FAM
Formidable Asset Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
6,349
| – | – | 0.04% | 360 |
|
|
2025
Q1 | $215K | Sell |
6,349
-500
| -7% | -$16.9K | 0.04% | 361 |
|
|
2024
Q4 | $202K | Sell |
6,849
-407
| -6% | -$12K | 0.03% | 353 |
|
|
2024
Q3 | $228K | Sell |
7,256
-2,464
| -25% | -$77.4K | 0.04% | 330 |
|
|
2024
Q2 | $351K | Buy |
9,720
+263
| +3% | +$9.5K | 0.06% | 283 |
|
|
2024
Q1 | $356K | Buy |
9,457
+2,781
| +42% | +$105K | 0.06% | 264 |
|
|
2023
Q4 | $236K | Buy |
+6,676
| New | +$236K | 0.05% | 241 |
|
|
2023
Q2 | – | Sell |
-5,551
| Closed | -$215K | – | 300 |
|
|
2023
Q1 | $215K | Sell |
5,551
-1,200
| -18% | -$46.5K | 0.05% | 269 |
|
|
2022
Q4 | $236K | Buy |
+6,751
| New | +$236K | 0.05% | 258 |
|
|
2022
Q2 | – | Sell |
-7,767
| Closed | -$228K | – | 326 |
|
|
2022
Q1 | $228K | Sell |
7,767
-26,095
| -77% | -$766K | 0.04% | 289 |
|
|
2021
Q4 | $902K | Buy |
+33,862
| New | +$902K | 0.17% | 114 |
|
|
2020
Q3 | – | Sell |
-9,779
| Closed | -$231K | – | 269 |
|
|
2020
Q2 | $231K | Buy |
+9,779
| New | +$231K | 0.07% | 212 |
|
|
2018
Q4 | – | Sell |
-13,909
| Closed | -$653K | – | 88 |
|
|
2018
Q3 | $653K | Sell |
13,909
-124
| -0.9% | -$5.82K | 0.26% | 74 |
|
|
2018
Q2 | $641K | Buy |
14,033
+1,138
| +9% | +$52K | 0.28% | 71 |
|
|
2018
Q1 | $523K | Sell |
12,895
-1,093
| -8% | -$44.3K | 0.26% | 73 |
|
|
2017
Q4 | $588K | Buy |
13,988
+733
| +6% | +$30.8K | 0.27% | 79 |
|
|
2017
Q3 | $509K | Buy |
+13,255
| New | +$509K | 0.21% | 104 |
|
|
2017
Q2 | – | Sell |
-12,414
| Closed | -$440K | – | 171 |
|
|
2017
Q1 | $440K | Buy |
12,414
+508
| +4% | +$18K | 0.19% | 115 |
|
|
2016
Q4 | $445K | Buy |
11,906
+758
| +7% | +$28.3K | 0.22% | 109 |
|
|
2016
Q3 | $392K | Sell |
11,148
-192
| -2% | -$6.75K | 0.19% | 117 |
|
|
2016
Q2 | $408K | Buy |
11,340
+506
| +5% | +$18.2K | 0.23% | 110 |
|
|
2016
Q1 | $344K | Sell |
10,834
-3,542
| -25% | -$112K | 0.24% | 91 |
|
|
2015
Q4 | $435K | Sell |
14,376
-5,727
| -28% | -$173K | 0.3% | 77 |
|
|
2015
Q3 | $614K | Buy |
+20,103
| New | +$614K | 0.41% | 54 |
|
|
2014
Q3 | – | Sell |
-18,770
| Closed | -$990K | – | 474 |
|
|
2014
Q2 | $990K | Buy |
+18,770
| New | +$990K | 0.6% | 33 |
|
|
2014
Q1 | – | Sell |
-19,120
| Closed | -$910K | – | 463 |
|
|
2013
Q4 | $910K | Buy |
+19,120
| New | +$910K | 0.61% | 29 |
|