Concord Wealth Partners’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$391 | – | 831 |
|
|
2024
Q4 | $391 | Hold |
8
| – | – | ﹤0.01% | 872 |
|
|
2024
Q3 | $497 | Buy |
+8
| New | +$497 | ﹤0.01% | 899 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$13.7K | – | 859 |
|
|
2023
Q4 | $13.7K | Sell |
200
-18
| -8% | -$1.23K | ﹤0.01% | 527 |
|
|
2023
Q3 | $12.4K | Hold |
218
| – | – | ﹤0.01% | 585 |
|
|
2023
Q2 | $13K | Hold |
218
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $13.8K | Sell |
218
-6
| -3% | -$380 | ﹤0.01% | 550 |
|
|
2022
Q4 | $13.9K | Buy |
+224
| New | +$13.9K | ﹤0.01% | 590 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$1K | – | 255 |
|
|
2022
Q2 | $1K | Sell |
24
-3
| -11% | -$125 | ﹤0.01% | 1102 |
|
|
2022
Q1 | $2K | Sell |
27
-150
| -85% | -$11.1K | ﹤0.01% | 1069 |
|
|
2021
Q4 | $10K | Buy |
177
+157
| +785% | +$8.87K | ﹤0.01% | 774 |
|
|
2021
Q3 | $1K | Sell |
20
-260
| -93% | -$13K | ﹤0.01% | 807 |
|
|
2021
Q2 | $18K | Hold |
280
| – | – | 0.01% | 518 |
|
|
2021
Q1 | $17K | Buy |
+280
| New | +$17K | 0.01% | 496 |
|