Williams Jones Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $283K | Hold |
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|
2025
Q2 | $244K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $248K | Sell |
|
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|
2024
Q3 | $331K | Hold |
|
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|
2024
Q2 | $304K | Sell |
|
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|
2024
Q1 | $327K | Hold |
|
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|
2023
Q4 | $387K | Hold |
|
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $356K | Sell |
|
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|
2023
Q1 | $582K | Buy |
|
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|
2022
Q4 | $494K | Buy |
|
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $309K | Buy |
|