Institutional & Family Asset Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $369K | Sell |
6,455
-203
| -3% | -$11.6K | 0.06% | 123 |
|
|
2024
Q1 | $384K | Hold |
6,658
| – | – | 0.06% | 120 |
|
|
2023
Q4 | $455K | Hold |
6,658
| – | – | 0.07% | 115 |
|
|
2023
Q3 | $379K | Buy |
6,658
+35
| +0.5% | +$1.99K | 0.06% | 114 |
|
|
2023
Q2 | $395K | Buy |
+6,623
| New | +$395K | 0.06% | 116 |
|
|
2020
Q1 | – | Sell |
-34
| Closed | -$2K | – | 809 |
|
|
2019
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 707 |
|
|
2019
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 767 |
|
|
2019
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 689 |
|
|
2019
Q1 | $2K | Sell |
34
-33
| -49% | -$1.94K | ﹤0.01% | 690 |
|
|
2018
Q4 | $3K | Hold |
67
| – | – | ﹤0.01% | 630 |
|
|
2018
Q3 | $3K | Hold |
67
| – | – | ﹤0.01% | 661 |
|
|
2018
Q2 | $3K | Hold |
67
| – | – | ﹤0.01% | 654 |
|
|
2018
Q1 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 647 |
|