Salem Investment Counselors’s BHP BHP Stock Holding History

Salem Investment Counselors’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.9K	Hold	755	–	–	﹤0.01%	569
2026 Q1	$54.9K	Buy	+755	New	+$53.4K	﹤0.01%	579
2025 Q4	–	Sell	-283	Closed	-$15.8K	–	471
2025 Q3	$15.8K	Hold	283	–	–	﹤0.01%	803
2025 Q2	$13.6K	Sell	283 -150	-35%	-$7.21K	﹤0.01%	796
2025 Q1	$21K	Hold	433	–	–	﹤0.01%	707
2024 Q4	$21.1K	Hold	433	–	–	﹤0.01%	712
2024 Q3	$27.4K	Hold	433	–	–	﹤0.01%	694
2024 Q2	$24.7K	Sell	433 -500	-54%	-$29.1K	﹤0.01%	695
2024 Q1	$53.8K	Hold	933	–	–	﹤0.01%	540
2023 Q4	$63.7K	Hold	933	–	–	﹤0.01%	502
2023 Q3	$53.1K	Buy	933 +150	+19%	+$8.77K	﹤0.01%	511
2023 Q2	$46.7K	Buy	783 +99	+14%	+$5.9K	﹤0.01%	531
2023 Q1	$43.4K	Buy	684 +400	+141%	+$25.8K	﹤0.01%	556
2022 Q4	$17.6K	Hold	284	–	–	﹤0.01%	682
2022 Q3	$14K	Sell	284 -176	-38%	-$9.32K	﹤0.01%	688
2022 Q2	$26K	Buy	460 +215	+88%	+$13.3K	﹤0.01%	614
2022 Q1	$17K	Buy	245 +224	+1,067%	+$13.6K	﹤0.01%	665
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	1028
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	930
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	856
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	828
2020 Q4	$1K	Buy	+21	New	+$1.05K	﹤0.01%	770
2019 Q2	–	Sell	-504	Closed	-$20K	–	670
2019 Q1	$20K	Buy	+504	New	+$23K	﹤0.01%	365
2018 Q4	–	Sell	-504	Closed	-$20K	–	203
2018 Q3	$20K	Hold	504	–	–	﹤0.01%	365
2018 Q2	$20K	Hold	504	–	–	﹤0.01%	383
2018 Q1	$18K	Hold	504	–	–	﹤0.01%	401
2017 Q4	$18K	Hold	504	–	–	﹤0.01%	409
2017 Q3	$16K	Hold	504	–	–	﹤0.01%	410
2017 Q2	$14K	Hold	504	–	–	﹤0.01%	439
2017 Q1	$14K	Hold	504	–	–	﹤0.01%	500
2016 Q4	$14K	Hold	504	–	–	﹤0.01%	466
2016 Q3	$137	Buy	+504	New	+$13.8K	﹤0.01%	403
2016 Q1	–	Sell	-16,080	Closed	-$370K	–	254
2015 Q4	$370K	Sell	16,080 -13,553	-46%	-$362K	0.05%	199
2015 Q3	$828K	Sell	29,633 -7,790	-21%	-$253K	0.11%	147
2015 Q2	$1.36M	Sell	37,423 -1,769	-5%	-$71.4K	0.17%	120
2015 Q1	$1.54M	Buy	39,192 +5,884	+18%	+$239K	0.18%	116
2014 Q4	$1.33M	Sell	33,308 -31,636	-49%	-$1.46M	0.16%	118
2014 Q3	$3.23M	Sell	64,944 -266	-0.4%	-$15.5K	0.39%	71
2014 Q2	$3.77M	Sell	65,210 -296	-0.5%	-$17.4K	0.46%	64
2014 Q1	$3.75M	Sell	65,506 -1,035	-2%	-$58K	0.46%	59
2013 Q4	$3.84M	Sell	66,541 -4,317	-6%	-$250K	0.5%	59
2013 Q3	$3.98M	Buy	70,858 +5,943	+9%	+$323K	0.55%	57
2013 Q2	$3.17M	Buy	+64,915	New	+$3.6M	0.46%	61

Other funds holding BHP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return