Venturi Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
6,429
+2,072
| +48% | +$99.6K | 0.02% | 415 |
|
|
2025
Q1 | $211K | Sell |
4,357
-183
| -4% | -$8.88K | 0.01% | 531 |
|
|
2024
Q4 | $222K | Sell |
4,540
-64
| -1% | -$3.13K | 0.01% | 519 |
|
|
2024
Q3 | $286K | Buy |
4,604
+118
| +3% | +$7.33K | 0.02% | 390 |
|
|
2024
Q2 | $256K | Sell |
4,486
-3,061
| -41% | -$175K | 0.02% | 369 |
|
|
2024
Q1 | $435K | Buy |
7,547
+40
| +0.5% | +$2.31K | 0.03% | 278 |
|
|
2023
Q4 | $513K | Buy |
7,507
+1,556
| +26% | +$106K | 0.04% | 259 |
|
|
2023
Q3 | $339K | Buy |
5,951
+127
| +2% | +$7.22K | 0.03% | 279 |
|
|
2023
Q2 | $347K | Buy |
5,824
+1,208
| +26% | +$72.1K | 0.03% | 254 |
|
|
2023
Q1 | $293K | Buy |
4,616
+527
| +13% | +$33.4K | 0.02% | 285 |
|
|
2022
Q4 | $254K | Buy |
+4,089
| New | +$254K | 0.02% | 304 |
|
|
2019
Q3 | – | Sell |
-6,985
| Closed | -$362K | – | 229 |
|
|
2019
Q2 | $362K | Sell |
6,985
-1,002
| -13% | -$51.9K | 0.05% | 175 |
|
|
2019
Q1 | $399K | Buy |
+7,987
| New | +$399K | 0.05% | 170 |
|