Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.1K | Hold |
1,150
| – | – | 0.03% | 317 |
|
|
2025
Q2 | $55.3K | Hold |
1,150
| – | – | 0.02% | 329 |
|
|
2025
Q1 | $55.8K | Hold |
1,150
| – | – | 0.03% | 324 |
|
|
2024
Q4 | $56.2K | Sell |
1,150
-200
| -15% | -$10.9K | 0.02% | 325 |
|
|
2024
Q3 | $83.8K | Sell |
1,350
-1,300
| -49% | -$71.8K | 0.04% | 295 |
|
|
2024
Q2 | $151K | Sell |
2,650
-400
| -13% | -$23.2K | 0.07% | 213 |
|
|
2024
Q1 | $176K | Hold |
3,050
| – | – | 0.08% | 201 |
|
|
2023
Q4 | $208K | Hold |
3,050
| – | – | 0.1% | 179 |
|
|
2023
Q3 | $173K | Hold |
3,050
| – | – | 0.09% | 193 |
|
|
2023
Q2 | $182K | Hold |
3,050
| – | – | 0.09% | 195 |
|
|
2023
Q1 | $193K | Buy |
3,050
+1,850
| +154% | +$119K | 0.1% | 182 |
|
|
2022
Q4 | $74.5K | Buy |
1,200
+200
| +20% | +$11.2K | 0.04% | 319 |
|
|
2022
Q3 | $50K | Hold |
1,000
| – | – | 0.03% | 377 |
|
|
2022
Q2 | $56K | Sell |
1,000
-121
| -11% | -$7.51K | 0.03% | 378 |
|
|
2022
Q1 | $77K | Hold |
1,121
| – | – | 0.03% | 357 |
|
|
2021
Q4 | $60K | Hold |
1,121
| – | – | 0.02% | 429 |
|
|
2021
Q3 | $54K | Sell |
1,121
-3,139
| -74% | -$192K | 0.02% | 438 |
|
|
2021
Q2 | $277K | Sell |
4,260
-2,186
| -34% | -$145K | 0.09% | 209 |
|
|
2021
Q1 | $399K | Hold |
6,446
| – | – | 0.12% | 175 |
|
|
2020
Q4 | $376K | Buy |
6,446
+2,971
| +85% | +$149K | 0.11% | 167 |
|
|
2020
Q3 | $160K | Buy |
3,475
+56
| +2% | +$2.69K | 0.05% | 265 |
|
|
2020
Q2 | $152K | Sell |
3,419
-102
| -3% | -$3.99K | 0.05% | 265 |
|
|
2020
Q1 | $115K | Sell |
3,521
-561
| -14% | -$23.4K | 0.05% | 287 |
|
|
2019
Q4 | $199K | Hold |
4,082
| – | – | 0.06% | 275 |
|
|
2019
Q3 | $180K | Sell |
4,082
-794
| -16% | -$37.1K | 0.06% | 284 |
|
|
2019
Q2 | $253K | Sell |
4,876
-107
| -2% | -$5.17K | 0.08% | 235 |
|
|
2019
Q1 | $243K | Sell |
4,983
-740
| -13% | -$33.7K | 0.08% | 243 |
|
|
2018
Q4 | $247K | Sell |
5,723
-897
| -14% | -$37.6K | 0.08% | 218 |
|
|
2018
Q3 | $294K | Sell |
6,620
-3,082
| -32% | -$134K | 0.08% | 240 |
|
|
2018
Q2 | $433K | Hold |
9,702
| – | – | 0.12% | 175 |
|
|
2018
Q1 | $385K | Sell |
9,702
-196
| -2% | -$8.25K | 0.11% | 188 |
|
|
2017
Q4 | $406K | Buy |
9,898
+1,737
| +21% | +$65.4K | 0.13% | 190 |
|
|
2017
Q3 | $295K | Buy |
+8,161
| New | +$298K | 0.1% | 228 |
|
|
2015
Q1 | $260K | Sell |
6,623
-473
| -7% | -$19.2K | 0.08% | 244 |
|
|
2014
Q4 | $284K | Sell |
7,096
-828
| -10% | -$38.2K | 0.09% | 211 |
|
|
2014
Q3 | $394K | Sell |
7,924
-203
| -2% | -$11.8K | 0.13% | 165 |
|
|
2014
Q2 | $470K | Buy |
8,127
+1,857
| +30% | +$109K | 0.15% | 156 |
|
|
2014
Q1 | $359K | Buy |
6,270
+354
| +6% | +$19.8K | 0.13% | 162 |
|
|
2013
Q4 | $341K | Buy |
5,916
+391
| +7% | +$22.6K | 0.13% | 160 |
|
|
2013
Q3 | $311K | Buy |
+5,525
| New | +$300K | 0.13% | 168 |
|
Other funds holding BHP
HL
Optimum Investment Advisors's BHP Position: Q3 2025 in Review
Optimum Investment Advisors held its BHP (BHP) position steady in Q3 2025 at 1,150 shares worth $64.1K. The position accounts for 0.03% of the portfolio, ranked #317.
Optimum Investment Advisors first reported a position in BHP in Q3 2013 and has held it in 40 quarters since. The position peaked at $470K in Q2 2014. 628 funds tracked by Wall St. Rank hold BHP as of Q3 2025.
- Optimum Investment Advisors held 1,150 shares of BHP worth $64.1K as of Q3 2025.
- Optimum Investment Advisors left its BHP share count unchanged in Q3 2025.
- BHP made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #317 holding.
- Optimum Investment Advisors first reported a position in BHP in Q3 2013 and has held it in 40 quarters since.
- Optimum Investment Advisors's BHP position peaked at $470K in Q2 2014.
- 628 funds tracked by Wall St. Rank held BHP as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.