Geneos Wealth 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 | $88.3K | Sell |
1,836
-2,609
| -59% | -$125K | ﹤0.01% | 1299 |
|
|
2025
Q1 | $216K | Buy |
4,445
+3,400
| +325% | +$165K | ﹤0.01% | 1201 |
|
|
2024
Q4 | $51K | Buy |
1,045
+9
| +0.9% | +$439 | ﹤0.01% | 1315 |
|
|
2024
Q3 | $64.3K | Sell |
1,036
-22
| -2% | -$1.37K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $60.4K | Hold |
1,058
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q1 | $61K | Sell |
1,058
-180
| -15% | -$10.4K | ﹤0.01% | 997 |
|
|
2023
Q4 | $84.6K | Sell |
1,238
-4,756
| -79% | -$325K | ﹤0.01% | 885 |
|
|
2023
Q3 | $341K | Sell |
5,994
-22
| -0.4% | -$1.25K | 0.02% | 547 |
|
|
2023
Q2 | $359K | Buy |
6,016
+4,059
| +207% | +$242K | 0.02% | 535 |
|
|
2023
Q1 | $124K | Sell |
1,957
-2,481
| -56% | -$157K | 0.01% | 780 |
|
|
2022
Q4 | $275K | Buy |
4,438
+1,019
| +30% | +$63.2K | 0.02% | 562 |
|
|
2022
Q3 | $171K | Buy |
3,419
+1,279
| +60% | +$64K | 0.01% | 643 |
|
|
2022
Q2 | $115K | Buy |
2,140
+471
| +28% | +$25.3K | 0.01% | 962 |
|
|
2022
Q1 | $115K | Buy |
1,669
+424
| +34% | +$29.2K | ﹤0.01% | 1027 |
|
|
2021
Q4 | $67K | Sell |
1,245
-336
| -21% | -$18.1K | ﹤0.01% | 1342 |
|
|
2021
Q3 | $75K | Hold |
1,581
| – | – | ﹤0.01% | 1281 |
|
|
2021
Q2 | $102K | Sell |
1,581
-801
| -34% | -$51.7K | ﹤0.01% | 1155 |
|
|
2021
Q1 | $154K | Hold |
2,382
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q4 | $100K | Sell |
2,382
-2,080
| -47% | -$87.3K | ﹤0.01% | 1142 |
|
|
2020
Q3 | $208K | Buy |
4,462
+17
| +0.4% | +$792 | 0.01% | 677 |
|
|
2020
Q2 | $192K | Sell |
4,445
-22
| -0.5% | -$950 | 0.01% | 685 |
|
|
2020
Q1 | $141K | Sell |
4,467
-356
| -7% | -$11.2K | 0.01% | 729 |
|
|
2019
Q4 | $236K | Sell |
4,823
-16
| -0.3% | -$783 | 0.01% | 641 |
|
|
2019
Q3 | $214K | Sell |
4,839
-461
| -9% | -$20.4K | 0.01% | 635 |
|
|
2019
Q2 | $274K | Sell |
5,300
-976
| -16% | -$50.5K | 0.02% | 572 |
|
|
2019
Q1 | $306K | Buy |
6,276
+16
| +0.3% | +$780 | 0.02% | 524 |
|
|
2018
Q4 | $267K | Sell |
6,260
-274
| -4% | -$11.7K | 0.02% | 515 |
|
|
2018
Q3 | $290K | Buy |
6,534
+1,318
| +25% | +$58.5K | 0.02% | 521 |
|
|
2018
Q2 | $232K | Sell |
5,216
-1,289
| -20% | -$57.3K | 0.02% | 532 |
|
|
2018
Q1 | $257K | Buy |
6,505
+10
| +0.2% | +$395 | 0.02% | 460 |
|
|
2017
Q4 | $266K | Buy |
6,495
+2,143
| +49% | +$87.8K | 0.02% | 454 |
|
|
2017
Q3 | $157K | Buy |
4,352
+13
| +0.3% | +$469 | 0.02% | 579 |
|
|
2017
Q2 | $137K | Sell |
4,339
-225
| -5% | -$7.1K | 0.01% | 599 |
|
|
2017
Q1 | $147K | Sell |
4,564
-71
| -2% | -$2.29K | 0.02% | 550 |
|
|
2016
Q4 | $147K | Sell |
4,635
-140
| -3% | -$4.44K | 0.02% | 524 |
|
|
2016
Q3 | $147K | Buy |
4,775
+213
| +5% | +$6.56K | 0.02% | 513 |
|
|
2016
Q2 | $116K | Hold |
4,562
| – | – | 0.02% | 552 |
|
|
2016
Q1 | $104K | Buy |
+4,562
| New | +$104K | 0.02% | 567 |
|