Bellevue Asset Management’s BP BP Stock Holding History

Bellevue Asset Management’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-150	Closed	-$4.71K	–	492
2024 Q3	$4.71K	Hold	150	–	–	﹤0.01%	324
2024 Q2	$5.42K	Hold	150	–	–	﹤0.01%	308
2024 Q1	$5.65K	Hold	150	–	–	﹤0.01%	300
2023 Q4	$5.31K	Sell	150 -150	-50%	-$5.49K	﹤0.01%	299
2023 Q3	$11.6K	Hold	300	–	–	0.01%	251
2023 Q2	$10.6K	Hold	300	–	–	0.01%	265
2023 Q1	$11.4K	Hold	300	–	–	0.01%	265
2022 Q4	$10.5K	Hold	300	–	–	0.01%	273
2022 Q3	$9K	Hold	300	–	–	0.01%	286
2022 Q2	$9K	Sell	300 -282	-48%	-$8.64K	0.01%	291
2022 Q1	$17K	Hold	582	–	–	0.01%	271
2021 Q4	$15K	Hold	582	–	–	0.01%	296
2021 Q3	$16K	Hold	582	–	–	0.01%	299
2021 Q2	$15K	Hold	582	–	–	0.01%	304
2021 Q1	$14K	Hold	582	–	–	0.01%	323
2020 Q4	$13K	Hold	582	–	–	0.01%	323
2020 Q3	$10K	Buy	582 +282	+94%	+$6.11K	0.01%	325
2020 Q2	$7K	Hold	300	–	–	0.01%	356
2020 Q1	$7K	Hold	300	–	–	0.01%	361
2019 Q4	$11K	Buy	+300	New	+$11.4K	0.01%	299

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Millennium Management

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Koshinski Asset Management

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return