Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.7M Sell
50,919
-300
-0.6% -$21.2K 0.13% 115
2025
Q4
$3.09M Sell
51,219
-6,433
-11% -$366K 0.11% 129
2025
Q3
$3.21M Sell
57,652
-5,375
-9% -$286K 0.11% 124
2025
Q2
$3.03M Sell
63,027
-5,600
-8% -$269K 0.11% 128
2025
Q1
$3.33M Sell
68,627
-506
-0.7% -$25.2K 0.11% 114
2024
Q4
$3.38M Sell
69,133
-9,836
-12% -$535K 0.13% 110
2024
Q3
$4.91M Buy
78,969
+8,175
+12% +$451K 0.19% 88
2024
Q2
$4.04M Buy
70,794
+20,254
+40% +$1.18M 0.17% 96
2024
Q1
$2.92M Sell
50,540
-571
-1% -$34.2K 0.13% 117
2023
Q4
$3.49M Buy
51,111
+2,930
+6% +$177K 0.16% 104
2023
Q3
$2.74M Buy
48,181
+1,118
+2% +$65.4K 0.13% 114
2023
Q2
$2.81M Sell
47,063
-454
-1% -$27.1K 0.14% 114
2023
Q1
$3.01M Buy
47,517
+1,530
+3% +$98.6K 0.16% 97
2022
Q4
$2.85M Buy
45,987
+2,006
+5% +$113K 0.16% 101
2022
Q3
$2.2M Buy
43,981
+434
+1% +$23K 0.12% 124
2022
Q2
$2.45M Sell
43,547
-5,437
-11% -$338K 0.13% 123
2022
Q1
$3.38M Sell
48,984
-4,786
-9% -$291K 0.15% 113
2021
Q4
$2.9M Sell
53,770
-1,975
-4% -$98.8K 0.13% 130
2021
Q3
$2.66M Buy
55,745
+5,682
+11% +$347K 0.12% 139
2021
Q2
$3.25M Buy
50,063
+2,747
+6% +$182K 0.15% 124
2021
Q1
$2.93M Buy
47,316
+224
+0.5% +$14.4K 0.14% 122
2020
Q4
$2.75M Buy
+47,092
New +$2.36M 0.14% 124
2020
Q3
Sell
-46,408
Closed -$2.06M 390
2020
Q2
$2.06M Sell
46,408
-1,172
-2% -$45.9K 0.12% 132
2020
Q1
$1.56M Buy
+47,580
New +$1.99M 0.11% 147
2019
Q4
Sell
-49,946
Closed -$2.2M 422
2019
Q3
$2.2M Sell
49,946
-2,668
-5% -$125K 0.11% 147
2019
Q2
$2.73M Buy
52,614
+1,929
+4% +$93.2K 0.13% 125
2019
Q1
$2.47M Sell
50,685
-975
-2% -$44.4K 0.12% 136
2018
Q4
$2.23M Sell
51,660
-1,323
-2% -$55.4K 0.12% 137
2018
Q3
$2.36M Sell
52,983
-2,466
-4% -$107K 0.1% 152
2018
Q2
$2.47M Buy
55,449
+3,811
+7% +$165K 0.12% 132
2018
Q1
$2.05M Sell
51,638
-7,292
-12% -$307K 0.1% 150
2017
Q4
$2.42M Buy
+58,930
New +$2.22M 0.11% 135
2017
Q2
Sell
-69,278
Closed -$2.25M 388
2017
Q1
$2.25M Sell
69,278
-1,737
-2% -$60K 0.12% 125
2016
Q4
$2.27M Sell
71,015
-415
-0.6% -$13.4K 0.12% 130
2016
Q3
$2.21M Buy
71,430
+2,629
+4% +$72.2K 0.12% 127
2016
Q2
$1.75M Buy
68,801
+46,829
+213% +$1.17M 0.1% 143
2016
Q1
$507K Sell
21,972
-1,681
-7% -$35.6K 0.03% 224
2015
Q4
$543K Sell
23,653
-3,565
-13% -$95.3K 0.03% 222
2015
Q3
$767K Buy
27,218
+1,065
+4% +$34.6K 0.05% 185
2015
Q2
$949K Sell
26,153
-1,675
-6% -$67.6K 0.05% 181
2015
Q1
$1.09M Sell
27,828
-59
-0.2% -$2.4K 0.06% 171
2014
Q4
$1.11M Sell
27,887
-9,552
-26% -$441K 0.06% 165
2014
Q3
$1.86M Sell
37,439
-1,388
-4% -$80.7K 0.1% 129
2014
Q2
$2.25M Sell
38,827
-11,901
-23% -$699K 0.11% 121
2014
Q1
$2.91M Sell
50,728
-11,959
-19% -$670K 0.16% 102
2013
Q4
$3.61M Sell
62,687
-587
-0.9% -$34K 0.2% 85
2013
Q3
$3.56M Buy
63,274
+14,704
+30% +$800K 0.21% 83
2013
Q2
$2.37M Buy
+48,570
New +$2.69M 0.15% 106

Other funds holding BHP