Simon Quick 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 | $367K | Buy |
+7,631
| New | +$367K | 0.01% | 542 |
|
2020
Q1 | – | Sell |
-1,682
| Closed | -$82K | – | 499 |
|
2019
Q4 | $82K | Hold |
1,682
| – | – | 0.03% | 165 |
|
2019
Q3 | $74K | Sell |
1,682
-59
| -3% | -$2.6K | 0.03% | 140 |
|
2019
Q2 | $90.2K | Buy |
1,741
+956
| +122% | +$49.6K | 0.05% | 92 |
|
2019
Q1 | $38K | Buy |
+785
| New | +$38K | 0.02% | 234 |
|