EFS
Essex Financial Services’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
5,688
+50
| +0.9% | +$2.4K | 0.02% | 578 |
|
|
2025
Q1 | $274K | Sell |
5,638
-860
| -13% | -$41.7K | 0.02% | 516 |
|
|
2024
Q4 | $317K | Buy |
6,498
+850
| +15% | +$41.5K | 0.02% | 478 |
|
|
2024
Q3 | $320K | Buy |
5,648
+75
| +1% | +$4.25K | 0.02% | 475 |
|
|
2024
Q2 | $296K | Sell |
5,573
-1,015
| -15% | -$53.9K | 0.02% | 481 |
|
|
2024
Q1 | $380K | Sell |
6,588
-934
| -12% | -$53.9K | 0.04% | 374 |
|
|
2023
Q4 | $514K | Sell |
7,522
-12,208
| -62% | -$834K | 0.05% | 301 |
|
|
2023
Q3 | $1.12M | Sell |
19,730
-1,699
| -8% | -$96.6K | 0.13% | 162 |
|
|
2023
Q2 | $1.28M | Sell |
21,429
-51,958
| -71% | -$3.1M | 0.15% | 144 |
|
|
2023
Q1 | $4.65M | Buy |
73,387
+58,433
| +391% | +$3.71M | 0.49% | 52 |
|
|
2022
Q4 | $927K | Buy |
+14,954
| New | +$927K | 0.1% | 189 |
|
|
2022
Q3 | – | Sell |
-17,290
| Closed | -$971K | – | 458 |
|
|
2022
Q2 | $971K | Sell |
17,290
-29,142
| -63% | -$1.64M | 0.11% | 182 |
|
|
2022
Q1 | $3.59M | Buy |
46,432
+21,688
| +88% | +$1.68M | 0.34% | 71 |
|
|
2021
Q4 | $1.49M | Buy |
24,744
+9,591
| +63% | +$579K | 0.15% | 150 |
|
|
2021
Q3 | $811K | Sell |
15,153
-9,613
| -39% | -$514K | 0.09% | 209 |
|
|
2021
Q2 | $1.8M | Buy |
+24,766
| New | +$1.8M | 0.26% | 91 |
|