HHM Wealth Advisors’s BHP BHP Stock Holding History

HHM Wealth Advisors’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.8K	Sell	790 -440	-36%	-$36.5K	0.01%	345
2026 Q1	$89.5K	Buy	1,230 +230	+23%	+$16.3K	0.01%	287
2025 Q4	$60.4K	Hold	1,000	–	–	0.01%	334
2025 Q3	$55.8K	Sell	1,000 -200	-17%	-$10.6K	0.01%	362
2025 Q2	$57.7K	Hold	1,200	–	–	0.01%	353
2025 Q1	$58.2K	Sell	1,200 -100	-8%	-$4.98K	0.01%	332
2024 Q4	$63.5K	Hold	1,300	–	–	0.01%	319
2024 Q3	$80.7K	Sell	1,300 -600	-32%	-$33.1K	0.01%	274
2024 Q2	$108K	Buy	1,900 +1,487	+360%	+$86.4K	0.02%	235
2024 Q1	$23.8K	Hold	413	–	–	﹤0.01%	390
2023 Q4	$28.2K	Buy	413 +44	+12%	+$2.66K	﹤0.01%	369
2023 Q3	$21K	Hold	369	–	–	﹤0.01%	393
2023 Q2	$22K	Sell	369 -30	-8%	-$1.79K	﹤0.01%	406
2023 Q1	$25.3K	Sell	399 -75	-16%	-$4.84K	0.01%	384
2022 Q4	$29.4K	Sell	474 -12	-2%	-$675	0.01%	312
2022 Q3	$24K	Buy	486 +70	+17%	+$3.71K	0.01%	328
2022 Q2	$28K	Buy	416 +373	+867%	+$23.2K	0.01%	367
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	645
2021 Q4	$2K	Hold	43	–	–	﹤0.01%	625
2021 Q3	$2K	Buy	+43	New	+$2.63K	﹤0.01%	588
2020 Q2	–	Sell	-229	Closed	-$7K	–	486
2020 Q1	$7K	Buy	+229	New	+$9.56K	﹤0.01%	373

Other funds holding BHP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return