Lyell Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,784
| Closed | -$232K | – | 221 |
|
|
2025
Q1 | $232K | Sell |
4,784
-2,757
| -37% | -$134K | 0.02% | 191 |
|
|
2024
Q4 | $368K | Sell |
7,541
-13,921
| -65% | -$680K | 0.03% | 156 |
|
|
2024
Q3 | $1.33M | Sell |
21,462
-33,215
| -61% | -$2.06M | 0.12% | 107 |
|
|
2024
Q2 | $3.12M | Sell |
54,677
-5,240
| -9% | -$299K | 0.3% | 82 |
|
|
2024
Q1 | $3.46M | Buy |
59,917
+156
| +0.3% | +$9K | 0.35% | 80 |
|
|
2023
Q4 | $4.08M | Buy |
59,761
+3,882
| +7% | +$265K | 0.46% | 69 |
|
|
2023
Q3 | $3.18M | Sell |
55,879
-1,475
| -3% | -$83.9K | 0.43% | 73 |
|
|
2023
Q2 | $3.42M | Buy |
57,354
+6,653
| +13% | +$397K | 0.44% | 72 |
|
|
2023
Q1 | $3.21M | Buy |
+50,701
| New | +$3.21M | 0.45% | 74 |
|