Encompass Wealth 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 | $217K | Buy |
7,237
+23
| +0.3% | +$688 | 0.08% | 98 |
|
|
2025
Q1 | $244K | Buy |
7,214
+19
| +0.3% | +$642 | 0.1% | 89 |
|
|
2024
Q4 | $213K | Sell |
7,195
-9
| -0.1% | -$266 | 0.09% | 96 |
|
|
2024
Q3 | $226K | Buy |
7,204
+19
| +0.3% | +$596 | 0.06% | 218 |
|
|
2024
Q2 | $259K | Buy |
7,185
+16
| +0.2% | +$578 | 0.07% | 198 |
|
|
2024
Q1 | $270K | Sell |
7,169
-117
| -2% | -$4.41K | 0.07% | 205 |
|
|
2023
Q4 | $258K | Sell |
7,286
-2,071
| -22% | -$73.3K | 0.08% | 181 |
|
|
2023
Q3 | $362K | Sell |
9,357
-1,631
| -15% | -$63.2K | 0.12% | 143 |
|
|
2023
Q2 | $388K | Buy |
10,988
+1,313
| +14% | +$46.3K | 0.13% | 142 |
|
|
2023
Q1 | $367K | Sell |
9,675
-1,584
| -14% | -$60.1K | 0.12% | 142 |
|
|
2022
Q4 | $393K | Buy |
11,259
+8
| +0.1% | +$279 | 0.14% | 125 |
|
|
2022
Q3 | $321K | Buy |
11,251
+21
| +0.2% | +$599 | 0.12% | 144 |
|
|
2022
Q2 | $318K | Sell |
11,230
-482
| -4% | -$13.6K | 0.11% | 148 |
|
|
2022
Q1 | $344K | Buy |
11,712
+18
| +0.2% | +$529 | 0.09% | 159 |
|
|
2021
Q4 | $311K | Buy |
11,694
+120
| +1% | +$3.19K | 0.08% | 181 |
|
|
2021
Q3 | $316K | Buy |
11,574
+19
| +0.2% | +$519 | 0.08% | 173 |
|
|
2021
Q2 | $305K | Buy |
11,555
+218
| +2% | +$5.75K | 0.08% | 181 |
|
|
2021
Q1 | $293K | Buy |
11,337
+768
| +7% | +$19.8K | 0.07% | 185 |
|
|
2020
Q4 | $217K | Buy |
+10,569
| New | +$217K | 0.13% | 103 |
|