D.B. Root & Company’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,319
| Closed | -$210K | – | 193 |
|
|
2025
Q1 | $210K | Sell |
4,319
-60
| -1% | -$2.99K | 0.07% | 172 |
|
|
2024
Q4 | $214K | Sell |
4,379
-926
| -17% | -$50.3K | 0.07% | 174 |
|
|
2024
Q3 | $330K | Sell |
5,305
-7,313
| -58% | -$404K | 0.11% | 131 |
|
|
2024
Q2 | $720K | Sell |
12,618
-10,379
| -45% | -$603K | 0.25% | 77 |
|
|
2024
Q1 | $1.33M | Sell |
22,997
-516
| -2% | -$30.9K | 0.45% | 51 |
|
|
2023
Q4 | $1.61M | Sell |
23,513
-178
| -0.8% | -$10.7K | 0.58% | 37 |
|
|
2023
Q3 | $1.35M | Buy |
23,691
+760
| +3% | +$44.4K | 0.53% | 45 |
|
|
2023
Q2 | $1.37M | Buy |
22,931
+34
| +0.1% | +$2.03K | 0.52% | 42 |
|
|
2023
Q1 | $1.45M | Buy |
22,897
+756
| +3% | +$48.7K | 0.57% | 39 |
|
|
2022
Q4 | $1.37M | Buy |
22,141
+1,088
| +5% | +$61.2K | 0.58% | 39 |
|
|
2022
Q3 | $1.05M | Buy |
21,053
+900
| +4% | +$47.7K | 0.48% | 51 |
|
|
2022
Q2 | $1.13M | Sell |
20,153
-1,729
| -8% | -$107K | 0.49% | 52 |
|
|
2022
Q1 | $1.51M | Buy |
21,882
+973
| +5% | +$59.1K | 0.56% | 39 |
|
|
2021
Q4 | $1.13M | Sell |
20,909
-124
| -0.6% | -$6.2K | 0.41% | 56 |
|
|
2021
Q3 | $1M | Buy |
21,033
+858
| +4% | +$52.4K | 0.39% | 61 |
|
|
2021
Q2 | $1.31M | Buy |
20,175
+14
| +0.1% | +$926 | 0.49% | 41 |
|
|
2021
Q1 | $1.25M | Sell |
20,161
-842
| -4% | -$54.2K | 0.49% | 45 |
|
|
2020
Q4 | $1.22M | Sell |
21,003
-1,188
| -5% | -$59.5K | 0.49% | 47 |
|
|
2020
Q3 | $1.02M | Sell |
22,191
-889
| -4% | -$42.8K | 0.41% | 61 |
|
|
2020
Q2 | $1.02M | Sell |
23,080
-449
| -2% | -$17.6K | 0.44% | 59 |
|
|
2020
Q1 | $770K | Buy |
23,529
+1,026
| +5% | +$42.8K | 0.39% | 71 |
|
|
2019
Q4 | $1.1M | Sell |
22,503
-600
| -3% | -$27.3K | 0.48% | 57 |
|
|
2019
Q3 | $1.02M | Buy |
23,103
+248
| +1% | +$11.6K | 0.47% | 54 |
|
|
2019
Q2 | $1.18M | Sell |
22,855
-1,189
| -5% | -$57.4K | 0.52% | 45 |
|
|
2019
Q1 | $1.17M | Buy |
24,044
+625
| +3% | +$28.5K | 0.5% | 52 |
|
|
2018
Q4 | $1.01M | Sell |
23,419
-77
| -0.3% | -$3.23K | 0.5% | 57 |
|
|
2018
Q3 | $1.04M | Buy |
23,496
+504
| +2% | +$21.8K | 0.46% | 67 |
|
|
2018
Q2 | $1.03M | Buy |
22,992
+993
| +5% | +$43K | 0.48% | 64 |
|
|
2018
Q1 | $872K | Buy |
21,999
+2,621
| +14% | +$110K | 0.46% | 74 |
|
|
2017
Q4 | $795K | Buy |
+19,378
| New | +$730K | 0.68% | 47 |
|
Other funds holding BHP
HL
