Independent Advisor Alliance’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
9,084
+986
| +12% | +$47.4K | 0.01% | 625 |
|
|
2025
Q1 | $393K | Sell |
8,098
-408
| -5% | -$19.8K | 0.01% | 583 |
|
|
2024
Q4 | $415K | Sell |
8,506
-397
| -4% | -$19.4K | 0.01% | 1012 |
|
|
2024
Q3 | $553K | Sell |
8,903
-825
| -8% | -$51.2K | 0.02% | 441 |
|
|
2024
Q2 | $555K | Sell |
9,728
-1,692
| -15% | -$96.6K | 0.02% | 438 |
|
|
2024
Q1 | $659K | Buy |
11,420
+338
| +3% | +$19.5K | 0.02% | 400 |
|
|
2023
Q4 | $757K | Sell |
11,082
-470
| -4% | -$32.1K | 0.03% | 353 |
|
|
2023
Q3 | $657K | Sell |
11,552
-1,932
| -14% | -$110K | 0.03% | 361 |
|
|
2023
Q2 | $805K | Sell |
13,484
-415
| -3% | -$24.8K | 0.04% | 333 |
|
|
2023
Q1 | $881K | Buy |
13,899
+1,599
| +13% | +$101K | 0.04% | 305 |
|
|
2022
Q4 | $763 | Sell |
12,300
-3,178
| -21% | -$197 | ﹤0.01% | 317 |
|
|
2022
Q3 | $775K | Buy |
15,478
+954
| +7% | +$47.8K | 0.05% | 292 |
|
|
2022
Q2 | $816K | Sell |
14,524
-9,446
| -39% | -$531K | 0.05% | 298 |
|
|
2022
Q1 | $1.65M | Buy |
+23,970
| New | +$1.65M | 0.08% | 209 |
|
|
2021
Q3 | – | Sell |
-10,488
| Closed | -$681K | – | 636 |
|
|
2021
Q2 | $681K | Buy |
10,488
+248
| +2% | +$16.1K | 0.04% | 322 |
|
|
2021
Q1 | $634K | Sell |
10,240
-615
| -6% | -$38.1K | 0.04% | 324 |
|
|
2020
Q4 | $633K | Buy |
10,855
+194
| +2% | +$11.3K | 0.04% | 301 |
|
|
2020
Q3 | $492K | Buy |
10,661
+1,027
| +11% | +$47.4K | 0.04% | 301 |
|
|
2020
Q2 | $427K | Buy |
+9,634
| New | +$427K | 0.05% | 297 |
|