PDS Planning’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
8,739
+158
| +2% | +$7.6K | 0.03% | 271 |
|
|
2025
Q1 | $417K | Buy |
8,581
+578
| +7% | +$28.1K | 0.04% | 245 |
|
|
2024
Q4 | $391K | Buy |
8,003
+1,759
| +28% | +$85.9K | 0.03% | 227 |
|
|
2024
Q3 | $388K | Sell |
6,244
-499
| -7% | -$31K | 0.03% | 238 |
|
|
2024
Q2 | $385K | Buy |
6,743
+313
| +5% | +$17.9K | 0.04% | 215 |
|
|
2024
Q1 | $371K | Sell |
6,430
-15
| -0.2% | -$865 | 0.04% | 213 |
|
|
2023
Q4 | $440K | Buy |
6,445
+51
| +0.8% | +$3.48K | 0.05% | 166 |
|
|
2023
Q3 | $364K | Buy |
6,394
+435
| +7% | +$24.7K | 0.05% | 183 |
|
|
2023
Q2 | $356K | Buy |
5,959
+379
| +7% | +$22.6K | 0.05% | 185 |
|
|
2023
Q1 | $354K | Buy |
+5,580
| New | +$354K | 0.05% | 166 |
|
|
2022
Q2 | – | Sell |
-3,093
| Closed | -$213K | – | 220 |
|
|
2022
Q1 | $213K | Buy |
+3,093
| New | +$213K | 0.04% | 198 |
|