Sequoia Financial Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.69M | Buy |
35,133
+4,516
| +15% | +$217K | 0.01% | 511 |
|
2025
Q1 | $1.49M | Sell |
30,617
-7,750
| -20% | -$376K | 0.01% | 505 |
|
2024
Q4 | $1.87M | Buy |
38,367
+360
| +0.9% | +$17.6K | 0.02% | 419 |
|
2024
Q3 | $2.37M | Buy |
38,007
+10,507
| +38% | +$655K | 0.03% | 344 |
|
2024
Q2 | $1.57M | Buy |
27,500
+202
| +0.7% | +$11.5K | 0.02% | 378 |
|
2024
Q1 | $1.57M | Sell |
27,298
-22,777
| -45% | -$1.31M | 0.02% | 371 |
|
2023
Q4 | $3.42M | Buy |
50,075
+25,670
| +105% | +$1.75M | 0.04% | 257 |
|
2023
Q3 | $1.39M | Sell |
24,405
-514
| -2% | -$29.2K | 0.02% | 280 |
|
2023
Q2 | $1.49M | Buy |
24,919
+7,154
| +40% | +$427K | 0.03% | 278 |
|
2023
Q1 | $1.13M | Buy |
17,765
+1,899
| +12% | +$120K | 0.03% | 291 |
|
2022
Q4 | $984K | Buy |
15,866
+4,585
| +41% | +$284K | 0.02% | 294 |
|
2022
Q3 | $565K | Sell |
11,281
-4,261
| -27% | -$213K | 0.02% | 276 |
|
2022
Q2 | $873K | Buy |
15,542
+34
| +0.2% | +$1.91K | 0.02% | 250 |
|
2022
Q1 | $1.07M | Buy |
15,508
+8,078
| +109% | +$557K | 0.03% | 251 |
|
2021
Q4 | $400K | Buy |
7,430
+2,990
| +67% | +$161K | 0.01% | 376 |
|
2021
Q3 | $212K | Sell |
4,440
-3,380
| -43% | -$161K | 0.02% | 242 |
|
2021
Q2 | $508K | Buy |
7,820
+206
| +3% | +$13.4K | 0.02% | 278 |
|
2021
Q1 | $471K | Buy |
7,614
+3,565
| +88% | +$221K | 0.02% | 265 |
|
2020
Q4 | $236K | Buy |
+4,049
| New | +$236K | 0.01% | 360 |
|