MGWM
Marks Group Wealth Management’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
5,340
+632
| +13% | +$30.4K | 0.02% | 269 |
|
|
2025
Q1 | $229K | Sell |
4,708
-188
| -4% | -$9.13K | 0.02% | 289 |
|
|
2024
Q4 | $239K | Sell |
4,896
-3,553
| -42% | -$173K | 0.02% | 274 |
|
|
2024
Q3 | $525K | Sell |
8,449
-431
| -5% | -$26.8K | 0.05% | 221 |
|
|
2024
Q2 | $507K | Sell |
8,880
-564
| -6% | -$32.2K | 0.05% | 220 |
|
|
2024
Q1 | $545K | Sell |
9,444
-3,477
| -27% | -$201K | 0.06% | 214 |
|
|
2023
Q4 | $883K | Sell |
12,921
-497
| -4% | -$34K | 0.1% | 177 |
|
|
2023
Q3 | $763K | Sell |
13,418
-339
| -2% | -$19.3K | 0.09% | 181 |
|
|
2023
Q2 | $821K | Sell |
13,757
-43
| -0.3% | -$2.57K | 0.1% | 177 |
|
|
2023
Q1 | $875K | Sell |
13,800
-40
| -0.3% | -$2.54K | 0.11% | 173 |
|
|
2022
Q4 | $859K | Sell |
13,840
-412
| -3% | -$25.6K | 0.12% | 174 |
|
|
2022
Q3 | $713K | Buy |
14,252
+217
| +2% | +$10.9K | 0.11% | 177 |
|
|
2022
Q2 | $789K | Buy |
14,035
+1,850
| +15% | +$21.1K | 0.11% | 182 |
|
|
2022
Q1 | $942K | Buy |
12,185
+2,797
| +30% | +$216K | 0.12% | 170 |
|
|
2021
Q4 | $570K | Buy |
9,388
+1,640
| +21% | +$99.6K | 0.07% | 223 |
|
|
2021
Q3 | $414K | Buy |
7,748
+2,581
| +50% | +$138K | 0.06% | 216 |
|
|
2021
Q2 | $376K | Buy |
5,167
+173
| +3% | +$12.6K | 0.05% | 197 |
|
|
2021
Q1 | $347K | Buy |
+4,994
| New | +$347K | 0.05% | 198 |
|