Valeo Financial 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 | $451K | Buy |
9,381
+1,173
| +14% | +$56.4K | 0.01% | 477 |
|
|
2025
Q1 | $398K | Buy |
8,208
+763
| +10% | +$37K | 0.01% | 464 |
|
|
2024
Q4 | $364K | Buy |
7,445
+6
| +0.1% | +$293 | 0.01% | 479 |
|
|
2024
Q3 | $462K | Buy |
7,439
+719
| +11% | +$44.7K | 0.01% | 421 |
|
|
2024
Q2 | $384K | Sell |
6,720
-691
| -9% | -$39.4K | 0.01% | 458 |
|
|
2024
Q1 | $439K | Sell |
7,411
-884
| -11% | -$52.4K | 0.02% | 416 |
|
|
2023
Q4 | $567K | Buy |
8,295
+1,776
| +27% | +$121K | 0.02% | 325 |
|
|
2023
Q3 | $371K | Sell |
6,519
-1,439
| -18% | -$81.9K | 0.02% | 404 |
|
|
2023
Q2 | $475K | Buy |
7,958
+1,122
| +16% | +$67K | 0.02% | 334 |
|
|
2023
Q1 | $433K | Buy |
6,836
+1,849
| +37% | +$117K | 0.02% | 363 |
|
|
2022
Q4 | $309K | Buy |
+4,987
| New | +$309K | 0.02% | 380 |
|
|
2022
Q2 | – | Sell |
-2,935
| Closed | -$202K | – | 500 |
|
|
2022
Q1 | $202K | Buy |
+2,935
| New | +$202K | 0.01% | 516 |
|
|
2021
Q2 | – | Sell |
-610
| Closed | -$38K | – | 596 |
|
|
2021
Q1 | $38K | Buy |
610
+172
| +39% | +$10.7K | ﹤0.01% | 924 |
|
|
2020
Q4 | $26K | Sell |
438
-168
| -28% | -$9.97K | ﹤0.01% | 937 |
|
|
2020
Q3 | $28K | Buy |
606
+282
| +87% | +$13K | ﹤0.01% | 801 |
|
|
2020
Q2 | $14K | Buy |
324
+137
| +73% | +$5.92K | ﹤0.01% | 1101 |
|
|
2020
Q1 | $7K | Buy |
187
+112
| +149% | +$4.19K | ﹤0.01% | 1142 |
|
|
2019
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 1312 |
|
|
2019
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 1292 |
|
|
2019
Q2 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 1241 |
|
|
2019
Q1 | – | Sell |
-112
| Closed | -$5K | – | 1547 |
|
|
2018
Q4 | $5K | Sell |
112
-121
| -52% | -$5.4K | ﹤0.01% | 1049 |
|
|
2018
Q3 | $9K | Buy |
233
+121
| +108% | +$4.67K | ﹤0.01% | 981 |
|
|
2018
Q2 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 1114 |
|