EverSource Wealth Advisors’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
15,537
+4,856
| +45% | +$145K | 0.02% | 481 |
|
|
2025
Q1 | $361K | Buy |
10,681
+1,258
| +13% | +$42.5K | 0.02% | 464 |
|
|
2024
Q4 | $279K | Sell |
9,423
-4,004
| -30% | -$118K | 0.02% | 531 |
|
|
2024
Q3 | $421K | Sell |
13,427
-1,660
| -11% | -$52.1K | 0.03% | 364 |
|
|
2024
Q2 | $534K | Buy |
15,087
+498
| +3% | +$17.6K | 0.04% | 298 |
|
|
2024
Q1 | $566K | Buy |
14,589
+1,344
| +10% | +$52.1K | 0.04% | 248 |
|
|
2023
Q4 | $469K | Buy |
13,245
+333
| +3% | +$11.8K | 0.04% | 254 |
|
|
2023
Q3 | $500K | Sell |
12,912
-420
| -3% | -$16.3K | 0.05% | 228 |
|
|
2023
Q2 | $470K | Buy |
13,332
+206
| +2% | +$7.27K | 0.05% | 235 |
|
|
2023
Q1 | $498K | Buy |
13,126
+350
| +3% | +$13.3K | 0.06% | 216 |
|
|
2022
Q4 | $446K | Sell |
12,776
-441
| -3% | -$15.4K | 0.07% | 212 |
|
|
2022
Q3 | $378K | Buy |
13,217
+5,612
| +74% | +$161K | 0.09% | 204 |
|
|
2022
Q2 | $216K | Buy |
7,605
+1,205
| +19% | +$34.2K | 0.06% | 248 |
|
|
2022
Q1 | $189K | Sell |
6,400
-94
| -1% | -$2.78K | 0.05% | 258 |
|
|
2021
Q4 | $173K | Buy |
+6,494
| New | +$173K | 0.05% | 243 |
|