Ritholtz Wealth Management’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 | $3.76M | Buy |
51,721
+10,958
| +27% | +$774K | 0.07% | 224 |
|
|
2025
Q4 | $2.46M | Buy |
40,763
+2,290
| +6% | +$130K | 0.04% | 299 |
|
|
2025
Q3 | $2.14M | Buy |
38,473
+15,393
| +67% | +$819K | 0.04% | 314 |
|
|
2025
Q2 | $1.11M | Sell |
23,080
-11,447
| -33% | -$550K | 0.02% | 426 |
|
|
2025
Q1 | $1.68M | Sell |
34,527
-33,803
| -49% | -$1.68M | 0.05% | 284 |
|
|
2024
Q4 | $3.34M | Buy |
68,330
+6,673
| +11% | +$363K | 0.1% | 131 |
|
|
2024
Q3 | $3.83M | Buy |
61,657
+9,063
| +17% | +$501K | 0.12% | 115 |
|
|
2024
Q2 | $3M | Buy |
52,594
+1,212
| +2% | +$70.4K | 0.1% | 139 |
|
|
2024
Q1 | $2.96M | Buy |
51,382
+14,197
| +38% | +$850K | 0.1% | 135 |
|
|
2023
Q4 | $2.54M | Buy |
37,185
+6,926
| +23% | +$418K | 0.1% | 129 |
|
|
2023
Q3 | $1.72M | Buy |
30,259
+467
| +2% | +$27.3K | 0.08% | 169 |
|
|
2023
Q2 | $1.78M | Buy |
29,792
+5,557
| +23% | +$331K | 0.08% | 161 |
|
|
2023
Q1 | $1.54M | Buy |
24,235
+752
| +3% | +$48.5K | 0.08% | 168 |
|
|
2022
Q4 | $1.46M | Buy |
23,483
+5,979
| +34% | +$336K | 0.08% | 173 |
|
|
2022
Q3 | $876K | Sell |
17,504
-2,777
| -14% | -$147K | 0.05% | 273 |
|
|
2022
Q2 | $1.14M | Sell |
20,281
-5,381
| -21% | -$334K | 0.07% | 161 |
|
|
2022
Q1 | $1.77M | Buy |
25,662
+6,969
| +37% | +$423K | 0.12% | 103 |
|
|
2021
Q4 | $1.01M | Buy |
18,693
+5,476
| +41% | +$274K | 0.06% | 170 |
|
|
2021
Q3 | $631K | Sell |
13,217
-1,573
| -11% | -$96.1K | 0.04% | 220 |
|
|
2021
Q2 | $961K | Buy |
14,790
+1,048
| +8% | +$69.3K | 0.07% | 145 |
|
|
2021
Q1 | $851K | Buy |
13,742
+5,097
| +59% | +$328K | 0.07% | 132 |
|
|
2020
Q4 | $504K | Buy |
8,645
+548
| +7% | +$27.5K | 0.05% | 164 |
|
|
2020
Q3 | $374K | Buy |
8,097
+1,799
| +29% | +$86.6K | 0.04% | 170 |
|
|
2020
Q2 | $279K | Buy |
+6,298
| New | +$247K | 0.04% | 188 |
|
Other funds holding BHP
