AE Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Sell |
20,846
-3,510
| -14% | -$105K | ﹤0.01% | 847 |
|
|
2025
Q1 | $823K | Buy |
24,356
+1,187
| +5% | +$40.1K | 0.01% | 762 |
|
|
2024
Q4 | $685K | Buy |
23,169
+6,357
| +38% | +$188K | 0.01% | 807 |
|
|
2024
Q3 | $528K | Sell |
16,812
-4,819
| -22% | -$151K | ﹤0.01% | 874 |
|
|
2024
Q2 | $781K | Sell |
21,631
-1,353
| -6% | -$48.8K | 0.01% | 766 |
|
|
2024
Q1 | $866K | Sell |
22,984
-324,564
| -93% | -$12.2M | 0.01% | 682 |
|
|
2023
Q4 | $12.4M | Buy |
347,548
+5,536
| +2% | +$197K | 0.06% | 347 |
|
|
2023
Q3 | $13.2M | Sell |
342,012
-1,240
| -0.4% | -$48K | 0.08% | 309 |
|
|
2023
Q2 | $12.1M | Sell |
343,252
-43,806
| -11% | -$1.55M | 0.07% | 332 |
|
|
2023
Q1 | $14.7M | Buy |
387,058
+13,623
| +4% | +$517K | 0.09% | 259 |
|
|
2022
Q4 | $13M | Buy |
373,435
+15,109
| +4% | +$528K | 0.09% | 250 |
|
|
2022
Q3 | $10.2M | Buy |
358,326
+15,422
| +4% | +$440K | 0.08% | 260 |
|
|
2022
Q2 | $9.72M | Buy |
342,904
+91,010
| +36% | +$2.58M | 0.08% | 277 |
|
|
2022
Q1 | $7.41M | Sell |
251,894
-11,617
| -4% | -$342K | 0.05% | 347 |
|
|
2021
Q4 | $7.02M | Buy |
263,511
+2,435
| +0.9% | +$64.8K | 0.05% | 352 |
|
|
2021
Q3 | $7.14M | Buy |
261,076
+49,295
| +23% | +$1.35M | 0.06% | 295 |
|
|
2021
Q2 | $5.6M | Buy |
211,781
+65,700
| +45% | +$1.74M | 0.05% | 333 |
|
|
2021
Q1 | $3.56M | Sell |
146,081
-8,635
| -6% | -$210K | 0.04% | 401 |
|
|
2020
Q4 | $3.18M | Sell |
154,716
-72,250
| -32% | -$1.48M | 0.04% | 365 |
|
|
2020
Q3 | $3.96M | Buy |
226,966
+47,287
| +26% | +$826K | 0.06% | 271 |
|
|
2020
Q2 | $4.19M | Buy |
179,679
+4,912
| +3% | +$115K | 0.06% | 255 |
|
|
2020
Q1 | $4.26M | Buy |
174,767
+294
| +0.2% | +$7.17K | 0.1% | 187 |
|
|
2019
Q4 | $6.59M | Buy |
174,473
+26,292
| +18% | +$992K | 0.14% | 136 |
|
|
2019
Q3 | $5.63M | Sell |
148,181
-12,763
| -8% | -$485K | 0.16% | 121 |
|
|
2019
Q2 | $6.6M | Buy |
160,944
+60,542
| +60% | +$2.48M | 0.2% | 91 |
|
|
2019
Q1 | $4.32M | Sell |
100,402
-756
| -0.7% | -$32.5K | 0.3% | 74 |
|
|
2018
Q4 | $3.72M | Sell |
101,158
-63,587
| -39% | -$2.34M | 0.64% | 38 |
|
|
2018
Q3 | $7.25M | Buy |
164,745
+57,809
| +54% | +$2.54M | 0.4% | 49 |
|
|
2018
Q2 | $4.6M | Buy |
106,936
+61,258
| +134% | +$2.63M | 0.31% | 52 |
|
|
2018
Q1 | $1.72M | Buy |
45,678
+1,932
| +4% | +$72.8K | 0.13% | 105 |
|
|
2017
Q4 | $1.68M | Sell |
43,746
-6,253
| -13% | -$241K | 0.15% | 103 |
|
|
2017
Q3 | $1.73M | Buy |
49,999
+144
| +0.3% | +$4.99K | 0.16% | 91 |
|
|
2017
Q2 | $1.53M | Buy |
49,855
+15,761
| +46% | +$484K | 0.18% | 96 |
|
|
2017
Q1 | $1.03M | Buy |
34,094
+4,691
| +16% | +$141K | 0.19% | 105 |
|
|
2016
Q4 | $942K | Buy |
+29,403
| New | +$942K | 0.38% | 60 |
|