Shepherd Financial Partners’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,510
| Closed | -$543K | – | 218 |
|
|
2024
Q2 | $543K | Sell |
9,510
-16,271
| -63% | -$929K | 0.07% | 141 |
|
|
2024
Q1 | $1.49M | Buy |
25,781
+840
| +3% | +$48.5K | 0.19% | 76 |
|
|
2023
Q4 | $1.7M | Sell |
24,941
-4
| -0% | -$273 | 0.24% | 66 |
|
|
2023
Q3 | $1.42M | Sell |
24,945
-2,561
| -9% | -$146K | 0.22% | 71 |
|
|
2023
Q2 | $1.64M | Buy |
27,506
+783
| +3% | +$46.7K | 0.25% | 64 |
|
|
2023
Q1 | $1.69M | Buy |
26,723
+122
| +0.5% | +$7.74K | 0.28% | 60 |
|
|
2022
Q4 | $1.65M | Buy |
26,601
+5,882
| +28% | +$365K | 0.3% | 60 |
|
|
2022
Q3 | $1.04M | Buy |
20,719
+12,600
| +155% | +$631K | 0.2% | 78 |
|
|
2022
Q2 | $456K | Sell |
8,119
-31
| -0.4% | -$1.74K | 0.09% | 118 |
|
|
2022
Q1 | $560K | Buy |
+8,150
| New | +$560K | 0.1% | 115 |
|