GSB Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,876
| Closed | -$427K | – | 217 |
|
|
2024
Q3 | $427K | Sell |
6,876
-3,611
| -34% | -$199K | 0.11% | 150 |
|
|
2024
Q2 | $599K | Buy |
10,487
+103
| +1% | +$5.99K | 0.16% | 131 |
|
|
2024
Q1 | $599K | Sell |
10,384
-2,115
| -17% | -$127K | 0.17% | 131 |
|
|
2023
Q4 | $854K | Buy |
12,499
+110
| +0.9% | +$6.64K | 0.26% | 103 |
|
|
2023
Q3 | $705K | Sell |
12,389
-3,150
| -20% | -$184K | 0.24% | 109 |
|
|
2023
Q2 | $927K | Buy |
15,539
+568
| +4% | +$33.9K | 0.3% | 100 |
|
|
2023
Q1 | $949K | Sell |
14,971
-880
| -6% | -$56.7K | 0.31% | 104 |
|
|
2022
Q4 | $984K | Sell |
15,851
-3,980
| -20% | -$224K | 0.35% | 100 |
|
|
2022
Q3 | $992K | Buy |
19,831
+2,230
| +13% | +$118K | 0.36% | 101 |
|
|
2022
Q2 | $989K | Buy |
17,601
+9,736
| +124% | +$604K | 0.34% | 104 |
|
|
2022
Q1 | $542K | Buy |
7,865
+822
| +12% | +$49.9K | 0.16% | 154 |
|
|
2021
Q4 | $379K | Buy |
7,043
+1,606
| +30% | +$80.3K | 0.11% | 172 |
|
|
2021
Q3 | $260K | Sell |
5,437
-1,498
| -22% | -$91.5K | 0.13% | 135 |
|
|
2021
Q2 | $451K | Hold |
6,935
| – | – | 0.14% | 158 |
|
|
2021
Q1 | $429K | Buy |
6,935
+1,498
| +28% | +$96.4K | 0.14% | 149 |
|
|
2020
Q4 | $317K | Hold |
5,437
| – | – | 1.42% | 25 |
|
|
2020
Q3 | $251K | Hold |
5,437
| – | – | 1.15% | 39 |
|
|
2020
Q2 | $241K | Buy |
+5,437
| New | +$213K | 1.35% | 33 |
|
|
2020
Q1 | – | Sell |
-5,437
| Closed | -$265K | – | 45 |
|
|
2019
Q4 | $265K | Hold |
5,437
| – | – | 1.09% | 34 |
|
|
2019
Q3 | $239K | Hold |
5,437
| – | – | 1.16% | 35 |
|
|
2019
Q2 | $282K | Sell |
5,437
-3,363
| -38% | -$162K | 1.47% | 29 |
|
|
2019
Q1 | $429K | Hold |
8,800
| – | – | 1.84% | 16 |
|
|
2018
Q4 | $379K | Hold |
8,800
| – | – | 2% | 15 |
|
|
2018
Q3 | $391K | Hold |
8,800
| – | – | 1.61% | 18 |
|
|
2018
Q2 | $393K | Hold |
8,800
| – | – | 1.86% | 17 |
|
|
2018
Q1 | $349K | Hold |
8,800
| – | – | 1.68% | 22 |
|
|
2017
Q4 | $361K | Hold |
8,800
| – | – | 1.63% | 19 |
|
|
2017
Q3 | $318K | Hold |
8,800
| – | – | 1.5% | 28 |
|
|
2017
Q2 | $279K | Hold |
8,800
| – | – | 1.26% | 40 |
|
|
2017
Q1 | $285K | Hold |
8,800
| – | – | 1.21% | 43 |
|
|
2016
Q4 | $281K | Buy |
+8,800
| New | +$285K | 1.1% | 49 |
|
Other funds holding BHP
HL
