Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,120
Closed -$543K 1803
2024
Q4
$543K Buy
+11,120
New +$604K ﹤0.01% 1765
2024
Q3
Hold
0
1558
2024
Q2
Sell
-8,024
Closed -$466K 1775
2024
Q1
$463K Buy
+8,024
New +$480K ﹤0.01% 1270
2023
Q3
Sell
-29,000
Closed -$1.73M 1394
2023
Q2
$1.73M Buy
+29,000
New +$1.73M 0.02% 751
2023
Q1
Hold
0
1475
2022
Q3
Sell
-25,512
Closed -$1.49M 1695
2022
Q2
$1.49M Sell
25,512
-41,748
-62% -$2.59M 0.01% 866
2022
Q1
$4.69M Buy
+67,260
New +$4.09M 0.04% 638
2021
Q4
Sell
-1,675,802
Closed -$78.7M 2243
2021
Q3
$78.7M Buy
1,675,802
+1,672,176
+46,116% +$102M 0.59% 67
2021
Q2
$236K Buy
+3,626
New +$240K ﹤0.01% 1698
2021
Q1
Hold
0
1902
2020
Q4
Hold
0
1529
2020
Q3
Hold
0
1318
2019
Q4
Sell
-13,608
Closed -$595K 1107
2019
Q3
$595K Hold
13,608
﹤0.01% 942
2019
Q2
$708K Hold
13,608
0.01% 896
2019
Q1
$679K Hold
13,608
0.01% 863
2018
Q4
$584K Hold
13,608
0.01% 940
2018
Q3
$612K Buy
13,608
+1,524
+13% +$66K ﹤0.01% 973
2018
Q2
$389K Buy
12,084
+4,811
+66% +$208K ﹤0.01% 1062
2018
Q1
$288 Buy
7,273
+332
+5% +$14K ﹤0.01% 1303
2017
Q4
$283K Sell
6,941
-527
-7% -$19.8K ﹤0.01% 1414
2017
Q3
$271K Sell
7,468
-12,575
-63% -$460K ﹤0.01% 1375
2017
Q2
$636K Buy
20,043
+3,379
+20% +$107K 0.01% 1155
2017
Q1
$540K Buy
+16,664
New +$576K 0.01% 892
2016
Q2
Hold
0
1259
2016
Q1
Hold
0
1585
2015
Q4
Hold
0
1853
2015
Q3
Hold
0
1659
2015
Q1
Sell
-118,266
Closed -$4.74M 1788
2014
Q4
$4.74M Sell
118,266
-32,777
-22% -$1.51M 0.05% 632
2014
Q3
$7.52M Buy
151,043
+64,571
+75% +$3.76M 0.06% 539
2014
Q2
$5.01M Sell
86,472
-12,073
-12% -$709K 0.04% 682
2014
Q1
$5.64M Buy
98,545
+78,408
+389% +$4.39M 0.05% 702
2013
Q4
$1.16M Buy
20,137
+8,161
+68% +$472K 0.01% 927
2013
Q3
$673K Buy
11,976
+5,713
+91% +$311K 0.01% 1247
2013
Q2
$306K Buy
+6,263
New +$347K ﹤0.01% 1588

Other funds holding BHP