1834 Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,750
| Closed | -$307K | – | 185 |
|
|
2022
Q3 | $307K | Hold |
10,750
| – | – | 0.05% | 158 |
|
|
2022
Q2 | $305K | Hold |
10,750
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $316K | Hold |
10,750
| – | – | 0.04% | 158 |
|
|
2021
Q4 | $286K | Sell |
10,750
-500
| -4% | -$13.9K | 0.03% | 167 |
|
|
2021
Q3 | $307K | Buy |
11,250
+500
| +5% | +$12.5K | 0.04% | 155 |
|
|
2021
Q2 | $284K | Buy |
10,750
+4,000
| +59% | +$105K | 0.03% | 168 |
|
|
2021
Q1 | $164K | Sell |
6,750
-11,865
| -64% | -$286K | 0.02% | 210 |
|
|
2020
Q4 | $382K | Buy |
18,615
+1,670
| +10% | +$31.5K | 0.05% | 146 |
|
|
2020
Q3 | $296K | Sell |
16,945
-3,080
| -15% | -$66.7K | 0.04% | 156 |
|
|
2020
Q2 | $467K | Sell |
20,025
-1,300
| -6% | -$31.2K | 0.07% | 118 |
|
|
2020
Q1 | $520K | Sell |
21,325
-100,850
| -83% | -$3.26M | 0.1% | 112 |
|
|
2019
Q4 | $4.61M | Sell |
122,175
-5,043
| -4% | -$191K | 0.71% | 44 |
|
|
2019
Q3 | $4.83M | Buy |
127,218
+125,131
| +5,996% | +$4.77M | 0.7% | 50 |
|
|
2019
Q2 | $86K | Sell |
2,087
-455
| -18% | -$19.1K | 0.01% | 244 |
|
|
2019
Q1 | $109K | Buy |
2,542
+221
| +10% | +$9.06K | 0.02% | 228 |
|
|
2018
Q4 | $85K | Buy |
2,321
+1,760
| +314% | +$70.3K | 0.01% | 229 |
|
|
2018
Q3 | $25K | Sell |
561
-636
| -53% | -$26.6K | ﹤0.01% | 319 |
|
|
2018
Q2 | $51K | Buy |
1,197
+520
| +77% | +$21.8K | 0.01% | 270 |
|
|
2018
Q1 | $25K | Buy |
677
+102
| +18% | +$3.84K | ﹤0.01% | 326 |
|
|
2017
Q4 | $22K | Buy |
+575
| New | +$20.8K | ﹤0.01% | 353 |
|
|
2017
Q2 | – | Sell |
-9,096
| Closed | -$274K | – | 176 |
|
|
2017
Q1 | $274K | Sell |
9,096
-624
| -6% | -$19K | 0.05% | 165 |
|
|
2016
Q4 | $311K | Sell |
9,720
-6,340
| -39% | -$191K | 0.06% | 146 |
|
|
2016
Q3 | $475K | Sell |
16,060
-1,230
| -7% | -$35.7K | 0.1% | 120 |
|
|
2016
Q2 | $517K | Sell |
17,290
-571
| -3% | -$15.4K | 0.11% | 124 |
|
|
2016
Q1 | $454K | Sell |
17,861
-439
| -2% | -$11.1K | 0.1% | 124 |
|
|
2015
Q4 | $481K | Sell |
18,300
-7,537
| -29% | -$214K | 0.11% | 127 |
|
|
2015
Q3 | $664K | Sell |
25,837
-4,287
| -14% | -$126K | 0.16% | 116 |
|
|
2015
Q2 | $1.01M | Sell |
30,124
-8,614
| -22% | -$302K | 0.28% | 81 |
|
|
2015
Q1 | $1.26M | Sell |
38,738
-36,282
| -48% | -$1.19M | 0.34% | 74 |
|
|
2014
Q4 | $2.37M | Sell |
75,020
-56,220
| -43% | -$1.89M | 0.66% | 47 |
|
|
2014
Q3 | $4.72M | Buy |
131,240
+5,642
| +4% | +$223K | 1.3% | 27 |
|
|
2014
Q2 | $5.42M | Buy |
125,598
+61,659
| +96% | +$2.54M | 1.47% | 21 |
|
|
2014
Q1 | $2.52M | Sell |
63,939
-3,013
| -5% | -$119K | 0.74% | 51 |
|
|
2013
Q4 | $2.66M | Sell |
66,952
-2,414
| -3% | -$89.9K | 0.78% | 50 |
|
|
2013
Q3 | $2.38M | Sell |
69,366
-47
| -0.1% | -$1.61K | 0.78% | 48 |
|
|
2013
Q2 | $2.37M | Buy |
+69,413
| New | +$2.42M | 0.81% | 47 |
|
Other funds holding BP
AWA
