Waverly Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,366
| Closed | -$1.24M | – | 1110 |
|
|
2024
Q4 | $1.24M | Sell |
25,366
-5,818
| -19% | -$284K | 0.02% | 476 |
|
|
2024
Q3 | $1.94M | Sell |
31,184
-1,789
| -5% | -$111K | 0.04% | 336 |
|
|
2024
Q2 | $1.88M | Buy |
32,973
+1,320
| +4% | +$75.4K | 0.04% | 322 |
|
|
2024
Q1 | $1.83M | Buy |
31,653
+26,664
| +534% | +$1.54M | 0.04% | 268 |
|
|
2023
Q4 | $341K | Buy |
4,989
+766
| +18% | +$52.3K | 0.01% | 341 |
|
|
2023
Q3 | $240K | Buy |
+4,223
| New | +$240K | 0.01% | 363 |
|
|
2023
Q2 | – | Sell |
-3,192
| Closed | -$202K | – | 362 |
|
|
2023
Q1 | $202K | Buy |
+3,192
| New | +$202K | 0.01% | 278 |
|
|
2022
Q2 | – | Sell |
-3,239
| Closed | -$224K | – | 211 |
|
|
2022
Q1 | $224K | Buy |
+3,239
| New | +$224K | 0.02% | 183 |
|
|
2015
Q4 | – | Sell |
-53
| Closed | -$1K | – | 161 |
|
|
2015
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 410 |
|
|
2015
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 332 |
|
|
2014
Q4 | – | Sell |
-302
| Closed | -$15K | – | 449 |
|
|
2014
Q3 | $15K | Buy |
302
+132
| +78% | +$6.56K | 0.01% | 389 |
|
|
2014
Q2 | $10K | Sell |
170
-418
| -71% | -$24.6K | ﹤0.01% | 434 |
|
|
2014
Q1 | $34K | Buy |
588
+328
| +126% | +$19K | 0.02% | 254 |
|
|
2013
Q4 | $15K | Buy |
260
+149
| +134% | +$8.6K | 0.01% | 503 |
|
|
2013
Q3 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 474 |
|