Icon Wealth Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
2,317
| – | – | 0.01% | 483 |
|
|
2025
Q1 | $112K | Sell |
2,317
-137
| -6% | -$6.65K | 0.01% | 459 |
|
|
2024
Q4 | $120K | Buy |
+2,454
| New | +$120K | 0.01% | 467 |
|
|
2024
Q2 | – | Sell |
-2,290
| Closed | -$132K | – | 442 |
|
|
2024
Q1 | $132K | Sell |
2,290
-232
| -9% | -$13.4K | 0.01% | 418 |
|
|
2023
Q4 | $172K | Buy |
+2,522
| New | +$172K | 0.02% | 340 |
|