Evergreen Capital Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
23,777
+10,539
| +80% | +$507K | 0.03% | 341 |
|
|
2025
Q1 | $643K | Sell |
13,238
-4,871
| -27% | -$236K | 0.02% | 424 |
|
|
2024
Q4 | $884K | Buy |
18,109
+6,203
| +52% | +$303K | 0.03% | 362 |
|
|
2024
Q3 | $759K | Sell |
11,906
-3,751
| -24% | -$239K | 0.03% | 381 |
|
|
2024
Q2 | $894K | Sell |
15,657
-1,664
| -10% | -$95K | 0.03% | 325 |
|
|
2024
Q1 | $999K | Buy |
17,321
+1,571
| +10% | +$90.6K | 0.04% | 293 |
|
|
2023
Q4 | $1.08M | Buy |
15,750
+476
| +3% | +$32.5K | 0.04% | 285 |
|
|
2023
Q3 | $869K | Buy |
15,274
+1,738
| +13% | +$98.9K | 0.04% | 299 |
|
|
2023
Q2 | $808K | Buy |
13,536
+1,717
| +15% | +$102K | 0.03% | 311 |
|
|
2023
Q1 | $749K | Buy |
11,819
+850
| +8% | +$53.9K | 0.03% | 306 |
|
|
2022
Q4 | $681K | Buy |
10,969
+1,270
| +13% | +$78.8K | 0.03% | 322 |
|
|
2022
Q3 | $485K | Sell |
9,699
-1,578
| -14% | -$78.9K | 0.03% | 343 |
|
|
2022
Q2 | $634K | Buy |
11,277
+742
| +7% | +$41.7K | 0.03% | 303 |
|
|
2022
Q1 | $726K | Buy |
10,535
+1,049
| +11% | +$72.3K | 0.03% | 321 |
|
|
2021
Q4 | $511K | Buy |
9,486
+2,816
| +42% | +$152K | 0.02% | 374 |
|
|
2021
Q3 | $318K | Sell |
6,670
-1,303
| -16% | -$62.1K | 0.01% | 424 |
|
|
2021
Q2 | $518K | Buy |
7,973
+1,660
| +26% | +$108K | 0.02% | 335 |
|
|
2021
Q1 | $391K | Buy |
6,313
+1,295
| +26% | +$80.2K | 0.02% | 350 |
|
|
2020
Q4 | $292K | Buy |
+5,018
| New | +$292K | 0.02% | 348 |
|
|
2020
Q2 | – | Sell |
-6,613
| Closed | -$216K | – | 397 |
|
|
2020
Q1 | $216K | Sell |
6,613
-1,880
| -22% | -$61.4K | 0.02% | 320 |
|
|
2019
Q4 | $414K | Buy |
8,493
+1,117
| +15% | +$54.4K | 0.03% | 280 |
|
|
2019
Q3 | $325K | Sell |
7,376
-357
| -5% | -$15.7K | 0.03% | 294 |
|
|
2019
Q2 | $401K | Buy |
7,733
+307
| +4% | +$15.9K | 0.04% | 254 |
|
|
2019
Q1 | $362K | Buy |
7,426
+106
| +1% | +$5.17K | 0.04% | 250 |
|
|
2018
Q4 | $315K | Sell |
7,320
-273
| -4% | -$11.7K | 0.03% | 258 |
|
|
2018
Q3 | $338K | Buy |
7,593
+200
| +3% | +$8.9K | 0.03% | 264 |
|
|
2018
Q2 | $330K | Buy |
7,393
+500
| +7% | +$22.3K | 0.03% | 250 |
|
|
2018
Q1 | $273K | Buy |
+6,893
| New | +$273K | 0.03% | 285 |
|