GoalVest Advisory’s BHP BHP Stock Holding History

GoalVest Advisory’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,000	Closed	-$72.7K	–	508
2026 Q1	$72.7K	Hold	1,000	–	–	0.01%	193
2025 Q4	$60.4K	Sell	1,000 -1,550	-61%	-$88.1K	0.01%	221
2025 Q3	$142K	Hold	2,550	–	–	0.03%	150
2025 Q2	$123K	Hold	2,550	–	–	0.03%	155
2025 Q1	$124K	Hold	2,550	–	–	0.03%	140
2024 Q4	$125K	Hold	2,550	–	–	0.03%	138
2024 Q3	$158K	Sell	2,550 -600	-19%	-$33.1K	0.05%	122
2024 Q2	$180K	Hold	3,150	–	–	0.06%	108
2024 Q1	$182K	Buy	+3,150	New	+$189K	0.06%	111

Other funds holding BHP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return