Freedom Investment Management’s BHP BHP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,428	Closed	-$213K	–	700
2022 Q4	$213K	Buy	+3,428	New	+$193K	0.02%	646
2022 Q3	–	Sell	-26,116	Closed	-$1.47M	–	729
2022 Q2	$1.47M	Buy	26,116 +17,127	+191%	+$1.06M	0.16%	176
2022 Q1	$620K	Buy	8,989 +1,923	+27%	+$117K	0.06%	416
2021 Q4	$380K	Buy	+7,066	New	+$353K	0.03%	605
2021 Q1	–	Sell	-6,158	Closed	-$359K	–	843
2020 Q4	$359K	Sell	6,158 -5,402	-47%	-$271K	0.04%	429
2020 Q3	$533K	Buy	11,560 +2,425	+27%	+$117K	0.06%	275
2020 Q2	$405K	Sell	9,135 -5,848	-39%	-$229K	0.04%	336
2020 Q1	$683K	Buy	14,983 +3,103	+26%	+$130K	0.06%	267
2019 Q4	$580K	Sell	11,880 -850	-7%	-$38.6K	0.05%	313
2019 Q3	$561K	Sell	12,730 -1,733	-12%	-$80.9K	0.05%	327
2019 Q2	$750K	Sell	14,463 -2,274	-14%	-$110K	0.06%	270
2019 Q1	$816K	Sell	16,737 -2,987	-15%	-$136K	0.07%	280
2018 Q4	$850K	Sell	19,724 -4,245	-18%	-$178K	0.07%	297
2018 Q3	$1.01M	Sell	23,969 -1,247	-5%	-$54K	0.06%	322
2018 Q2	$1.13M	Buy	25,216 +16,609	+193%	+$719K	0.07%	309
2018 Q1	$341K	Buy	+8,607	New	+$362K	0.02%	836
2015 Q3	–	Sell	-6,800	Closed	-$247K	–	689
2015 Q2	$247K	Sell	6,800 -24	-0.4%	-$969	0.03%	568
2015 Q1	$268K	Buy	+6,824	New	+$277K	0.03%	508
2014 Q4	–	Sell	-4,597	Closed	-$229K	–	589
2014 Q3	$229K	Sell	4,597 -667	-13%	-$38.8K	0.04%	419
2014 Q2	$305K	Sell	5,264 -232	-4%	-$13.6K	0.05%	341
2014 Q1	$315K	Sell	5,496 -1,407	-20%	-$78.9K	0.07%	280
2013 Q4	$398K	Sell	6,903 -1,325	-16%	-$76.7K	0.1%	205
2013 Q3	$463K	Buy	8,228 +1,948	+31%	+$106K	0.13%	135
2013 Q2	$306K	Buy	+6,280	New	+$348K	0.1%	175