MAI Capital Management’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 | $1.3M | Buy |
17,918
+2,815
| +19% | +$199K | 0.01% | 691 |
|
|
2025
Q4 | $912K | Sell |
15,103
-152
| -1% | -$8.64K | 0.01% | 767 |
|
|
2025
Q3 | $850K | Buy |
15,255
+9,164
| +150% | +$488K | 0.01% | 761 |
|
|
2025
Q2 | $293K | Buy |
6,091
+1,224
| +25% | +$58.8K | ﹤0.01% | 1017 |
|
|
2025
Q1 | $236K | Buy |
4,867
+688
| +16% | +$34.3K | ﹤0.01% | 1060 |
|
|
2024
Q4 | $204K | Buy |
4,179
+601
| +17% | +$32.7K | ﹤0.01% | 1143 |
|
|
2024
Q3 | $222K | Sell |
3,578
-4,465
| -56% | -$247K | ﹤0.01% | 979 |
|
|
2024
Q2 | $459K | Buy |
8,043
+460
| +6% | +$26.7K | ﹤0.01% | 839 |
|
|
2024
Q1 | $437K | Sell |
7,583
-582
| -7% | -$34.8K | ﹤0.01% | 854 |
|
|
2023
Q4 | $558K | Buy |
8,165
+1,866
| +30% | +$113K | 0.01% | 664 |
|
|
2023
Q3 | $358K | Sell |
6,299
-585
| -8% | -$34.2K | 0.01% | 749 |
|
|
2023
Q2 | $411K | Sell |
6,884
-1,808
| -21% | -$108K | 0.01% | 710 |
|
|
2023
Q1 | $551K | Buy |
8,692
+741
| +9% | +$47.8K | 0.01% | 605 |
|
|
2022
Q4 | $493K | Buy |
7,951
+3,757
| +90% | +$211K | 0.01% | 619 |
|
|
2022
Q3 | $210K | Buy |
+4,194
| New | +$222K | ﹤0.01% | 814 |
|
|
2022
Q2 | – | Sell |
-3,876
| Closed | -$267K | – | 903 |
|
|
2022
Q1 | $267K | Sell |
3,876
-2,535
| -40% | -$154K | ﹤0.01% | 721 |
|
|
2021
Q4 | $345K | Buy |
+6,411
| New | +$321K | 0.01% | 662 |
|
|
2014
Q2 | – | Sell |
-3,729
| Closed | -$214K | – | 396 |
|
|
2014
Q1 | $214K | Sell |
3,729
-329
| -8% | -$18.4K | 0.02% | 365 |
|
|
2013
Q4 | $234K | Sell |
4,058
-526
| -11% | -$30.4K | 0.02% | 324 |
|
|
2013
Q3 | $258K | Buy |
+4,584
| New | +$249K | 0.03% | 275 |
|