Heron Bay Capital Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,960
| Closed | -$289K | – | 116 |
|
|
2025
Q1 | $289K | Buy |
5,960
+66
| +1% | +$3.2K | 0.06% | 74 |
|
|
2024
Q4 | $288K | Buy |
5,894
+58
| +1% | +$2.83K | 0.06% | 73 |
|
|
2024
Q3 | $362K | Sell |
5,836
-1,502
| -20% | -$93.3K | 0.08% | 68 |
|
|
2024
Q2 | $419K | Buy |
7,338
+606
| +9% | +$34.6K | 0.09% | 64 |
|
|
2024
Q1 | $388K | Sell |
6,732
-33
| -0.5% | -$1.9K | 0.08% | 69 |
|
|
2023
Q4 | $462K | Sell |
6,765
-573
| -8% | -$39.1K | 0.11% | 62 |
|
|
2023
Q3 | $417K | Buy |
+7,338
| New | +$417K | 0.11% | 62 |
|