Eads & Heald Wealth Management’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 |
-8,547
| Closed | -$289K | – | 136 |
|
|
2025
Q1 | $289K | Buy |
+8,547
| New | +$289K | 0.15% | 124 |
|
|
2024
Q3 | – | Sell |
-5,958
| Closed | -$215K | – | 145 |
|
|
2024
Q2 | $215K | Buy |
5,958
+104
| +2% | +$3.75K | 0.1% | 141 |
|
|
2024
Q1 | $221K | Sell |
5,854
-1,023
| -15% | -$38.6K | 0.1% | 137 |
|
|
2023
Q4 | $243K | Sell |
6,877
-205
| -3% | -$7.24K | 0.12% | 133 |
|
|
2023
Q3 | $274K | Buy |
7,082
+735
| +12% | +$28.4K | 0.14% | 124 |
|
|
2023
Q2 | $224K | Sell |
6,347
-85
| -1% | -$3K | 0.11% | 136 |
|
|
2023
Q1 | $244K | Sell |
6,432
-260
| -4% | -$9.86K | 0.12% | 134 |
|
|
2022
Q4 | $234K | Buy |
+6,692
| New | +$234K | 0.12% | 138 |
|
|
2020
Q2 | – | Sell |
-13,152
| Closed | -$321K | – | 121 |
|
|
2020
Q1 | $321K | Sell |
13,152
-3,730
| -22% | -$91K | 0.23% | 108 |
|
|
2019
Q4 | $637K | Sell |
16,882
-1,060
| -6% | -$40K | 0.34% | 102 |
|
|
2019
Q3 | $682K | Sell |
17,942
-343
| -2% | -$13K | 0.38% | 99 |
|
|
2019
Q2 | $750K | Buy |
18,285
+13,133
| +255% | +$539K | 0.42% | 93 |
|
|
2019
Q1 | $222K | Buy |
+5,152
| New | +$222K | 0.13% | 124 |
|
|
2018
Q3 | – | Sell |
-4,770
| Closed | -$205K | – | 128 |
|
|
2018
Q2 | $205K | Buy |
+4,770
| New | +$205K | 0.13% | 124 |
|
|
2018
Q1 | – | Sell |
-5,495
| Closed | -$211K | – | 123 |
|
|
2017
Q4 | $211K | Buy |
+5,495
| New | +$211K | 0.12% | 125 |
|
|
2015
Q4 | – | Sell |
-7,868
| Closed | -$202K | – | 131 |
|
|
2015
Q3 | $202K | Sell |
7,868
-59
| -0.7% | -$1.52K | 0.14% | 130 |
|
|
2015
Q2 | $267K | Buy |
7,927
+563
| +8% | +$19K | 0.18% | 119 |
|
|
2015
Q1 | $239K | Hold |
7,364
| – | – | 0.15% | 125 |
|
|
2014
Q4 | $233K | Buy |
+7,364
| New | +$233K | 0.15% | 123 |
|