HB Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,629
| Closed | -$225K | – | 1057 |
|
|
2024
Q3 | $225K | Sell |
3,629
-362
| -9% | -$22.5K | ﹤0.01% | 844 |
|
|
2024
Q2 | $228K | Sell |
3,991
-353
| -8% | -$20.2K | ﹤0.01% | 797 |
|
|
2024
Q1 | $251K | Buy |
4,344
+1,325
| +44% | +$76.4K | ﹤0.01% | 714 |
|
|
2023
Q4 | $206K | Buy |
+3,019
| New | +$206K | ﹤0.01% | 736 |
|
|
2023
Q2 | – | Sell |
-3,562
| Closed | -$226K | – | 729 |
|
|
2023
Q1 | $226K | Buy |
+3,562
| New | +$226K | ﹤0.01% | 639 |
|