Edge 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 | $524K | Hold |
17,522
| – | – | 0.1% | 48 |
|
|
2025
Q1 | $592K | Buy |
17,522
+10
| +0.1% | +$338 | 0.12% | 43 |
|
|
2024
Q4 | $518K | Sell |
17,512
-139
| -0.8% | -$4.11K | 0.1% | 47 |
|
|
2024
Q3 | $554K | Sell |
17,651
-51
| -0.3% | -$1.6K | 0.11% | 46 |
|
|
2024
Q2 | $639K | Sell |
17,702
-1,063
| -6% | -$38.4K | 0.13% | 41 |
|
|
2024
Q1 | $707K | Sell |
18,765
-60
| -0.3% | -$2.26K | 0.15% | 40 |
|
|
2023
Q4 | $666K | Sell |
18,825
-5,141
| -21% | -$182K | 0.15% | 43 |
|
|
2023
Q3 | $928K | Sell |
23,966
-993
| -4% | -$38.5K | 0.22% | 43 |
|
|
2023
Q2 | $881K | Sell |
24,959
-16
| -0.1% | -$565 | 0.19% | 45 |
|
|
2023
Q1 | $948K | Sell |
24,975
-4,475
| -15% | -$170K | 0.22% | 40 |
|
|
2022
Q4 | $1.03M | Sell |
29,450
-941
| -3% | -$32.8K | 0.24% | 42 |
|
|
2022
Q3 | $872K | Sell |
30,391
-1,287
| -4% | -$36.9K | 0.19% | 41 |
|
|
2022
Q2 | $898K | Sell |
31,678
-8,780
| -22% | -$249K | 0.19% | 42 |
|
|
2022
Q1 | $1.19M | Sell |
40,458
-2,376
| -6% | -$69.8K | 0.23% | 46 |
|
|
2021
Q4 | $1.14M | Sell |
42,834
-41,662
| -49% | -$1.11M | 0.21% | 49 |
|
|
2021
Q3 | $2.31M | Sell |
84,496
-6,722
| -7% | -$184K | 0.45% | 43 |
|
|
2021
Q2 | $2.41M | Buy |
91,218
+376
| +0.4% | +$9.93K | 0.49% | 41 |
|
|
2021
Q1 | $2.21M | Buy |
90,842
+5,490
| +6% | +$134K | 0.47% | 43 |
|
|
2020
Q4 | $1.76M | Sell |
85,352
-25,150
| -23% | -$518K | 0.4% | 47 |
|
|
2020
Q3 | $1.93M | Sell |
110,502
-21,852
| -17% | -$381K | 0.44% | 45 |
|
|
2020
Q2 | $3.09M | Sell |
132,354
-22,898
| -15% | -$534K | 0.59% | 44 |
|
|
2020
Q1 | $3.79M | Sell |
155,252
-207,812
| -57% | -$5.07M | 0.82% | 37 |
|
|
2019
Q4 | $13.6M | Buy |
363,064
+8,296
| +2% | +$311K | 2.72% | 10 |
|
|
2019
Q3 | $13.5M | Buy |
354,768
+31,219
| +10% | +$1.19M | 3.1% | 7 |
|
|
2019
Q2 | $13.3M | Buy |
323,549
+11,898
| +4% | +$488K | 2.94% | 7 |
|
|
2019
Q1 | $13.4M | Sell |
311,651
-3,660
| -1% | -$157K | 3.3% | 6 |
|
|
2018
Q4 | $11.6M | Sell |
315,311
-15,914
| -5% | -$585K | 3.27% | 7 |
|
|
2018
Q3 | $14.6M | Buy |
331,225
+31,018
| +10% | +$1.37M | 3.5% | 6 |
|
|
2018
Q2 | $12.9M | Sell |
300,207
-25,042
| -8% | -$1.08M | 3.28% | 6 |
|
|
2018
Q1 | $12.3M | Sell |
325,249
-5,734
| -2% | -$216K | 3.25% | 8 |
|
|
2017
Q4 | $12.8M | Sell |
330,983
-18,478
| -5% | -$713K | 3.62% | 6 |
|
|
2017
Q3 | $12.1M | Buy |
349,461
+96,200
| +38% | +$3.33M | 3.66% | 7 |
|
|
2017
Q2 | $7.74M | Sell |
253,261
-2,734
| -1% | -$83.6K | 2.44% | 17 |
|
|
2017
Q1 | $7.7M | Buy |
255,995
+62,137
| +32% | +$1.87M | 2.67% | 15 |
|
|
2016
Q4 | $6.21M | Sell |
193,858
-2,042
| -1% | -$65.5K | 2.35% | 15 |
|
|
2016
Q3 | $5.77M | Buy |
195,900
+6,360
| +3% | +$187K | 2.45% | 14 |
|
|
2016
Q2 | $5.66M | Buy |
189,540
+31,752
| +20% | +$949K | 2.36% | 16 |
|
|
2016
Q1 | $4.01M | Sell |
157,788
-52,109
| -25% | -$1.32M | 1.82% | 21 |
|
|
2015
Q4 | $5.53M | Sell |
209,897
-2,571
| -1% | -$67.7K | 2.09% | 15 |
|
|
2015
Q3 | $5.4M | Buy |
212,468
+133,759
| +170% | +$3.4M | 2.03% | 18 |
|
|
2015
Q2 | $2.65M | Buy |
78,709
+3,993
| +5% | +$134K | 0.91% | 33 |
|
|
2015
Q1 | $2.43M | Buy |
74,716
+4,554
| +6% | +$148K | 0.82% | 35 |
|
|
2014
Q4 | $2.22M | Sell |
70,162
-191,098
| -73% | -$6.05M | 0.81% | 31 |
|
|
2014
Q3 | $9.39M | Buy |
261,260
+25,793
| +11% | +$927K | 3.62% | 9 |
|
|
2014
Q2 | $10.2M | Buy |
235,467
+10,389
| +5% | +$448K | 4.22% | 6 |
|
|
2014
Q1 | $8.86M | Buy |
225,078
+6,589
| +3% | +$259K | 3.71% | 8 |
|
|
2013
Q4 | $8.69M | Buy |
218,489
+4,410
| +2% | +$175K | 4.01% | 3 |
|
|
2013
Q3 | $7.36M | Buy |
214,079
+64,096
| +43% | +$2.2M | 4.49% | 3 |
|
|
2013
Q2 | $5.13M | Buy |
+149,983
| New | +$5.13M | 3.43% | 11 |
|