EP Wealth Advisors’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
+5,638
| New | +$271K | ﹤0.01% | 1082 |
|
|
2024
Q4 | – | Sell |
-3,895
| Closed | -$242K | – | 1247 |
|
|
2024
Q3 | $242K | Buy |
+3,895
| New | +$242K | ﹤0.01% | 952 |
|
|
2023
Q4 | – | Sell |
-3,560
| Closed | -$202K | – | 818 |
|
|
2023
Q3 | $202K | Buy |
+3,560
| New | +$202K | ﹤0.01% | 667 |
|
|
2022
Q3 | – | Sell |
-8,116
| Closed | -$456K | – | 367 |
|
|
2022
Q2 | $456K | Buy |
+8,116
| New | +$456K | 0.01% | 390 |
|