West Coast Financial’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,033
| Closed | -$509K | – | 152 |
|
|
2023
Q1 | $509K | Buy |
8,033
+1,045
| +15% | +$67.4K | 0.08% | 88 |
|
|
2022
Q4 | $434K | Buy |
6,988
+1,241
| +22% | +$69.8K | 0.07% | 91 |
|
|
2022
Q3 | $288K | Hold |
5,747
| – | – | 0.05% | 98 |
|
|
2022
Q2 | $323K | Sell |
5,747
-610
| -10% | -$37.9K | 0.06% | 94 |
|
|
2022
Q1 | $438K | Hold |
6,357
| – | – | 0.07% | 89 |
|
|
2021
Q4 | $342K | Buy |
+6,357
| New | +$318K | 0.05% | 107 |
|
|
2021
Q3 | – | Sell |
-3,486
| Closed | -$227K | – | 134 |
|
|
2021
Q2 | $227K | Hold |
3,486
| – | – | 0.04% | 124 |
|
|
2021
Q1 | $216K | Hold |
3,486
| – | – | 0.04% | 121 |
|
|
2020
Q4 | $203K | Buy |
+3,486
| New | +$175K | 0.04% | 118 |
|
|
2020
Q1 | – | Sell |
-4,204
| Closed | -$205K | – | 98 |
|
|
2019
Q4 | $205K | Buy |
+4,204
| New | +$191K | 0.04% | 106 |
|
|
2019
Q3 | – | Sell |
-4,204
| Closed | -$218K | – | 110 |
|
|
2019
Q2 | $218K | Hold |
4,204
| – | – | 0.05% | 106 |
|
|
2019
Q1 | $205K | Buy |
+4,204
| New | +$192K | 0.05% | 112 |
|
|
2018
Q3 | – | Sell |
-5,661
| Closed | -$253K | – | 135 |
|
|
2018
Q2 | $253K | Hold |
5,661
| – | – | 0.07% | 97 |
|
|
2018
Q1 | $224K | Sell |
5,661
-1,704
| -23% | -$71.7K | 0.06% | 100 |
|
|
2017
Q4 | $302K | Sell |
7,365
-168
| -2% | -$6.33K | 0.09% | 94 |
|
|
2017
Q3 | $272K | Buy |
7,533
+168
| +2% | +$6.14K | 0.07% | 118 |
|
|
2017
Q2 | $234K | Sell |
7,365
-1,637
| -18% | -$51.9K | 0.07% | 106 |
|
|
2017
Q1 | $292K | Sell |
9,002
-1,177
| -12% | -$40.7K | 0.09% | 102 |
|
|
2016
Q4 | $325K | Buy |
10,179
+1,289
| +14% | +$41.7K | 0.1% | 100 |
|
|
2016
Q3 | $275K | Buy |
8,890
+673
| +8% | +$18.5K | 0.09% | 112 |
|
|
2016
Q2 | $209K | Buy |
+8,217
| New | +$205K | 0.08% | 107 |
|
|
2015
Q4 | – | Sell |
-10,123
| Closed | -$286K | – | 91 |
|
|
2015
Q3 | $286K | Buy |
10,123
+3,038
| +43% | +$98.7K | 0.13% | 80 |
|
|
2015
Q2 | $257K | Sell |
7,085
-147
| -2% | -$5.93K | 0.11% | 82 |
|
|
2015
Q1 | $284K | Buy |
7,232
+1,715
| +31% | +$69.6K | 0.13% | 79 |
|
|
2014
Q4 | $221K | Sell |
5,517
-1,662
| -23% | -$76.7K | 0.11% | 82 |
|
|
2014
Q3 | $357K | Sell |
7,179
-1,655
| -19% | -$96.3K | 0.2% | 71 |
|
|
2014
Q2 | $511K | Sell |
8,834
-1,059
| -11% | -$62.2K | 0.27% | 68 |
|
|
2014
Q1 | $567K | Sell |
9,893
-14,673
| -60% | -$822K | 0.29% | 71 |
|
|
2013
Q4 | $1.42M | Buy |
24,566
+475
| +2% | +$27.5K | 0.73% | 55 |
|
|
2013
Q3 | $1.35M | Buy |
24,091
+1,218
| +5% | +$66.2K | 0.75% | 58 |
|
|
2013
Q2 | $1.11M | Buy |
+22,873
| New | +$1.27M | 0.61% | 62 |
|
Other funds holding BHP
HL
West Coast Financial's BHP Position: Q2 2023 in Review
West Coast Financial sold out of BHP (BHP) in Q2 2023, closing a stake of 8,033 shares — an estimated $509K sold.
West Coast Financial first reported a position in BHP in Q2 2013 and held it in 31 quarters. The position peaked at $1.42M in Q4 2013. 663 funds tracked by Wall St. Rank hold BHP as of Q2 2023.
- West Coast Financial reported no remaining BHP position as of Q2 2023 after selling out during the quarter.
- West Coast Financial sold 8,033 BHP shares in Q2 2023, an estimated $509K.
- West Coast Financial first reported a position in BHP in Q2 2013 and held it in 31 quarters.
- West Coast Financial's BHP position peaked at $1.42M in Q4 2013.
- 663 funds tracked by Wall St. Rank held BHP as of Q2 2023.
Based on West Coast Financial's 13F filing for Q2 2023, filed 8 Aug 2023.