Pinnacle Wealth Planning Services’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
6,906
+1,998
| +41% | +$96.1K | 0.04% | 272 |
|
|
2025
Q1 | $238K | Buy |
4,908
+291
| +6% | +$14.1K | 0.04% | 314 |
|
|
2024
Q4 | $225K | Sell |
4,617
-2,835
| -38% | -$138K | 0.03% | 333 |
|
|
2024
Q3 | $463K | Sell |
7,452
-44
| -0.6% | -$2.73K | 0.06% | 201 |
|
|
2024
Q2 | $428K | Buy |
7,496
+19
| +0.3% | +$1.09K | 0.06% | 207 |
|
|
2024
Q1 | $431K | Buy |
7,477
+333
| +5% | +$19.2K | 0.06% | 217 |
|
|
2023
Q4 | $488K | Buy |
7,144
+14
| +0.2% | +$956 | 0.08% | 181 |
|
|
2023
Q3 | $406K | Buy |
7,130
+248
| +4% | +$14.1K | 0.07% | 196 |
|
|
2023
Q2 | $411K | Sell |
6,882
-58
| -0.8% | -$3.46K | 0.07% | 201 |
|
|
2023
Q1 | $440K | Buy |
6,940
+28
| +0.4% | +$1.78K | 0.07% | 193 |
|
|
2022
Q4 | $429K | Sell |
6,912
-1,048
| -13% | -$65K | 0.08% | 193 |
|
|
2022
Q3 | $398K | Sell |
7,960
-2,114
| -21% | -$106K | 0.07% | 178 |
|
|
2022
Q2 | $566K | Buy |
10,074
+1,154
| +13% | +$64.8K | 0.1% | 135 |
|
|
2022
Q1 | $615K | Buy |
8,920
+3,530
| +65% | +$243K | 0.11% | 140 |
|
|
2021
Q4 | $290K | Buy |
5,390
+1,025
| +23% | +$55.1K | 0.06% | 261 |
|
|
2021
Q3 | $208K | Sell |
4,365
-9
| -0.2% | -$429 | 0.05% | 321 |
|
|
2021
Q2 | $284K | Buy |
4,374
+48
| +1% | +$3.12K | 0.07% | 238 |
|
|
2021
Q1 | $268K | Buy |
4,326
+487
| +13% | +$30.2K | 0.07% | 233 |
|
|
2020
Q4 | $224K | Buy |
+3,839
| New | +$224K | 0.05% | 254 |
|