Choate 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 | $563K | Sell |
18,825
-4,270
| -18% | -$128K | 0.01% | 257 |
|
|
2025
Q1 | $780K | Sell |
23,095
-689
| -3% | -$23.3K | 0.02% | 211 |
|
|
2024
Q4 | $703K | Buy |
23,784
+3,679
| +18% | +$109K | 0.02% | 225 |
|
|
2024
Q3 | $631K | Buy |
20,105
+6,947
| +53% | +$218K | 0.02% | 241 |
|
|
2024
Q2 | $475K | Sell |
13,158
-479
| -4% | -$17.3K | 0.01% | 258 |
|
|
2024
Q1 | $514K | Sell |
13,637
-1,355
| -9% | -$51.1K | 0.01% | 261 |
|
|
2023
Q4 | $531K | Sell |
14,992
-368
| -2% | -$13K | 0.02% | 239 |
|
|
2023
Q3 | $595K | Buy |
15,360
+114
| +0.7% | +$4.41K | 0.02% | 226 |
|
|
2023
Q2 | $538K | Buy |
15,246
+2,748
| +22% | +$97K | 0.02% | 199 |
|
|
2023
Q1 | $474K | Buy |
12,498
+291
| +2% | +$11K | 0.02% | 186 |
|
|
2022
Q4 | $426K | Buy |
12,207
+328
| +3% | +$11.5K | 0.03% | 196 |
|
|
2022
Q3 | $339K | Hold |
11,879
| – | – | 0.02% | 194 |
|
|
2022
Q2 | $337K | Hold |
11,879
| – | – | 0.02% | 202 |
|
|
2022
Q1 | $349K | Hold |
11,879
| – | – | 0.02% | 229 |
|
|
2021
Q4 | $316K | Hold |
11,879
| – | – | 0.02% | 226 |
|
|
2021
Q3 | $325K | Sell |
11,879
-161
| -1% | -$4.41K | 0.02% | 210 |
|
|
2021
Q2 | $318K | Buy |
+12,040
| New | +$318K | 0.02% | 218 |
|
|
2020
Q1 | – | Sell |
-9,973
| Closed | -$376K | – | 233 |
|
|
2019
Q4 | $376K | Hold |
9,973
| – | – | 0.02% | 177 |
|
|
2019
Q3 | $379K | Sell |
9,973
-2,710
| -21% | -$103K | 0.02% | 174 |
|
|
2019
Q2 | $520K | Buy |
12,683
+1,118
| +10% | +$45.8K | 0.03% | 157 |
|
|
2019
Q1 | $497K | Buy |
11,565
+967
| +9% | +$41.6K | 0.03% | 163 |
|
|
2018
Q4 | $390K | Sell |
10,598
-1,314
| -11% | -$48.4K | 0.03% | 163 |
|
|
2018
Q3 | $524K | Buy |
11,912
+998
| +9% | +$43.9K | 0.03% | 136 |
|
|
2018
Q2 | $469K | Sell |
10,914
-1,326
| -11% | -$57K | 0.03% | 161 |
|
|
2018
Q1 | $461K | Sell |
12,240
-1,703
| -12% | -$64.1K | 0.02% | 170 |
|
|
2017
Q4 | $536K | Sell |
13,943
-3,641
| -21% | -$140K | 0.03% | 167 |
|
|
2017
Q3 | $609K | Sell |
17,584
-44
| -0.2% | -$1.53K | 0.03% | 162 |
|
|
2017
Q2 | $542K | Sell |
17,628
-4,466
| -20% | -$137K | 0.03% | 163 |
|
|
2017
Q1 | $665K | Buy |
22,094
+893
| +4% | +$26.9K | 0.04% | 148 |
|
|
2016
Q4 | $679K | Buy |
21,201
+600
| +3% | +$19.2K | 0.04% | 136 |
|
|
2016
Q3 | $609K | Sell |
20,601
-704
| -3% | -$20.8K | 0.04% | 143 |
|
|
2016
Q2 | $637K | Sell |
21,305
-1,169
| -5% | -$34.9K | 0.04% | 130 |
|
|
2016
Q1 | $571K | Sell |
22,474
-4,350
| -16% | -$110K | 0.04% | 139 |
|
|
2015
Q4 | $860K | Buy |
26,824
+1,464
| +6% | +$47K | 0.06% | 128 |
|
|
2015
Q3 | $652K | Buy |
25,360
+1
| +0% | +$26 | 0.04% | 133 |
|
|
2015
Q2 | $853K | Sell |
25,359
-357
| -1% | -$12K | 0.05% | 120 |
|
|
2015
Q1 | $834K | Sell |
25,716
-1,486
| -5% | -$48.2K | 0.05% | 133 |
|
|
2014
Q4 | $860K | Sell |
27,202
-2,708
| -9% | -$85.7K | 0.05% | 127 |
|
|
2014
Q3 | $1.08M | Buy |
29,910
+123
| +0.4% | +$4.42K | 0.07% | 115 |
|
|
2014
Q2 | $1.29M | Sell |
29,787
-8,589
| -22% | -$371K | 0.08% | 104 |
|
|
2014
Q1 | $1.51M | Hold |
38,376
| – | – | 0.09% | 99 |
|
|
2013
Q4 | $1.53M | Sell |
38,376
-458
| -1% | -$18.2K | 0.1% | 94 |
|
|
2013
Q3 | $1.34M | Sell |
38,834
-570
| -1% | -$19.6K | 0.1% | 101 |
|
|
2013
Q2 | $1.35M | Buy |
+39,404
| New | +$1.35M | 0.11% | 100 |
|