Naples Global Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
5,043
-450
| -8% | -$21.6K | 0.02% | 389 |
|
|
2025
Q1 | $267K | Sell |
5,493
-9
| -0.2% | -$437 | 0.03% | 362 |
|
|
2024
Q4 | $269K | Buy |
5,502
+659
| +14% | +$32.2K | 0.03% | 358 |
|
|
2024
Q3 | $308K | Hold |
4,843
| – | – | 0.03% | 347 |
|
|
2024
Q2 | $276K | Buy |
4,843
+25
| +0.5% | +$1.43K | 0.03% | 346 |
|
|
2024
Q1 | $278K | Sell |
4,818
-19
| -0.4% | -$1.1K | 0.03% | 353 |
|
|
2023
Q4 | $330K | Hold |
4,837
| – | – | 0.04% | 335 |
|
|
2023
Q3 | $275K | Buy |
4,837
+250
| +5% | +$14.2K | 0.03% | 346 |
|
|
2023
Q2 | $274K | Buy |
4,587
+100
| +2% | +$5.97K | 0.03% | 351 |
|
|
2023
Q1 | $284K | Hold |
4,487
| – | – | 0.04% | 343 |
|
|
2022
Q4 | $278K | Sell |
4,487
-200
| -4% | -$12.4K | 0.04% | 335 |
|
|
2022
Q3 | $235K | Buy |
+4,687
| New | +$235K | 0.03% | 342 |
|
|
2022
Q2 | – | Sell |
-3,592
| Closed | -$247K | – | 375 |
|
|
2022
Q1 | $247K | Buy |
+3,592
| New | +$247K | 0.03% | 365 |
|