Compass Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,765
| Closed | -$134K | – | 180 |
|
|
2025
Q1 | $134K | Sell |
2,765
-485
| -15% | -$23.5K | 0.03% | 173 |
|
|
2024
Q4 | $159K | Sell |
3,250
-250
| -7% | -$12.2K | 0.04% | 161 |
|
|
2024
Q3 | $217K | Sell |
3,500
-110
| -3% | -$6.83K | 0.05% | 153 |
|
|
2024
Q2 | $206K | Hold |
3,610
| – | – | 0.05% | 156 |
|
|
2024
Q1 | $208K | Hold |
3,610
| – | – | 0.05% | 155 |
|
|
2023
Q4 | $247K | Sell |
3,610
-75
| -2% | -$5.12K | 0.07% | 141 |
|
|
2023
Q3 | $210K | Sell |
3,685
-175
| -5% | -$9.95K | 0.07% | 152 |
|
|
2023
Q2 | $230K | Sell |
3,860
-325
| -8% | -$19.4K | 0.07% | 149 |
|
|
2023
Q1 | $265K | Hold |
4,185
| – | – | 0.08% | 141 |
|
|
2022
Q4 | $260K | Buy |
+4,185
| New | +$260K | 0.09% | 138 |
|