West Family Investments’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
10,783
+1,163
| +12% | +$55.9K | 0.14% | 153 |
|
|
2025
Q1 | $467K | Sell |
9,620
-2,913
| -23% | -$141K | 0.18% | 116 |
|
|
2024
Q4 | $612K | Buy |
12,533
+2,464
| +24% | +$120K | 0.21% | 91 |
|
|
2024
Q3 | $625K | Buy |
10,069
+1,756
| +21% | +$109K | 0.21% | 97 |
|
|
2024
Q2 | $475K | Buy |
8,313
+27
| +0.3% | +$1.54K | 0.14% | 115 |
|
|
2024
Q1 | $478K | Hold |
8,286
| – | – | 0.15% | 114 |
|
|
2023
Q4 | $566K | Buy |
8,286
+459
| +6% | +$31.4K | 0.19% | 87 |
|
|
2023
Q3 | $445K | Sell |
7,827
-1,877
| -19% | -$107K | 0.16% | 104 |
|
|
2023
Q2 | $579K | Buy |
+9,704
| New | +$579K | 0.23% | 89 |
|
|
2023
Q1 | – | Sell |
-10,385
| Closed | -$644K | – | 208 |
|
|
2022
Q4 | $644K | Buy |
10,385
+209
| +2% | +$13K | 0.22% | 80 |
|
|
2022
Q3 | $509K | Buy |
+10,176
| New | +$509K | 0.21% | 98 |
|
|
2022
Q2 | – | Sell |
-17,727
| Closed | -$1.22M | – | 239 |
|
|
2022
Q1 | $1.22M | Buy |
17,727
+718
| +4% | +$49.5K | 0.35% | 53 |
|
|
2021
Q4 | $916K | Sell |
17,009
-1,970
| -10% | -$106K | 0.25% | 72 |
|
|
2021
Q3 | $906K | Buy |
18,979
+2,496
| +15% | +$119K | 0.24% | 76 |
|
|
2021
Q2 | $1.07M | Buy |
+16,483
| New | +$1.07M | 0.29% | 48 |
|