SP
BHP icon

Successful Portfolios’s BHP BHP Stock Holding History

Successful Portfolios’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Sell
4,137
-1,009
-20% -$83.7K 0.16% 127
2026
Q1 		$367K Sell
5,146
-976
-16% -$69K 0.2% 99
2025
Q4 		$378K Buy
6,122
+923
+18% +$52.4K 0.19% 113
2025
Q3 		$290K Buy
5,199
+423
+9% +$22.5K 0.17% 121
2025
Q2 		$230K Sell
4,776
-16
-0.3% -$769 0.14% 149
2025
Q1 		$233K Buy
4,792
+22
+0.5% +$1.09K 0.16% 133
2024
Q4 		$233K Buy
4,770
+61
+1% +$3.32K 0.16% 130
2024
Q3 		$292K Sell
4,709
-95
-2% -$5.25K 0.2% 105
2024
Q2 		$274K Buy
4,804
+7
+0.1% +$407 0.19% 109
2024
Q1 		$277K Sell
4,797
-49
-1% -$2.93K 0.19% 112
2023
Q4 		$331K Sell
4,846
-19
-0.4% -$1.15K 0.25% 92
2023
Q3 		$277K Hold
4,865
– – 0.25% 96
2023
Q2 		$290K Sell
4,865
-110
-2% -$6.56K 0.25% 90
2023
Q1 		$315K Hold
4,975
– – 0.2% 128
2022
Q4 		$309K Hold
4,975
– – 0.2% 130
2022
Q3 		$249K Hold
4,975
– – 0.18% 149
2022
Q2 		$279K Sell
4,975
-535
-10% -$33.2K 0.19% 137
2022
Q1 		$380K Buy
5,510
+23
+0.4% +$1.4K 0.22% 118
2021
Q4 		$295K Buy
5,487
+1,042
+23% +$52.1K 0.16% 147
2021
Q3 		$212K Buy
4,445
+449
+11% +$27.4K 0.13% 185
2021
Q2 		$260K Hold
3,996
– – 0.16% 160
2021
Q1 		$247K Hold
3,996
– – 0.16% 153
2020
Q4 		$233K Buy
+3,996
New +$200K 0.17% 148
2019
Q3 		– Sell
-4,014
Closed -$208K – 155
2019
Q2 		$208K Buy
+4,014
New +$194K 0.22% 126

Other funds holding BHP

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return