Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,200
Closed -$58.6K 382
2024
Q4
$58.6K Buy
+1,200
New +$65.2K ﹤0.01% 480
2022
Q1
Sell
-22,420
Closed -$1.21M 310
2021
Q4
$1.21M Sell
22,420
-52,575
-70% -$2.63M 0.13% 110
2021
Q3
$3.58M Buy
74,995
+11,210
+18% +$685K 0.53% 52
2021
Q2
$4.14M Buy
63,785
+3,587
+6% +$237K 0.62% 49
2021
Q1
$3.73M Sell
60,198
-17,043
-22% -$1.1M 0.6% 51
2020
Q4
$4.5M Sell
77,241
-17,376
-18% -$871K 0.68% 49
2020
Q3
$4.37M Buy
+94,617
New +$4.55M 0.66% 48
2015
Q4
Sell
-33,757
Closed -$952K 147
2015
Q3
$952K Sell
33,757
-53,577
-61% -$1.74M 0.62% 50
2015
Q2
$3.17M Sell
87,334
-959
-1% -$38.7K 1.71% 14
2015
Q1
$3.47M Buy
+88,293
New +$3.58M 2.12% 10

Other funds holding BHP