Forum Financial 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 | $3.22M | Sell |
66,939
-7,675
| -10% | -$369K | 0.05% | 82 |
|
|
2025
Q1 | $3.62M | Buy |
+74,614
| New | +$3.62M | 0.06% | 70 |
|
|
2024
Q4 | – | Sell |
-32,707
| Closed | -$2.03M | – | 932 |
|
|
2024
Q3 | $2.03M | Buy |
32,707
+68
| +0.2% | +$4.22K | 0.03% | 105 |
|
|
2024
Q2 | $1.86M | Buy |
32,639
+3,453
| +12% | +$197K | 0.03% | 112 |
|
|
2024
Q1 | $1.68M | Sell |
29,186
-31
| -0.1% | -$1.79K | 0.03% | 132 |
|
|
2023
Q4 | $2M | Sell |
29,217
-182
| -0.6% | -$12.4K | 0.04% | 93 |
|
|
2023
Q3 | $1.67M | Buy |
29,399
+1
| +0% | +$57 | 0.04% | 101 |
|
|
2023
Q2 | $1.75M | Buy |
29,398
+198
| +0.7% | +$11.8K | 0.04% | 94 |
|
|
2023
Q1 | $1.85M | Sell |
29,200
-8
| -0% | -$507 | 0.05% | 83 |
|
|
2022
Q4 | $1.81M | Sell |
29,208
-28
| -0.1% | -$1.74K | 0.06% | 79 |
|
|
2022
Q3 | $1.46M | Sell |
29,236
-474
| -2% | -$23.7K | 0.07% | 83 |
|
|
2022
Q2 | $1.67M | Sell |
29,710
-3,093
| -9% | -$174K | 0.08% | 76 |
|
|
2022
Q1 | $2.26M | Buy |
32,803
+5,584
| +21% | +$385K | 0.11% | 53 |
|
|
2021
Q4 | $1.47M | Buy |
+27,219
| New | +$1.47M | 0.08% | 85 |
|