WOC
West Oak Capital’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$16K | – | 366 |
|
|
2021
Q3 | $16K | Hold |
300
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $22K | Hold |
300
| – | – | 0.01% | 230 |
|
|
2021
Q1 | $21K | Buy |
+300
| New | +$21K | 0.01% | 226 |
|
|
2015
Q4 | – | Sell |
-12,930
| Closed | -$409K | – | 285 |
|
|
2015
Q3 | $409K | Sell |
12,930
-5,160
| -29% | -$163K | 0.33% | 80 |
|
|
2015
Q2 | $736K | Sell |
18,090
-475
| -3% | -$19.3K | 0.55% | 63 |
|
|
2015
Q1 | $863K | Buy |
18,565
+3,085
| +20% | +$143K | 0.63% | 59 |
|
|
2014
Q4 | $733K | Buy |
15,480
+1,415
| +10% | +$67K | 0.53% | 63 |
|
|
2014
Q3 | $828K | Sell |
14,065
-170
| -1% | -$10K | 0.62% | 60 |
|
|
2014
Q2 | $974K | Sell |
14,235
-764
| -5% | -$52.3K | 0.71% | 59 |
|
|
2014
Q1 | $1.02M | Buy |
14,999
+65
| +0.4% | +$4.41K | 0.75% | 56 |
|
|
2013
Q4 | $1.02M | Sell |
14,934
-1,710
| -10% | -$117K | 0.75% | 57 |
|
|
2013
Q3 | $1.11M | Buy |
16,644
+830
| +5% | +$55.2K | 0.87% | 49 |
|
|
2013
Q2 | $912K | Buy |
+15,814
| New | +$912K | 0.76% | 54 |
|