Recurrent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.98M | Buy |
27,271
+1,200
| +5% | +$84.8K | 0.12% | 43 |
|
|
2025
Q4 | $1.57M | Sell |
26,071
-1,314
| -5% | -$74.7K | 0.12% | 44 |
|
|
2025
Q3 | $1.53M | Hold |
27,385
| – | – | 0.12% | 41 |
|
|
2025
Q2 | $1.32M | Hold |
27,385
| – | – | 0.11% | 43 |
|
|
2025
Q1 | $1.33M | Buy |
27,385
+1,435
| +6% | +$71.4K | 0.11% | 43 |
|
|
2024
Q4 | $1.27M | Sell |
25,950
-1,786
| -6% | -$97.1K | 0.12% | 42 |
|
|
2024
Q3 | $1.72M | Sell |
27,736
-1,963
| -7% | -$108K | 0.17% | 31 |
|
|
2024
Q2 | $1.7M | Sell |
29,699
-900
| -3% | -$52.3K | 0.18% | 31 |
|
|
2024
Q1 | $1.77M | Hold |
30,599
| – | – | 0.2% | 31 |
|
|
2023
Q4 | $2.09M | Sell |
30,599
-3,392
| -10% | -$205K | 0.31% | 25 |
|
|
2023
Q3 | $1.93M | Buy |
33,991
+17
| +0.1% | +$994 | 0.28% | 31 |
|
|
2023
Q2 | $2.03M | Buy |
33,974
+3,230
| +11% | +$193K | 0.34% | 31 |
|
|
2023
Q1 | $1.95M | Hold |
30,744
| – | – | 0.39% | 27 |
|
|
2022
Q4 | $1.91M | Hold |
30,744
| – | – | 0.41% | 26 |
|
|
2022
Q3 | $1.54M | Buy |
30,744
+5,337
| +21% | +$283K | 0.42% | 28 |
|
|
2022
Q2 | $1.43M | Sell |
25,407
-3,074
| -11% | -$191K | 0.43% | 27 |
|
|
2022
Q1 | $1.96M | Buy |
28,481
+4,116
| +17% | +$250K | 0.62% | 25 |
|
|
2021
Q4 | $1.31M | Hold |
24,365
| – | – | 0.53% | 26 |
|
|
2021
Q3 | $1.16M | Hold |
24,365
| – | – | 0.51% | 29 |
|
|
2021
Q2 | $1.58M | Hold |
24,365
| – | – | 0.8% | 24 |
|
|
2021
Q1 | $1.51M | Hold |
24,365
| – | – | 0.95% | 26 |
|
|
2020
Q4 | $1.42M | Hold |
24,365
| – | – | 1.05% | 26 |
|
|
2020
Q3 | $1.12M | Sell |
24,365
-4,820
| -17% | -$232K | 1.2% | 23 |
|
|
2020
Q2 | $1.29M | Hold |
29,185
| – | – | 1.22% | 22 |
|
|
2020
Q1 | $955K | Buy |
29,185
+5,941
| +26% | +$248K | 1.79% | 19 |
|
|
2019
Q4 | $1.13M | Buy |
+23,244
| New | +$1.06M | 1.45% | 20 |
|
Other funds holding BHP
