SOA Wealth Advisors’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1K | Hold |
440
| – | – | ﹤0.01% | 493 |
|
|
2025
Q1 | $21.3K | Buy |
440
+5
| +1% | +$243 | ﹤0.01% | 462 |
|
|
2024
Q4 | $21.3K | Buy |
435
+5
| +1% | +$244 | ﹤0.01% | 448 |
|
|
2024
Q3 | $26.7K | Hold |
430
| – | – | 0.01% | 408 |
|
|
2024
Q2 | $24.6K | Buy |
430
+4
| +0.9% | +$229 | ﹤0.01% | 407 |
|
|
2024
Q1 | $24.5K | Hold |
426
| – | – | 0.01% | 412 |
|
|
2023
Q4 | $29.1K | Hold |
426
| – | – | 0.01% | 364 |
|
|
2023
Q3 | $24.2K | Buy |
426
+6
| +1% | +$341 | 0.01% | 389 |
|
|
2023
Q2 | $25.1K | Hold |
420
| – | – | 0.01% | 398 |
|
|
2023
Q1 | $26.6K | Buy |
420
+5
| +1% | +$317 | 0.01% | 374 |
|
|
2022
Q4 | $25.7K | Buy |
415
+1
| +0.2% | +$62 | 0.01% | 371 |
|
|
2022
Q3 | $20K | Buy |
414
+13
| +3% | +$628 | 0.01% | 384 |
|
|
2022
Q2 | $22K | Sell |
401
-49
| -11% | -$2.69K | 0.01% | 362 |
|
|
2022
Q1 | $31K | Buy |
450
+7
| +2% | +$482 | 0.01% | 384 |
|
|
2021
Q4 | $23K | Hold |
443
| – | – | 0.01% | 419 |
|
|
2021
Q3 | $21K | Buy |
443
+14
| +3% | +$664 | 0.01% | 447 |
|
|
2021
Q2 | $27K | Hold |
429
| – | – | 0.01% | 404 |
|
|
2021
Q1 | $26K | Buy |
429
+5
| +1% | +$303 | 0.01% | 351 |
|
|
2020
Q4 | $26K | Buy |
+424
| New | +$26K | 0.01% | 350 |
|