Kingswood 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
Q1 | – | Sell |
-4,171
| Closed | -$204K | – | 733 |
|
|
2024
Q4 | $204K | Buy |
4,171
+551
| +15% | +$26.9K | 0.02% | 731 |
|
|
2024
Q3 | $225K | Buy |
3,620
+2
| +0.1% | +$124 | 0.02% | 643 |
|
|
2024
Q2 | $207K | Buy |
3,618
+144
| +4% | +$8.22K | 0.02% | 628 |
|
|
2024
Q1 | $200K | Sell |
3,474
-3,795
| -52% | -$219K | 0.02% | 578 |
|
|
2023
Q4 | $497K | Buy |
7,269
+2,820
| +63% | +$193K | 0.06% | 346 |
|
|
2023
Q3 | $253K | Buy |
+4,449
| New | +$253K | 0.04% | 350 |
|