Montag & Associates’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Hold |
550
| – | – | ﹤0.01% | 651 |
|
|
2025
Q1 | $26.7K | Hold |
550
| – | – | ﹤0.01% | 693 |
|
|
2024
Q4 | $26.9K | Hold |
550
| – | – | ﹤0.01% | 689 |
|
|
2024
Q3 | $35K | Hold |
550
| – | – | ﹤0.01% | 656 |
|
|
2024
Q2 | $31.4K | Hold |
550
| – | – | ﹤0.01% | 657 |
|
|
2024
Q1 | $31.7K | Hold |
550
| – | – | ﹤0.01% | 644 |
|
|
2023
Q4 | $37.6K | Buy |
+550
| New | +$37.6K | ﹤0.01% | 619 |
|