Mount Yale Investment Advisors’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
$221K Buy
2023
Q1
Sell
2022
Q4
$673K Buy
2022
Q3
$465K Sell
2022
Q2
$589K Sell
2022
Q1
$731K Buy
2018
Q4
Sell
2018
Q3
$6K Hold
2018
Q2
$6K Hold
2018
Q1
$5K Buy