Creative Planning’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
182,602
+22,683
| +14% | +$1.09M | 0.01% | 548 |
|
|
2025
Q1 | $7.76M | Sell |
159,919
-4,562
| -3% | -$221K | 0.01% | 568 |
|
|
2024
Q4 | $8.03M | Buy |
164,481
+16,983
| +12% | +$829K | 0.01% | 526 |
|
|
2024
Q3 | $9.16M | Sell |
147,498
-5,445
| -4% | -$338K | 0.01% | 462 |
|
|
2024
Q2 | $8.73M | Buy |
152,943
+23,965
| +19% | +$1.37M | 0.01% | 448 |
|
|
2024
Q1 | $7.44M | Sell |
128,978
-8,643
| -6% | -$499K | 0.01% | 483 |
|
|
2023
Q4 | $9.4M | Buy |
137,621
+27,204
| +25% | +$1.86M | 0.02% | 393 |
|
|
2023
Q3 | $6.28M | Sell |
110,417
-2,320
| -2% | -$132K | 0.01% | 463 |
|
|
2023
Q2 | $6.73M | Buy |
112,737
+3,108
| +3% | +$185K | 0.01% | 441 |
|
|
2023
Q1 | $6.95M | Buy |
109,629
+8,297
| +8% | +$526K | 0.01% | 416 |
|
|
2022
Q4 | $6.29M | Buy |
101,332
+4,177
| +4% | +$259K | 0.01% | 431 |
|
|
2022
Q3 | $4.86M | Buy |
97,155
+9,289
| +11% | +$465K | 0.01% | 444 |
|
|
2022
Q2 | $4.94M | Buy |
87,866
+23,773
| +37% | +$1.34M | 0.01% | 453 |
|
|
2022
Q1 | $4.42M | Buy |
64,093
+19,038
| +42% | +$1.31M | 0.01% | 485 |
|
|
2021
Q4 | $2.43M | Sell |
45,055
-14,399
| -24% | -$775K | ﹤0.01% | 632 |
|
|
2021
Q3 | $2.84M | Buy |
59,454
+39,859
| +203% | +$1.9M | 0.01% | 571 |
|
|
2021
Q2 | $1.27M | Sell |
19,595
-16,963
| -46% | -$1.1M | ﹤0.01% | 836 |
|
|
2021
Q1 | $2.26M | Sell |
36,558
-3,921
| -10% | -$243K | ﹤0.01% | 664 |
|
|
2020
Q4 | $2.36M | Buy |
40,479
+4,424
| +12% | +$258K | 0.01% | 598 |
|
|
2020
Q3 | $1.66M | Buy |
36,055
+9,153
| +34% | +$422K | ﹤0.01% | 618 |
|
|
2020
Q2 | $1.19M | Sell |
26,902
-501
| -2% | -$22.2K | ﹤0.01% | 671 |
|
|
2020
Q1 | $897K | Sell |
27,403
-618
| -2% | -$20.2K | ﹤0.01% | 687 |
|
|
2019
Q4 | $1.37M | Sell |
28,021
-3,862
| -12% | -$189K | ﹤0.01% | 655 |
|
|
2019
Q3 | $1.4M | Buy |
31,883
+957
| +3% | +$42.1K | ﹤0.01% | 609 |
|
|
2019
Q2 | $1.6M | Buy |
30,926
+946
| +3% | +$49K | 0.01% | 563 |
|
|
2019
Q1 | $1.46M | Sell |
29,980
-1,007
| -3% | -$49.1K | 0.01% | 578 |
|
|
2018
Q4 | $1.34M | Buy |
30,987
+10,130
| +49% | +$436K | 0.01% | 549 |
|
|
2018
Q3 | $927K | Buy |
20,857
+180
| +0.9% | +$8K | ﹤0.01% | 793 |
|
|
2018
Q2 | $922K | Sell |
20,677
-248
| -1% | -$11.1K | ﹤0.01% | 781 |
|
|
2018
Q1 | $829K | Buy |
20,925
+5,362
| +34% | +$212K | ﹤0.01% | 827 |
|
|
2017
Q4 | $638K | Buy |
15,563
+723
| +5% | +$29.6K | ﹤0.01% | 924 |
|
|
2017
Q3 | $537K | Buy |
14,840
+611
| +4% | +$22.1K | ﹤0.01% | 1008 |
|
|
2017
Q2 | $452K | Sell |
14,229
-1,209
| -8% | -$38.4K | ﹤0.01% | 1061 |
|
|
2017
Q1 | $500K | Sell |
15,438
-284
| -2% | -$9.2K | ﹤0.01% | 984 |
|
|
2016
Q4 | $502K | Buy |
15,722
+2,733
| +21% | +$87.3K | ﹤0.01% | 915 |
|
|
2016
Q3 | $401K | Buy |
12,989
+1,127
| +10% | +$34.8K | ﹤0.01% | 1006 |
|
|
2016
Q2 | $302K | Sell |
11,862
-2,426
| -17% | -$61.8K | ﹤0.01% | 1037 |
|
|
2016
Q1 | $330K | Sell |
14,288
-877
| -6% | -$20.3K | ﹤0.01% | 937 |
|
|
2015
Q4 | $348K | Sell |
15,165
-3,080
| -17% | -$70.7K | ﹤0.01% | 916 |
|
|
2015
Q3 | $515K | Buy |
18,245
+2,396
| +15% | +$67.6K | ﹤0.01% | 729 |
|
|
2015
Q2 | $576K | Buy |
15,849
+1,784
| +13% | +$64.8K | 0.01% | 619 |
|
|
2015
Q1 | $553K | Sell |
14,065
-2,728
| -16% | -$107K | 0.01% | 691 |
|
|
2014
Q4 | $672K | Buy |
16,793
+1,300
| +8% | +$52K | 0.01% | 577 |
|
|
2014
Q3 | $771K | Buy |
15,493
+7,427
| +92% | +$370K | 0.01% | 494 |
|
|
2014
Q2 | $467K | Sell |
8,066
-901
| -10% | -$52.2K | 0.01% | 671 |
|
|
2014
Q1 | $514K | Sell |
8,967
-996
| -10% | -$57.1K | 0.01% | 602 |
|
|
2013
Q4 | $575K | Buy |
9,963
+787
| +9% | +$45.4K | 0.01% | 480 |
|
|
2013
Q3 | $516K | Buy |
9,176
+560
| +6% | +$31.5K | 0.01% | 438 |
|
|
2013
Q2 | $420K | Buy |
+8,616
| New | +$420K | 0.01% | 450 |
|