American Trust Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
12,980
-23,496
| -64% | -$703K | 0.2% | 55 |
|
|
2025
Q1 | $1.23M | Buy |
36,476
+26,336
| +260% | +$890K | 0.52% | 41 |
|
|
2024
Q4 | $300K | Hold |
10,140
| – | – | 0.12% | 96 |
|
|
2024
Q3 | $318K | Buy |
10,140
+1,740
| +21% | +$54.6K | 0.13% | 97 |
|
|
2024
Q2 | $303K | Hold |
8,400
| – | – | 0.15% | 72 |
|
|
2024
Q1 | $317K | Hold |
8,400
| – | – | 0.15% | 72 |
|
|
2023
Q4 | $297K | Buy |
8,400
+210
| +3% | +$7.43K | 0.15% | 75 |
|
|
2023
Q3 | $317K | Hold |
8,190
| – | – | 0.18% | 64 |
|
|
2023
Q2 | $289K | Sell |
8,190
-500
| -6% | -$17.6K | 0.16% | 69 |
|
|
2023
Q1 | $330K | Hold |
8,690
| – | – | 0.2% | 66 |
|
|
2022
Q4 | $304K | Sell |
8,690
-3,535
| -29% | -$123K | 0.19% | 63 |
|
|
2022
Q3 | $349K | Hold |
12,225
| – | – | 0.22% | 60 |
|
|
2022
Q2 | $347K | Hold |
12,225
| – | – | 0.22% | 60 |
|
|
2022
Q1 | $359K | Hold |
12,225
| – | – | 0.18% | 65 |
|
|
2021
Q4 | $326K | Buy |
12,225
+140
| +1% | +$3.73K | 0.16% | 71 |
|
|
2021
Q3 | $330K | Buy |
+12,085
| New | +$330K | 0.19% | 65 |
|