Cohen 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 | $2.87M | Buy |
59,668
+3,554
| +6% | +$171K | 1.5% | 32 |
|
|
2025
Q1 | $2.72M | Buy |
56,114
+6,166
| +12% | +$299K | 1.58% | 30 |
|
|
2024
Q4 | $2.44M | Sell |
49,948
-2,014
| -4% | -$98.3K | 1.47% | 32 |
|
|
2024
Q3 | $3.23M | Buy |
51,962
+5,515
| +12% | +$343K | 1.97% | 19 |
|
|
2024
Q2 | $2.64M | Sell |
46,447
-1,118
| -2% | -$63.6K | 2.12% | 15 |
|
|
2024
Q1 | $2.74M | Buy |
47,565
+1,245
| +3% | +$71.8K | 1.78% | 26 |
|
|
2023
Q4 | $3.16M | Sell |
46,320
-127
| -0.3% | -$8.68K | 2.33% | 11 |
|
|
2023
Q3 | $2.64M | Buy |
46,447
+3,195
| +7% | +$182K | 2.12% | 15 |
|
|
2023
Q2 | $2.58M | Sell |
43,252
-2,684
| -6% | -$160K | 2.08% | 16 |
|
|
2023
Q1 | $2.91M | Sell |
45,936
-872
| -2% | -$55.3K | 2.3% | 8 |
|
|
2022
Q4 | $2.9M | Buy |
46,808
+2,996
| +7% | +$186K | 2.42% | 12 |
|
|
2022
Q3 | $2.19M | Buy |
43,812
+1,132
| +3% | +$56.6K | 2.01% | 19 |
|
|
2022
Q2 | $2.4M | Sell |
42,680
-4,987
| -10% | -$280K | 2.05% | 18 |
|
|
2022
Q1 | $3.29M | Buy |
47,667
+132
| +0.3% | +$9.1K | 2.44% | 7 |
|
|
2021
Q4 | $2.56M | Buy |
47,535
+441
| +0.9% | +$23.7K | 1.82% | 21 |
|
|
2021
Q3 | $2.25M | Buy |
47,094
+570
| +1% | +$27.2K | 1.72% | 28 |
|
|
2021
Q2 | $3.02M | Sell |
46,524
-2,652
| -5% | -$172K | 2.35% | 15 |
|
|
2021
Q1 | $3.07M | Buy |
49,176
+2,947
| +6% | +$184K | 2.5% | 7 |
|
|
2020
Q4 | $2.7M | Buy |
+46,229
| New | +$2.7M | 2.43% | 7 |
|