JFS Wealth Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8K | Sell |
412
-798
| -66% | -$38.4K | ﹤0.01% | 663 |
|
|
2025
Q1 | $58.7K | Sell |
1,210
-35
| -3% | -$1.7K | ﹤0.01% | 444 |
|
|
2024
Q4 | $60.8K | Hold |
1,245
| – | – | ﹤0.01% | 428 |
|
|
2024
Q3 | $77.3K | Sell |
1,245
-38
| -3% | -$2.36K | 0.01% | 400 |
|
|
2024
Q2 | $73.2K | Sell |
1,283
-10
| -0.8% | -$571 | 0.01% | 368 |
|
|
2024
Q1 | $74.6K | Sell |
1,293
-72
| -5% | -$4.15K | 0.01% | 368 |
|
|
2023
Q4 | $93.2K | Buy |
1,365
+95
| +7% | +$6.49K | 0.01% | 315 |
|
|
2023
Q3 | $72.2K | Sell |
1,270
-44
| -3% | -$2.5K | 0.01% | 326 |
|
|
2023
Q2 | $78.4K | Sell |
1,314
-33
| -2% | -$1.97K | 0.01% | 307 |
|
|
2023
Q1 | $85.4K | Hold |
1,347
| – | – | 0.01% | 297 |
|
|
2022
Q4 | $83.6K | Buy |
1,347
+1,192
| +769% | +$74K | 0.01% | 300 |
|
|
2022
Q3 | $8K | Sell |
155
-1,413
| -90% | -$72.9K | ﹤0.01% | 790 |
|
|
2022
Q2 | $88K | Buy |
+1,568
| New | +$88K | 0.01% | 296 |
|