Valeo Financial Advisors’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 | $451K | Buy |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $462K | Buy |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $26K | Sell |
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|
2020
Q3 | $28K | Buy |
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|
2020
Q2 | $14K | Buy |
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|
2020
Q1 | $7K | Buy |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $4K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $9K | Buy |
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|
2018
Q2 | $5K | Buy |
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