AssuredPartners 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
Sell
-16,270
Closed -$550K 256
2025
Q1
$550K Sell
16,270
-942
-5% -$31.8K 0.11% 188
2024
Q4
$509K Buy
+17,212
New +$509K 0.1% 197