Westover Capital 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 |
-6,669
| Closed | -$326K | – | 236 |
|
|
2024
Q4 | $326K | Hold |
6,669
| – | – | 0.07% | 182 |
|
|
2024
Q3 | $414K | Buy |
+6,669
| New | +$414K | 0.08% | 166 |
|
|
2022
Q4 | – | Sell |
-12,155
| Closed | -$608K | – | 148 |
|
|
2022
Q3 | $608K | Sell |
12,155
-1,152
| -9% | -$57.6K | 0.23% | 86 |
|
|
2022
Q2 | $748K | Sell |
13,307
-1,656
| -11% | -$93.1K | 0.28% | 77 |
|
|
2022
Q1 | $1.03M | Buy |
+14,963
| New | +$1.03M | 0.32% | 68 |
|