SVB Wealth’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,589
| Closed | -$368K | – | 639 |
|
|
2025
Q1 | $368K | Sell |
7,589
-1,665
| -18% | -$82.9K | 0.02% | 238 |
|
|
2024
Q4 | $452K | Buy |
+9,254
| New | +$503K | 0.01% | 443 |
|
|
2024
Q3 | – | Sell |
-11,059
| Closed | -$631K | – | 83 |
|
|
2024
Q2 | $631K | Sell |
11,059
-1,778
| -14% | -$103K | 0.02% | 388 |
|
|
2024
Q1 | $741K | Sell |
12,837
-203
| -2% | -$12.1K | 0.02% | 402 |
|
|
2023
Q4 | $891K | Buy |
13,040
+170
| +1% | +$10.3K | 0.02% | 357 |
|
|
2023
Q3 | $732K | Sell |
12,870
-1,477
| -10% | -$86.3K | 0.02% | 365 |
|
|
2023
Q2 | $856K | Sell |
14,347
-474
| -3% | -$28.3K | 0.02% | 364 |
|
|
2023
Q1 | $940K | Buy |
14,821
+200
| +1% | +$12.9K | 0.01% | 389 |
|
|
2022
Q4 | $907K | Sell |
14,621
-327
| -2% | -$18.4K | 0.01% | 422 |
|
|
2022
Q3 | $749K | Buy |
14,948
+2,195
| +17% | +$116K | 0.01% | 428 |
|
|
2022
Q2 | $716K | Buy |
12,753
+530
| +4% | +$32.9K | 0.01% | 380 |
|
|
2022
Q1 | $842K | Buy |
12,223
+1,003
| +9% | +$60.9K | 0.01% | 350 |
|
|
2021
Q4 | $604K | Sell |
11,220
-9,504
| -46% | -$475K | 0.01% | 405 |
|
|
2021
Q3 | $990K | Sell |
20,724
-13,821
| -40% | -$844K | 0.01% | 393 |
|
|
2021
Q2 | $2.25M | Buy |
34,545
+20,291
| +142% | +$1.34M | 0.03% | 241 |
|
|
2021
Q1 | $882K | Buy |
14,254
+1,830
| +15% | +$118K | 0.01% | 374 |
|
|
2020
Q4 | $725K | Buy |
12,424
+2,187
| +21% | +$110K | 0.01% | 389 |
|
|
2020
Q3 | $472K | Buy |
10,237
+1,544
| +18% | +$74.3K | 0.01% | 425 |
|
|
2020
Q2 | $386K | Buy |
+8,693
| New | +$340K | 0.01% | 413 |
|
|
2020
Q1 | – | Sell |
-5,049
| Closed | -$246K | – | 604 |
|
|
2019
Q4 | $246K | Buy |
+5,049
| New | +$229K | ﹤0.01% | 536 |
|
|
2015
Q4 | – | Sell |
-13,992
| Closed | -$395K | – | 542 |
|
|
2015
Q3 | $395K | Sell |
13,992
-3,015
| -18% | -$97.9K | 0.02% | 442 |
|
|
2015
Q2 | $618K | Buy |
17,007
+1,213
| +8% | +$49K | 0.02% | 397 |
|
|
2015
Q1 | $621K | Buy |
15,794
+927
| +6% | +$37.6K | 0.02% | 382 |
|
|
2014
Q4 | $595K | Buy |
+14,867
| New | +$686K | 0.02% | 376 |
|
Other funds holding BHP
HL
