EP 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
Q2 | $659K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $1.9M | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $309K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $277K | Buy |
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|
2016
Q3 | $213K | Buy |
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|
2016
Q2 | $211K | Buy |
|