Kelleher Financial 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
$315K Buy
6,542
+95
+1% +$4.57K 0.11% 103
2025
Q1
$313K Buy
+6,447
New +$313K 0.12% 97
2024
Q2
Sell
-6,505
Closed -$375K 111
2024
Q1
$375K Buy
+6,505
New +$375K 0.16% 88