Shelton Capital Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $303K | Hold |
6,300
| – | – | 0.01% | 483 |
|
2025
Q1 | $306K | Hold |
6,300
| – | – | 0.01% | 463 |
|
2024
Q4 | $308K | Hold |
6,300
| – | – | 0.01% | 494 |
|
2024
Q3 | $391K | Hold |
6,300
| – | – | 0.01% | 407 |
|
2024
Q2 | $360K | Hold |
6,300
| – | – | 0.01% | 412 |
|
2024
Q1 | $363K | Buy |
+6,300
| New | +$363K | 0.01% | 441 |
|
2023
Q4 | – | Sell |
-6,300
| Closed | -$358K | – | 726 |
|
2023
Q3 | $358K | Hold |
6,300
| – | – | 0.01% | 386 |
|
2023
Q2 | $376K | Sell |
6,300
-75
| -1% | -$4.48K | 0.01% | 385 |
|
2023
Q1 | $404K | Buy |
6,375
+75
| +1% | +$4.76K | 0.02% | 351 |
|
2022
Q4 | $391K | Hold |
6,300
| – | – | 0.04% | 332 |
|
2022
Q3 | $315K | Hold |
6,300
| – | – | 0.02% | 421 |
|
2022
Q2 | $354K | Sell |
6,300
-762
| -11% | -$42.8K | 0.02% | 403 |
|
2022
Q1 | $487K | Hold |
7,062
| – | – | 0.02% | 355 |
|
2021
Q4 | $380K | Hold |
7,062
| – | – | 0.01% | 454 |
|
2021
Q3 | $337K | Hold |
7,062
| – | – | 0.01% | 501 |
|
2021
Q2 | $459K | Hold |
7,062
| – | – | 0.02% | 397 |
|
2021
Q1 | $437K | Hold |
7,062
| – | – | 0.02% | 415 |
|
2020
Q4 | $412K | Hold |
7,062
| – | – | 0.02% | 384 |
|
2020
Q3 | $326K | Sell |
7,062
-56,050
| -89% | -$2.59M | 0.01% | 517 |
|
2020
Q2 | $2.8M | Hold |
63,112
| – | – | 0.15% | 127 |
|
2020
Q1 | $2.07M | Sell |
63,112
-96
| -0.2% | -$3.14K | 0.15% | 124 |
|
2019
Q4 | $3.09M | Hold |
63,208
| – | – | 0.17% | 116 |
|
2019
Q3 | $2.78M | Hold |
63,208
| – | – | 0.16% | 116 |
|
2019
Q2 | $3.28M | Buy |
63,208
+59,752
| +1,729% | +$3.1M | 0.19% | 104 |
|
2019
Q1 | $56.4K | Sell |
3,456
-59,752
| -95% | -$975K | 0.22% | 97 |
|
2018
Q4 | $2.72M | Hold |
63,208
| – | – | 0.19% | 110 |
|
2018
Q3 | $2.81M | Sell |
63,208
-4,573
| -7% | -$203K | 0.16% | 122 |
|
2018
Q2 | $3.02M | Hold |
67,781
| – | – | 0.19% | 112 |
|
2018
Q1 | $2.69M | Buy |
67,781
+2,444
| +4% | +$96.9K | 0.18% | 120 |
|
2017
Q4 | $2.68M | Hold |
65,337
| – | – | 0.17% | 122 |
|
2017
Q3 | $2.36M | Sell |
65,337
-157
| -0.2% | -$5.68K | 0.16% | 136 |
|
2017
Q2 | $2.08M | Sell |
65,494
-74,452
| -53% | -$2.36M | 0.15% | 139 |
|
2017
Q1 | $4.53M | Sell |
139,946
-3,117
| -2% | -$101K | 0.31% | 55 |
|
2016
Q4 | $4.57M | Sell |
143,063
-3,837
| -3% | -$122K | 0.35% | 52 |
|
2016
Q3 | $4.54M | Buy |
146,900
+88,720
| +152% | +$2.74M | 0.38% | 46 |
|
2016
Q2 | $1.48M | Hold |
58,180
| – | – | 0.13% | 140 |
|
2016
Q1 | $1.34M | Hold |
58,180
| – | – | 0.12% | 158 |
|
2015
Q4 | $1.34M | Hold |
58,180
| – | – | 0.13% | 148 |
|
2015
Q3 | $1.64M | Buy |
+58,180
| New | +$1.64M | 0.18% | 116 |
|
2015
Q2 | – | Sell |
-5,322
| Closed | -$209K | – | 769 |
|
2015
Q1 | $209K | Hold |
5,322
| – | – | 0.02% | 742 |
|
2014
Q4 | $213K | Hold |
5,322
| – | – | 0.02% | 735 |
|
2014
Q3 | $265K | Hold |
5,322
| – | – | 0.04% | 595 |
|
2014
Q2 | $308K | Hold |
5,322
| – | – | 0.04% | 551 |
|
2014
Q1 | $305K | Hold |
5,322
| – | – | 0.04% | 519 |
|
2013
Q4 | $307K | Hold |
5,322
| – | – | 0.05% | 497 |
|
2013
Q3 | $299K | Hold |
5,322
| – | – | 0.05% | 470 |
|
2013
Q2 | $259K | Buy |
+5,322
| New | +$259K | 0.05% | 489 |
|