EverSource Wealth Advisors’s BHP BHP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $182K | Buy |
3,774
+2,395
| +174% | +$115K | 0.01% | 899 |
|
2025
Q1 | $66.9K | Sell |
1,379
-351
| -20% | -$17K | ﹤0.01% | 1086 |
|
2024
Q4 | $84.5K | Sell |
1,730
-553
| -24% | -$27K | ﹤0.01% | 961 |
|
2024
Q3 | $142K | Sell |
2,283
-95
| -4% | -$5.9K | 0.01% | 674 |
|
2024
Q2 | $132K | Buy |
2,378
+625
| +36% | +$34.7K | 0.01% | 702 |
|
2024
Q1 | $96.7K | Buy |
1,753
+350
| +25% | +$19.3K | 0.01% | 719 |
|
2023
Q4 | $95.8K | Buy |
1,403
+266
| +23% | +$18.2K | 0.01% | 654 |
|
2023
Q3 | $64.6K | Sell |
1,137
-596
| -34% | -$33.9K | 0.01% | 723 |
|
2023
Q2 | $103K | Buy |
1,733
+264
| +18% | +$15.8K | 0.01% | 572 |
|
2023
Q1 | $93.2K | Buy |
1,469
+165
| +13% | +$10.5K | 0.01% | 561 |
|
2022
Q4 | $80.9K | Buy |
1,304
+701
| +116% | +$43.5K | 0.01% | 577 |
|
2022
Q3 | $30K | Sell |
603
-1,266
| -68% | -$63K | 0.01% | 761 |
|
2022
Q2 | $106K | Buy |
1,869
+1,603
| +603% | +$90.9K | 0.03% | 357 |
|
2022
Q1 | $18K | Buy |
266
+81
| +44% | +$5.48K | ﹤0.01% | 734 |
|
2021
Q4 | $10K | Buy |
+185
| New | +$10K | ﹤0.01% | 952 |
|