Jones Financial Companies’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.93M | Buy |
56,509
+17,526
| +45% | +$1.24M | ﹤0.01% | 1169 |
|
|
2025
Q4 | $2.35M | Buy |
38,983
+3,650
| +10% | +$207K | ﹤0.01% | 881 |
|
|
2025
Q3 | $1.93M | Sell |
35,333
-5,705
| -14% | -$304K | ﹤0.01% | 868 |
|
|
2025
Q2 | $1.99M | Buy |
41,038
+3,549
| +9% | +$171K | ﹤0.01% | 751 |
|
|
2025
Q1 | $1.83M | Buy |
37,489
+7,375
| +24% | +$367K | ﹤0.01% | 680 |
|
|
2024
Q4 | $1.47M | Buy |
30,114
+7,641
| +34% | +$415K | ﹤0.01% | 641 |
|
|
2024
Q3 | $1.39M | Buy |
22,473
+14,596
| +185% | +$806K | ﹤0.01% | 523 |
|
|
2024
Q2 | $450K | Buy |
7,877
+7,549
| +2,302% | +$439K | ﹤0.01% | 591 |
|
|
2024
Q1 | $18.9K | Buy |
328
+205
| +167% | +$12.3K | ﹤0.01% | 922 |
|
|
2023
Q4 | $8.4K | Buy |
+123
| New | +$7.42K | ﹤0.01% | 701 |
|
|
2023
Q2 | – | Sell |
-691
| Closed | -$43.8K | – | 537 |
|
|
2023
Q1 | $43.8K | Buy |
691
+673
| +3,739% | +$43.4K | ﹤0.01% | 364 |
|
|
2022
Q4 | $1K | Buy |
+18
| New | +$1.01K | ﹤0.01% | 636 |
|
|
2022
Q2 | – | Sell |
-336
| Closed | -$23K | – | 729 |
|
|
2022
Q1 | $23K | Buy |
336
+236
| +236% | +$14.3K | ﹤0.01% | 421 |
|
|
2021
Q4 | $5K | Sell |
100
-48
| -32% | -$2.4K | ﹤0.01% | 636 |
|
|
2021
Q3 | $7K | Hold |
148
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $10K | Buy |
148
+100
| +208% | +$6.61K | ﹤0.01% | 472 |
|
|
2021
Q1 | $3K | Sell |
48
-75
| -61% | -$4.83K | ﹤0.01% | 695 |
|
|
2020
Q4 | $7K | Buy |
+123
| New | +$6.17K | ﹤0.01% | 462 |
|
|
2013
Q4 | – | Sell |
-59
| Closed | -$3K | – | 254 |
|
|
2013
Q3 | $3K | Sell |
59
-1,429
| -96% | -$77.7K | ﹤0.01% | 619 |
|
|
2013
Q2 | $73K | Buy |
+1,488
| New | +$82.5K | ﹤0.01% | 281 |
|
Other funds holding BHP
