Integrated Wealth Concepts’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
12,727
+1,380
| +12% | +$66.4K | 0.01% | 1159 |
|
|
2025
Q1 | $551K | Sell |
11,347
-4,631
| -29% | -$225K | 0.01% | 1101 |
|
|
2024
Q4 | $780K | Sell |
15,978
-292
| -2% | -$14.3K | 0.01% | 931 |
|
|
2024
Q3 | $1.01M | Sell |
16,270
-173
| -1% | -$10.7K | 0.01% | 796 |
|
|
2024
Q2 | $939K | Buy |
16,443
+1,396
| +9% | +$79.7K | 0.01% | 788 |
|
|
2024
Q1 | $868K | Sell |
15,047
-639
| -4% | -$36.9K | 0.01% | 819 |
|
|
2023
Q4 | $1.07M | Sell |
15,686
-1,092
| -7% | -$74.6K | 0.02% | 704 |
|
|
2023
Q3 | $954K | Buy |
16,778
+836
| +5% | +$47.6K | 0.02% | 708 |
|
|
2023
Q2 | $951K | Buy |
15,942
+405
| +3% | +$24.2K | 0.02% | 702 |
|
|
2023
Q1 | $985K | Sell |
15,537
-16,404
| -51% | -$1.04M | 0.02% | 626 |
|
|
2022
Q4 | $1.98M | Sell |
31,941
-518
| -2% | -$32.1K | 0.05% | 318 |
|
|
2022
Q3 | $1.62M | Buy |
32,459
+1,608
| +5% | +$80.5K | 0.05% | 327 |
|
|
2022
Q2 | $1.73M | Sell |
30,851
-4,658
| -13% | -$262K | 0.05% | 311 |
|
|
2022
Q1 | $2.45M | Buy |
35,509
+2,733
| +8% | +$188K | 0.07% | 219 |
|
|
2021
Q4 | $1.77M | Buy |
32,776
+2,833
| +9% | +$153K | 0.05% | 286 |
|
|
2021
Q3 | $1.43M | Buy |
29,943
+4,095
| +16% | +$196K | 0.05% | 308 |
|
|
2021
Q2 | $1.68M | Buy |
25,848
+1,419
| +6% | +$92.2K | 0.06% | 247 |
|
|
2021
Q1 | $1.51M | Sell |
24,429
-998
| -4% | -$61.8K | 0.06% | 230 |
|
|
2020
Q4 | $1.48M | Buy |
25,427
+2,202
| +9% | +$128K | 0.07% | 190 |
|
|
2020
Q3 | $1.07M | Buy |
23,225
+54
| +0.2% | +$2.49K | 0.07% | 207 |
|
|
2020
Q2 | $1.03M | Buy |
23,171
+3,712
| +19% | +$165K | 0.07% | 175 |
|
|
2020
Q1 | $637K | Buy |
19,459
+3,407
| +21% | +$112K | 0.06% | 189 |
|
|
2019
Q4 | $783K | Buy |
16,052
+6,062
| +61% | +$296K | 0.07% | 189 |
|
|
2019
Q3 | $440K | Buy |
9,990
+2,806
| +39% | +$124K | 0.05% | 228 |
|
|
2019
Q2 | $373K | Buy |
7,184
+3,011
| +72% | +$156K | 0.05% | 234 |
|
|
2019
Q1 | $204K | Buy |
+4,173
| New | +$204K | 0.03% | 313 |
|