Ruggaard & Associates’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,426
| Closed | -$215K | – | 117 |
|
2025
Q1 | $215K | Sell |
4,426
-200
| -4% | -$9.71K | 0.09% | 110 |
|
2024
Q4 | $226K | Sell |
4,626
-1,300
| -22% | -$63.5K | 0.1% | 104 |
|
2024
Q3 | $368K | Sell |
5,926
-1,400
| -19% | -$87K | 0.16% | 85 |
|
2024
Q2 | $418K | Buy |
7,326
+736
| +11% | +$42K | 0.19% | 71 |
|
2024
Q1 | $380K | Sell |
6,590
-50
| -0.8% | -$2.88K | 0.18% | 75 |
|
2023
Q4 | $454K | Hold |
6,640
| – | – | 0.24% | 60 |
|
2023
Q3 | $378K | Hold |
6,640
| – | – | 0.22% | 68 |
|
2023
Q2 | $396K | Buy |
6,640
+100
| +2% | +$5.97K | 0.23% | 66 |
|
2023
Q1 | $415K | Buy |
+6,540
| New | +$415K | 0.26% | 60 |
|