Encompass Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $213K | Sell |
|
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $217K | Buy |
|