Concord Wealth Partners Bhp Group LTD Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Bhp Group LTD stock. As of the latest transaction made, Concord Wealth Partners holds 8 shares of BHP stock, worth $414. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$414

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$51.32 - $62.11 $410 - $496	8 New	8 $0
Q1 2024 Apr 30, 2024	SELL	$55.67 - $67.91 $11,134 - $13,582	-200 Closed	0 $0
Q4 2023 Apr 30, 2024	SELL	$54.85 - $68.89 $987 - $1,240	-18 Reduced 8.26%	200 $13,000
Q4 2023 Feb 05, 2024	SELL	$54.85 - $68.89 $987 - $1,240	-18 Reduced 8.26%	200 $13,000
Q3 2023 Apr 30, 2024	BUY	$54.99 - $64.19 $989 - $1,155	18 Added 9.0%	218 $12,000
Q1 2023 Apr 26, 2023	SELL	$57.53 - $71.24 $345 - $427	-6 Reduced 2.68%	218 $13,000
Q4 2022 Jan 27, 2023	BUY	$47.53 - $63.98 $10,646 - $14,331	224 New	224 $13,000
Q1 2022 Apr 20, 2022	SELL	$53.83 - $69.69 $7,213 - $9,338	-134 Reduced 84.81%	24 $2,000
Q4 2021 Jan 21, 2022	BUY	$46.65 - $53.84 $6,531 - $7,537	140 Added 777.78%	158 $10,000
Q3 2021 Nov 09, 2021	SELL	$46.89 - $71.58 $10,878 - $16,606	-232 Reduced 92.8%	18 $1,000
Q1 2021 May 13, 2021	BUY	$59.57 - $72.26 $14,892 - $18,065	250 New	250 $17,000

Others Institutions Holding BHP

# of Institutions

752

Shares Held

93.3M

Call Options Held

4.54M

Put Options Held

2.42M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

21.9M
Shares

$1.14 Billion
0.56% of portfolio
Harding Loevner LP Bridgewater, NJ

8.84M
Shares

$458 Million
3.21% of portfolio
Wellington Management Group LLP Boston, MA

5.6M
Shares

$290 Million
0.06% of portfolio
Morgan Stanley New York, NY

4.87M
Shares

$252 Million
0.02% of portfolio
Dimensional Fund Advisors LP Austin, TX

4.15M
Shares

$215 Million
0.06% of portfolio

View Full List

About BHP Group Ltd

Ticker BHP
Exchange OTC
Sector Basic Materials
Industry Other Industrial Metals & Mining
Shares Outstandng 2,530,639,872
Market Cap $131B
Description
BHP Group Limited operates as a resources company in Australia, Europe, China, Japan, India, South Korea, the rest of Asia, North America, South America, and internationally. The company operates through Copper, Iron Ore, and Coal segments. It engages in the mining of copper, silver, zinc, molybdenum, uranium, gold, iron ore, and metallurgical a...

More about BHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Account