Essex Investment 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 | $19.8K | Hold |
662
| – | – | ﹤0.01% | 278 |
|
|
2025
Q1 | $22.4K | Sell |
662
-141,757
| -100% | -$4.79M | ﹤0.01% | 278 |
|
|
2024
Q4 | $4.21M | Sell |
142,419
-8,396
| -6% | -$248K | 0.76% | 37 |
|
|
2024
Q3 | $4.73M | Sell |
150,815
-6,209
| -4% | -$195K | 0.83% | 38 |
|
|
2024
Q2 | $5.67M | Sell |
157,024
-17,611
| -10% | -$636K | 1.06% | 22 |
|
|
2024
Q1 | $6.58M | Sell |
174,635
-13,867
| -7% | -$523K | 1.3% | 13 |
|
|
2023
Q4 | $6.67M | Sell |
188,502
-35,274
| -16% | -$1.25M | 1.31% | 12 |
|
|
2023
Q3 | $8.66M | Sell |
223,776
-4,177
| -2% | -$162K | 1.41% | 6 |
|
|
2023
Q2 | $8.04M | Sell |
227,953
-36,469
| -14% | -$1.29M | 1.12% | 12 |
|
|
2023
Q1 | $10M | Sell |
264,422
-20,150
| -7% | -$764K | 1.46% | 9 |
|
|
2022
Q4 | $9.94M | Sell |
284,572
-1,411
| -0.5% | -$49.3K | 1.55% | 7 |
|
|
2022
Q3 | $8.17M | Sell |
285,983
-27,136
| -9% | -$775K | 1.3% | 12 |
|
|
2022
Q2 | $8.88M | Sell |
313,119
-8,696
| -3% | -$247K | 1.43% | 7 |
|
|
2022
Q1 | $9.46M | Sell |
321,815
-52,032
| -14% | -$1.53M | 1.18% | 10 |
|
|
2021
Q4 | $9.96M | Buy |
373,847
+30,775
| +9% | +$820K | 1.14% | 12 |
|
|
2021
Q3 | $9.38M | Buy |
343,072
+1,641
| +0.5% | +$44.8K | 1.15% | 11 |
|
|
2021
Q2 | $9.02M | Sell |
341,431
-13,538
| -4% | -$358K | 1.05% | 11 |
|
|
2021
Q1 | $8.64M | Buy |
354,969
+74,012
| +26% | +$1.8M | 1.05% | 12 |
|
|
2020
Q4 | $5.77M | Buy |
280,957
+280,807
| +187,205% | +$5.76M | 0.72% | 27 |
|
|
2020
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 467 |
|
|
2019
Q1 | – | Sell |
-363
| Closed | -$13K | – | 487 |
|
|
2018
Q4 | $13K | Buy |
+363
| New | +$13K | ﹤0.01% | 437 |
|