LWAM
Legacy Wealth Asset Management’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
30,612
-7,469
| -20% | -$359K | 0.37% | 67 |
|
|
2025
Q1 | $1.85M | Buy |
38,081
+6,535
| +21% | +$317K | 0.51% | 44 |
|
|
2024
Q4 | $1.54M | Sell |
31,546
-5,794
| -16% | -$283K | 0.42% | 59 |
|
|
2024
Q3 | $2.32M | Sell |
37,340
-952
| -2% | -$59.1K | 0.62% | 30 |
|
|
2024
Q2 | $2.19M | Buy |
38,292
+3,038
| +9% | +$173K | 0.62% | 33 |
|
|
2024
Q1 | $2.03M | Buy |
35,254
+1,575
| +5% | +$90.9K | 0.57% | 40 |
|
|
2023
Q4 | $2.3M | Buy |
33,679
+255
| +0.8% | +$17.4K | 0.75% | 16 |
|
|
2023
Q3 | $1.9M | Buy |
33,424
+11,459
| +52% | +$652K | 0.7% | 25 |
|
|
2023
Q2 | $1.31M | Buy |
21,965
+202
| +0.9% | +$12.1K | 0.46% | 58 |
|
|
2023
Q1 | $1.38M | Buy |
21,763
+1,324
| +6% | +$84K | 0.5% | 51 |
|
|
2022
Q4 | $1.27M | Sell |
20,439
-7,574
| -27% | -$470K | 0.48% | 54 |
|
|
2022
Q3 | $1.4M | Sell |
28,013
-10,138
| -27% | -$507K | 0.61% | 33 |
|
|
2022
Q2 | $2.14M | Buy |
38,151
+9,967
| +35% | +$560K | 0.87% | 16 |
|
|
2022
Q1 | $2.18M | Buy |
28,184
+6,342
| +29% | +$490K | 0.78% | 17 |
|
|
2021
Q4 | $1.32M | Buy |
21,842
+10,675
| +96% | +$644K | 0.45% | 49 |
|
|
2021
Q3 | $598K | Buy |
11,167
+287
| +3% | +$15.4K | 0.27% | 145 |
|
|
2021
Q2 | $792K | Sell |
10,880
-190
| -2% | -$13.8K | 0.35% | 113 |
|
|
2021
Q1 | $768K | Buy |
+11,070
| New | +$768K | 0.35% | 108 |
|