Forvis Mazars 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
Q3 | $313K | Sell |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $691K | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $362K | Sell |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $305K | Sell |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $522K | Sell |
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|
2021
Q1 | $539K | Sell |
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|
2020
Q4 | $643K | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $2.12M | Buy |
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|
2019
Q3 | $2.11M | Buy |
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|
2019
Q2 | $1.93M | Buy |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | $638K | Sell |
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|
2018
Q3 | $811K | Sell |
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|
2018
Q2 | $797K | Sell |
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|
2018
Q1 | $701K | Buy |
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|
2017
Q4 | $700K | Sell |
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|
2017
Q3 | $703K | Sell |
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|
2017
Q2 | $639K | Buy |
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|
2017
Q1 | $612K | Sell |
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|
2016
Q4 | $663K | Sell |
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|
2016
Q3 | $651K | Hold |
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|
2016
Q2 | $657K | Buy |
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|
2016
Q1 | $557K | Sell |
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|
2015
Q4 | $583K | Buy |
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|
2015
Q3 | $289K | Sell |
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|
2015
Q2 | $445K | Sell |
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|
2015
Q1 | $547K | Buy |
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|
2014
Q4 | $514K | Buy |
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|
2014
Q3 | $529K | Hold |
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|
2014
Q2 | $635K | Buy |
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|
2014
Q1 | $544K | Hold |
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|
2013
Q4 | $550K | Buy |
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|
2013
Q3 | $463K | Buy |
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