Wambolt & Associates’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-48,654
| Closed | -$2.84M | – | 205 |
|
|
2024
Q1 | $2.84M | Buy |
48,654
+7,689
| +19% | +$449K | 0.85% | 33 |
|
|
2023
Q4 | $2.8M | Buy |
40,965
+4,528
| +12% | +$309K | 0.91% | 27 |
|
|
2023
Q3 | $2.04M | Buy |
36,437
+4,529
| +14% | +$253K | 0.74% | 35 |
|
|
2023
Q2 | $1.9M | Buy |
31,908
+1,388
| +5% | +$82.8K | 0.68% | 38 |
|
|
2023
Q1 | $1.92M | Buy |
30,520
+3,897
| +15% | +$245K | 0.68% | 38 |
|
|
2022
Q4 | $1.65M | Buy |
26,623
+3,101
| +13% | +$192K | 0.63% | 46 |
|
|
2022
Q3 | $1.18M | Buy |
23,522
+2,963
| +14% | +$148K | 0.5% | 73 |
|
|
2022
Q2 | $1.16M | Buy |
20,559
+2,962
| +17% | +$166K | 0.46% | 81 |
|
|
2022
Q1 | $1.25M | Buy |
17,597
+4
| +0% | +$283 | 0.45% | 85 |
|
|
2021
Q4 | $947K | Sell |
17,593
-852
| -5% | -$45.9K | 0.34% | 105 |
|
|
2021
Q3 | $881K | Buy |
18,445
+2,276
| +14% | +$109K | 0.35% | 104 |
|
|
2021
Q2 | $1.04M | Buy |
16,169
+6,809
| +73% | +$440K | 0.44% | 82 |
|
|
2021
Q1 | $581K | Buy |
+9,360
| New | +$581K | 0.3% | 111 |
|