GoalVest Advisory’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | -$37.3K | 0.05% | 122 |
|
2024
Q2 | $180K | Hold |
3,150
| – | – | 0.06% | 108 |
|
2024
Q1 | $182K | Buy |
+3,150
| New | +$182K | 0.06% | 111 |
|