Optimist Retirement 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 | $2.18M | Buy |
45,361
+2
| +0% | +$96 | 1.05% | 30 |
|
2025
Q1 | $2.2M | Buy |
45,359
+30,836
| +212% | +$1.5M | 1.1% | 28 |
|
2024
Q4 | $709K | Sell |
14,523
-24,300
| -63% | -$1.19M | 0.34% | 46 |
|
2024
Q3 | $2.41M | Buy |
38,823
+5,432
| +16% | +$337K | 1.09% | 22 |
|
2024
Q2 | $1.91M | Buy |
33,391
+8,126
| +32% | +$464K | 1% | 31 |
|
2024
Q1 | $1.46M | Buy |
+25,265
| New | +$1.46M | 0.75% | 42 |
|