OCM
Ovata Capital Management’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
18,701
-3,921
| -17% | -$188K | 0.19% | 33 |
|
|
2025
Q1 | $1.08M | Buy |
22,622
+16,722
| +283% | +$798K | 0.41% | 26 |
|
|
2024
Q4 | $290K | Sell |
5,900
-2,100
| -26% | -$103K | 0.11% | 30 |
|
|
2024
Q3 | $509K | Hold |
8,000
| – | – | 0.22% | 26 |
|
|
2024
Q2 | $454K | Sell |
8,000
-171,509
| -96% | -$9.74M | 0.25% | 33 |
|
|
2024
Q1 | $10.3M | Buy |
179,509
+39,600
| +28% | +$2.28M | 5.37% | 7 |
|
|
2023
Q4 | $8.7M | Sell |
139,909
-1,366
| -1% | -$84.9K | 16.19% | 3 |
|
|
2023
Q3 | $8.12M | Buy |
141,275
+111,023
| +367% | +$6.38M | 10.19% | 4 |
|
|
2023
Q2 | $1.8M | Sell |
30,252
-91,871
| -75% | -$5.47M | 2.37% | 11 |
|
|
2023
Q1 | $7.72M | Buy |
122,123
+35,419
| +41% | +$2.24M | 3.29% | 4 |
|
|
2022
Q4 | $5.38M | Buy |
+86,704
| New | +$5.38M | 1.75% | 6 |
|
|
2022
Q3 | – | Sell |
-102,475
| Closed | -$5.81M | – | 38 |
|
|
2022
Q2 | $5.81M | Sell |
102,475
-24,706
| -19% | -$1.4M | 1.7% | 8 |
|
|
2022
Q1 | $9.86M | Buy |
+127,181
| New | +$9.86M | 3.04% | 6 |
|