EP 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 | $659K | Buy |
22,016
+7,924
| +56% | +$237K | ﹤0.01% | 678 |
|
|
2025
Q1 | $476K | Buy |
14,092
+394
| +3% | +$13.3K | ﹤0.01% | 722 |
|
|
2024
Q4 | $405K | Buy |
13,698
+1,686
| +14% | +$49.8K | ﹤0.01% | 761 |
|
|
2024
Q3 | $377K | Sell |
12,012
-22
| -0.2% | -$691 | ﹤0.01% | 779 |
|
|
2024
Q2 | $434K | Buy |
12,034
+2,425
| +25% | +$87.5K | ﹤0.01% | 566 |
|
|
2024
Q1 | $362K | Sell |
9,609
-806
| -8% | -$30.4K | ﹤0.01% | 580 |
|
|
2023
Q4 | $369K | Sell |
10,415
-758
| -7% | -$26.8K | ﹤0.01% | 566 |
|
|
2023
Q3 | $433K | Sell |
11,173
-1,186
| -10% | -$45.9K | 0.01% | 482 |
|
|
2023
Q2 | $415K | Sell |
12,359
-8,087
| -40% | -$271K | 0.01% | 505 |
|
|
2023
Q1 | $1.9M | Buy |
20,446
+12,055
| +144% | +$1.12M | 0.03% | 230 |
|
|
2022
Q4 | $293K | Buy |
+8,391
| New | +$293K | 0.01% | 473 |
|
|
2022
Q3 | – | Sell |
-10,585
| Closed | -$300K | – | 371 |
|
|
2022
Q2 | $300K | Sell |
10,585
-2,437
| -19% | -$69.1K | 0.01% | 481 |
|
|
2022
Q1 | $383K | Sell |
13,022
-652
| -5% | -$19.2K | 0.01% | 438 |
|
|
2021
Q4 | $364K | Buy |
13,674
+2,359
| +21% | +$62.8K | 0.01% | 422 |
|
|
2021
Q3 | $309K | Buy |
+11,315
| New | +$309K | 0.01% | 421 |
|
|
2017
Q2 | – | Sell |
-7,025
| Closed | -$211K | – | 181 |
|
|
2017
Q1 | $211K | Sell |
7,025
-1,619
| -19% | -$48.6K | 0.03% | 148 |
|
|
2016
Q4 | $277K | Buy |
8,644
+1,448
| +20% | +$46.4K | 0.04% | 116 |
|
|
2016
Q3 | $213K | Buy |
7,196
+121
| +2% | +$3.58K | 0.03% | 129 |
|
|
2016
Q2 | $211K | Buy |
+7,075
| New | +$211K | 0.03% | 123 |
|