Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-27,926
Closed -$1.97M 7786
2025
Q4
$1.69M Sell
27,926
-17,319
-38% -$984K 0.05% 2427
2025
Q3
$2.52M Buy
45,245
+31,002
+218% +$1.65M 0.08% 2077
2025
Q2
$685K Sell
14,243
-13,303
-48% -$639K 0.02% 3116
2025
Q1
$1.34M Sell
27,546
-36,425
-57% -$1.81M 0.06% 2201
2024
Q4
$3.12M Sell
63,971
-9,423
-13% -$512K 0.11% 1526
2024
Q3
$4.56M Buy
73,394
+43,027
+142% +$2.38M 0.18% 1071
2024
Q2
$1.73M Buy
30,367
+13,334
+78% +$775K 0.05% 1566
2024
Q1
$983K Buy
+17,033
New +$1.02M 0.03% 2104
2023
Q4
Sell
-9,947
Closed -$600K 7519
2023
Q3
$566K Buy
+9,947
New +$581K 0.02% 2790
2023
Q2
Hold
0
7782
2023
Q1
Hold
0
7345
2022
Q4
Hold
0
7363
2022
Q3
Hold
0
7672
2022
Q2
Sell
-99,584
Closed -$6.18M 7932
2022
Q1
$6.86M Buy
99,584
+42,431
+74% +$2.58M 0.15% 1285
2021
Q4
$3.08M Buy
+57,153
New +$2.86M 0.06% 2154
2021
Q3
Hold
0
8276
2021
Q2
Sell
-722
Closed -$47.7K 8246
2021
Q1
$45K Buy
+722
New +$46.5K ﹤0.01% 6298
2020
Q4
Sell
-636
Closed -$31.9K 6572
2020
Q3
$29K Buy
+636
New +$30.6K ﹤0.01% 4949
2020
Q2
Hold
0
5866
2020
Q1
Hold
0
5328
2019
Q4
Hold
0
5191
2019
Q3
Hold
0
5222
2019
Q2
Sell
-452
Closed -$21.8K 5030
2019
Q1
$22K Buy
+452
New +$20.6K ﹤0.01% 3976
2018
Q4
Sell
-9,981
Closed -$418K 4925
2018
Q3
$444K Buy
9,981
+3,903
+64% +$169K 0.03% 2380
2018
Q2
$271K Sell
6,078
-13,189
-68% -$571K 0.02% 2801
2018
Q1
$764K Buy
19,267
+3,811
+25% +$160K 0.06% 1713
2017
Q4
$634K Buy
15,456
+7,298
+89% +$275K 0.03% 2064
2017
Q3
$295K Sell
8,158
-9,797
-55% -$358K 0.02% 2485
2017
Q2
$570K Buy
17,955
+1,159
+7% +$36.8K 0.04% 1883
2017
Q1
$544K Buy
16,796
+2,227
+15% +$76.9K 0.04% 1799
2016
Q4
$465K Sell
14,569
-10,344
-42% -$335K 0.03% 1827
2016
Q3
$770K Buy
24,913
+6,892
+38% +$189K 0.06% 1468
2016
Q2
$459K Buy
+18,021
New +$449K 0.04% 1791
2016
Q1
Sell
-60,902
Closed -$1.4M 4587
2015
Q4
$1.4M Buy
60,902
+17,192
+39% +$459K 0.11% 1086
2015
Q3
$1.23M Buy
43,710
+27,865
+176% +$905K 0.11% 1096
2015
Q2
$575K Sell
15,845
-12,352
-44% -$499K 0.05% 1655
2015
Q1
$1.11M Buy
+28,197
New +$1.14M 0.12% 1000

Other funds holding BHP