Williams Jones Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
5,069
| – | – | ﹤0.01% | 451 |
|
|
2025
Q1 | $246K | Hold |
5,069
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $248K | Sell |
5,069
-258
| -5% | -$12.6K | ﹤0.01% | 439 |
|
|
2024
Q3 | $331K | Hold |
5,327
| – | – | ﹤0.01% | 418 |
|
|
2024
Q2 | $304K | Sell |
5,327
-345
| -6% | -$19.7K | ﹤0.01% | 415 |
|
|
2024
Q1 | $327K | Hold |
5,672
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $387K | Hold |
5,672
| – | – | 0.01% | 385 |
|
|
2023
Q3 | $323K | Sell |
5,672
-288
| -5% | -$16.4K | 0.01% | 405 |
|
|
2023
Q2 | $356K | Sell |
5,960
-3,213
| -35% | -$192K | 0.01% | 405 |
|
|
2023
Q1 | $582K | Buy |
9,173
+1,219
| +15% | +$77.3K | 0.01% | 339 |
|
|
2022
Q4 | $494K | Buy |
7,954
+1,141
| +17% | +$70.8K | 0.01% | 358 |
|
|
2022
Q3 | $341K | Sell |
6,813
-3,087
| -31% | -$155K | 0.01% | 420 |
|
|
2022
Q2 | $556K | Buy |
9,900
+5,417
| +121% | +$304K | 0.01% | 346 |
|
|
2022
Q1 | $309K | Buy |
+4,483
| New | +$309K | ﹤0.01% | 412 |
|