Mather Group’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 |
-3,935
| Closed | -$191K | – | 723 |
|
|
2025
Q1 | $191K | Sell |
3,935
-610
| -13% | -$29.6K | ﹤0.01% | 602 |
|
|
2024
Q4 | $222K | Sell |
4,545
-34
| -0.7% | -$1.66K | ﹤0.01% | 537 |
|
|
2024
Q3 | $284K | Sell |
4,579
-2,002
| -30% | -$124K | ﹤0.01% | 481 |
|
|
2024
Q2 | $380K | Buy |
6,581
+2,358
| +56% | +$136K | ﹤0.01% | 475 |
|
|
2024
Q1 | $288K | Buy |
4,223
+125
| +3% | +$8.54K | ﹤0.01% | 449 |
|
|
2023
Q4 | $280K | Hold |
4,098
| – | – | ﹤0.01% | 467 |
|
|
2023
Q3 | $233K | Sell |
4,098
-11
| -0.3% | -$626 | ﹤0.01% | 496 |
|
|
2023
Q2 | $245K | Buy |
4,109
+658
| +19% | +$39.3K | ﹤0.01% | 501 |
|
|
2023
Q1 | $219K | Hold |
3,451
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $214K | Buy |
+3,451
| New | +$214K | ﹤0.01% | 452 |
|
|
2022
Q2 | – | Sell |
-4,477
| Closed | -$309K | – | 385 |
|
|
2022
Q1 | $309K | Hold |
4,477
| – | – | 0.01% | 342 |
|
|
2021
Q4 | $241K | Buy |
+4,477
| New | +$241K | ﹤0.01% | 336 |
|