Jeppson Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
16,532
-6,625
| -29% | -$319K | 0.28% | 84 |
|
|
2025
Q1 | $1.12M | Sell |
23,157
-12,273
| -35% | -$596K | 0.41% | 66 |
|
|
2024
Q4 | $1.73M | Sell |
35,430
-441
| -1% | -$21.5K | 0.63% | 41 |
|
|
2024
Q3 | $2.23M | Buy |
35,871
+3,430
| +11% | +$213K | 0.8% | 28 |
|
|
2024
Q2 | $1.85M | Buy |
32,441
+833
| +3% | +$47.6K | 0.71% | 33 |
|
|
2024
Q1 | $1.82M | Buy |
31,608
+6,201
| +24% | +$358K | 0.71% | 31 |
|
|
2023
Q4 | $1.74M | Buy |
25,407
+73
| +0.3% | +$4.99K | 0.72% | 29 |
|
|
2023
Q3 | $1.44M | Buy |
25,334
+493
| +2% | +$28K | 0.66% | 35 |
|
|
2023
Q2 | $1.48M | Buy |
24,841
+631
| +3% | +$37.7K | 0.65% | 37 |
|
|
2023
Q1 | $1.54M | Sell |
24,210
-196
| -0.8% | -$12.4K | 0.67% | 35 |
|
|
2022
Q4 | $1.51M | Buy |
24,406
+1,072
| +5% | +$66.5K | 0.64% | 35 |
|
|
2022
Q3 | $1.17M | Buy |
23,334
+6,662
| +40% | +$333K | 0.53% | 43 |
|
|
2022
Q2 | $937K | Buy |
16,672
+805
| +5% | +$45.2K | 0.4% | 58 |
|
|
2022
Q1 | $1.09M | Sell |
15,867
-1
| -0% | -$69 | 0.51% | 52 |
|
|
2021
Q4 | $854K | Buy |
15,868
+555
| +4% | +$29.9K | 0.41% | 62 |
|
|
2021
Q3 | $731K | Buy |
15,313
+5,498
| +56% | +$262K | 0.38% | 65 |
|
|
2021
Q2 | $637K | Sell |
9,815
-29
| -0.3% | -$1.88K | 0.35% | 69 |
|
|
2021
Q1 | $609K | Sell |
9,844
-313
| -3% | -$19.4K | 0.36% | 64 |
|
|
2020
Q4 | $592K | Buy |
10,157
+44
| +0.4% | +$2.57K | 0.39% | 63 |
|
|
2020
Q3 | $466K | Buy |
+10,113
| New | +$466K | 0.37% | 68 |
|