Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,962
Closed -$274K 3567
2024
Q2
$283K Sell
4,962
-4,307
-46% -$250K 0.01% 2581
2024
Q1
$535K Buy
+9,269
New +$555K 0.03% 2402
2023
Q4
Hold
0
4305
2023
Q3
Sell
-3,760
Closed -$220K 4145
2023
Q2
$224K Buy
+3,760
New +$224K 0.02% 2795
2023
Q1
Hold
0
4344
2022
Q4
Hold
0
4491
2022
Q3
Sell
-3,760
Closed -$199K 5042
2022
Q2
$224K Buy
+3,760
New +$233K 0.01% 4658
2022
Q1
Hold
0
5267
2021
Q4
Hold
0
5169
2021
Q3
Sell
-41,261
Closed -$2.52M 5221
2021
Q2
$2.68M Sell
41,261
-33,322
-45% -$2.2M 0.07% 1606
2021
Q1
$4.62M Buy
+74,583
New +$4.8M 0.12% 1131
2020
Q4
Hold
0
4611
2020
Q3
Hold
0
4415
2020
Q2
Hold
0
4413
2020
Q1
Sell
-19,146
Closed -$799K 4035
2019
Q4
$934K Buy
19,146
+15,538
+431% +$706K 0.04% 1574
2019
Q3
$159K Sell
3,608
-43,199
-92% -$2.02M 0.01% 3026
2019
Q2
$2.43M Buy
+46,807
New +$2.26M 0.1% 1142
2019
Q1
Hold
0
3873
2018
Q4
Sell
-12,239
Closed -$513K 4060
2018
Q3
$544K Buy
+12,239
New +$530K 0.02% 2493

Other funds holding BHP