AmeriServ Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.02M | Hold |
26,457
| – | – | 1.89% | 11 |
|
|
2023
Q2 | $934K | Hold |
26,457
| – | – | 1.77% | 12 |
|
|
2023
Q1 | $1M | Sell |
26,457
-750
| -3% | -$28.5K | 2.31% | 11 |
|
|
2022
Q4 | $950K | Sell |
27,207
-750
| -3% | -$26.2K | 1.89% | 13 |
|
|
2022
Q3 | $798K | Hold |
27,957
| – | – | 1.76% | 16 |
|
|
2022
Q2 | $793K | Hold |
27,957
| – | – | 1.87% | 18 |
|
|
2022
Q1 | $822K | Buy |
27,957
+1,500
| +6% | +$44.1K | 0.6% | 31 |
|
|
2021
Q4 | $705K | Hold |
26,457
| – | – | 0.48% | 33 |
|
|
2021
Q3 | $723K | Hold |
26,457
| – | – | 0.56% | 34 |
|
|
2021
Q2 | $699K | Hold |
26,457
| – | – | 0.54% | 37 |
|
|
2021
Q1 | $644K | Hold |
26,457
| – | – | 0.55% | 34 |
|
|
2020
Q4 | $543K | Buy |
+26,457
| New | +$543K | 0.53% | 37 |
|
|
2019
Q3 | $1.03M | Sell |
27,069
-151
| -0.6% | -$5.74K | 1.4% | 12 |
|
|
2019
Q2 | $1.12M | Sell |
27,220
-102
| -0.4% | -$4.18K | 1.46% | 17 |
|
|
2019
Q1 | $1.18M | Sell |
27,322
-607
| -2% | -$26.1K | 2.45% | 14 |
|
|
2018
Q4 | $1.03M | Sell |
27,929
-43
| -0.2% | -$1.58K | 2.6% | 12 |
|
|
2018
Q3 | $1.23M | Sell |
27,972
-521
| -2% | -$22.9K | 1.54% | 16 |
|
|
2018
Q2 | $1.23M | Sell |
28,493
-369
| -1% | -$15.9K | 1.65% | 16 |
|
|
2018
Q1 | $1.09M | Sell |
28,862
-599
| -2% | -$22.6K | 1.23% | 18 |
|
|
2017
Q4 | $1.08M | Buy |
+29,461
| New | +$1.08M | 1.04% | 17 |
|
|
2017
Q1 | $931K | Sell |
30,926
-553
| -2% | -$16.6K | 1.22% | 17 |
|
|
2016
Q4 | $1.01M | Sell |
31,479
-572
| -2% | -$18.3K | 1.18% | 17 |
|
|
2016
Q3 | $948K | Sell |
32,051
-476
| -1% | -$14.1K | 1.2% | 17 |
|
|
2016
Q2 | $972K | Sell |
32,527
-1,230
| -4% | -$36.8K | 1.45% | 14 |
|
|
2016
Q1 | $857K | Sell |
33,757
-1,236
| -4% | -$31.4K | 1.45% | 14 |
|
|
2015
Q4 | $920K | Hold |
34,993
| – | – | 2.18% | 15 |
|
|
2015
Q3 | $900K | Sell |
34,993
-1,248
| -3% | -$32.1K | 1.72% | 15 |
|
|
2015
Q2 | $1.22M | Sell |
36,241
-449
| -1% | -$15.1K | 1.42% | 14 |
|
|
2015
Q1 | $1.19M | Buy |
+36,690
| New | +$1.19M | 1.37% | 17 |
|