Beaumont Financial 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 | $8.01M | Sell |
267,618
-14,510
| -5% | -$434K | 0.58% | 41 |
|
|
2025
Q1 | $9.53M | Buy |
282,128
+93,421
| +50% | +$3.16M | 0.75% | 39 |
|
|
2024
Q4 | $5.58M | Sell |
188,707
-197,589
| -51% | -$5.84M | 0.42% | 48 |
|
|
2024
Q3 | $12.1M | Sell |
386,296
-20,599
| -5% | -$647K | 0.95% | 32 |
|
|
2024
Q2 | $14.7M | Buy |
406,895
+229,557
| +129% | +$8.29M | 1.18% | 29 |
|
|
2024
Q1 | $6.68M | Buy |
+177,338
| New | +$6.68M | 0.55% | 42 |
|
|
2020
Q1 | – | Sell |
-10,960
| Closed | -$414K | – | 239 |
|
|
2019
Q4 | $414K | Buy |
+10,960
| New | +$414K | 0.04% | 198 |
|
|
2019
Q3 | – | Sell |
-5,202
| Closed | -$213K | – | 274 |
|
|
2019
Q2 | $213K | Buy |
+5,202
| New | +$213K | 0.02% | 231 |
|
|
2018
Q4 | – | Sell |
-4,782
| Closed | -$210K | – | 198 |
|
|
2018
Q3 | $210K | Sell |
4,782
-260
| -5% | -$11.4K | 0.02% | 217 |
|
|
2018
Q2 | $217K | Buy |
+5,042
| New | +$217K | 0.02% | 189 |
|