% | 1402 |
|
|
2024
Q3 | $23.9K | Sell |
385
-259
| -40% | -$14.3K | ﹤0.01% | 1377 |
|
|
2024
Q2 | $36.8K | Buy |
644
+101
| +19% | +$5.87K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $31K | Sell |
543
-104
| -16% | -$6.22K | ﹤0.01% | 863 |
|
|
2023
Q4 | $44.2K | Buy |
647
+105
| +19% | +$6.34K | ﹤0.01% | 771 |
|
|
2023
Q3 | $30.8K | Buy |
542
+288
| +113% | +$16.8K | ﹤0.01% | 957 |
|
|
2023
Q2 | $15.2K | Hold |
254
| – | – | ﹤0.01% | 932 |
|
|
2023
Q1 | $16.1K | Hold |
254
| – | – | ﹤0.01% | 881 |
|
|
2022
Q4 | $15.8K | Buy |
254
+58
| +30% | +$3.26K | ﹤0.01% | 840 |
|
|
2022
Q3 | $10K | Sell |
196
-131
| -40% | -$6.94K | ﹤0.01% | 884 |
|
|
2022
Q2 | $18K | Sell |
327
-40
| -11% | -$2.48K | ﹤0.01% | 824 |
|
|
2022
Q1 | $25K | Hold |
367
| – | – | ﹤0.01% | 812 |
|
|
2021
Q4 | $20K | Hold |
367
| – | – | ﹤0.01% | 828 |
|
|
2021
Q3 | $18K | Buy |
367
+116
| +46% | +$7.08K | ﹤0.01% | 841 |
|
|
2021
Q2 | $16K | Buy |
251
+31
| +14% | +$2.05K | ﹤0.01% | 734 |
|
|
2021
Q1 | $14K | Hold |
220
| – | – | ﹤0.01% | 734 |
|
|
2020
Q4 | $13K | Hold |
220
| – | – | ﹤0.01% | 681 |
|
|
2020
Q3 | $10K | Hold |
220
| – | – | ﹤0.01% | 660 |
|
|
2020
Q2 | $10K | Sell |
220
-145
| -40% | -$5.68K | ﹤0.01% | 599 |
|
|
2020
Q1 | $12K | Buy |
+365
| New | +$15.2K | ﹤0.01% | 555 |
|
Other funds holding BHP
