JPWM
Jamison Private Wealth Management’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
80,921
-227
| -0.3% | -$10.9K | 0.56% | 55 |
|
|
2025
Q1 | $3.94M | Buy |
81,148
+963
| +1% | +$46.7K | 0.6% | 49 |
|
|
2024
Q4 | $3.92M | Buy |
80,185
+825
| +1% | +$40.3K | 0.58% | 50 |
|
|
2024
Q3 | $4.93M | Buy |
79,360
+2,669
| +3% | +$166K | 0.75% | 45 |
|
|
2024
Q2 | $4.38M | Sell |
76,691
-272
| -0.4% | -$15.5K | 0.73% | 43 |
|
|
2024
Q1 | $4.44M | Buy |
76,963
+382
| +0.5% | +$22K | 0.75% | 43 |
|
|
2023
Q4 | $5.23M | Buy |
76,581
+152
| +0.2% | +$10.4K | 0.98% | 33 |
|
|
2023
Q3 | $4.35M | Buy |
+76,429
| New | +$4.35M | 0.9% | 37 |
|