Forvis Mazars Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
12,399
-218
| -2% | -$6.53K | 0.01% | 334 |
|
|
2025
Q1 | $426K | Buy |
12,617
+917
| +8% | +$31K | 0.01% | 306 |
|
|
2024
Q4 | $346K | Sell |
11,700
-151
| -1% | -$4.46K | 0.01% | 360 |
|
|
2024
Q3 | $372K | Sell |
11,851
-800
| -6% | -$25.1K | 0.01% | 349 |
|
|
2024
Q2 | $457K | Sell |
12,651
-5,695
| -31% | -$206K | 0.01% | 304 |
|
|
2024
Q1 | $691K | Buy |
18,346
+7,001
| +62% | +$264K | 0.02% | 248 |
|
|
2023
Q4 | $402K | Sell |
11,345
-842
| -7% | -$29.8K | 0.01% | 301 |
|
|
2023
Q3 | $472K | Sell |
12,187
-1,154
| -9% | -$44.7K | 0.01% | 280 |
|
|
2023
Q2 | $471K | Buy |
13,341
+494
| +4% | +$17.4K | 0.01% | 299 |
|
|
2023
Q1 | $487K | Buy |
12,847
+16
| +0.1% | +$607 | 0.02% | 272 |
|
|
2022
Q4 | $448K | Buy |
12,831
+148
| +1% | +$5.17K | 0.02% | 275 |
|
|
2022
Q3 | $362K | Sell |
12,683
-192
| -1% | -$5.48K | 0.01% | 294 |
|
|
2022
Q2 | $365K | Buy |
12,875
+2,357
| +22% | +$66.8K | 0.01% | 292 |
|
|
2022
Q1 | $310K | Sell |
10,518
-940
| -8% | -$27.7K | 0.01% | 240 |
|
|
2021
Q4 | $305K | Sell |
11,458
-3,841
| -25% | -$102K | 0.01% | 227 |
|
|
2021
Q3 | $418K | Sell |
15,299
-4,437
| -22% | -$121K | 0.02% | 192 |
|
|
2021
Q2 | $522K | Sell |
19,736
-2,400
| -11% | -$63.5K | 0.02% | 170 |
|
|
2021
Q1 | $539K | Sell |
22,136
-9,210
| -29% | -$224K | 0.03% | 168 |
|
|
2020
Q4 | $643K | Sell |
31,346
-26,433
| -46% | -$542K | 0.03% | 182 |
|
|
2020
Q3 | $1.01M | Sell |
57,779
-166
| -0.3% | -$2.9K | 0.06% | 134 |
|
|
2020
Q2 | $1.35M | Sell |
57,945
-246
| -0.4% | -$5.74K | 0.09% | 113 |
|
|
2020
Q1 | $1.42M | Buy |
58,191
+2,004
| +4% | +$48.9K | 0.12% | 93 |
|
|
2019
Q4 | $2.12M | Buy |
56,187
+600
| +1% | +$22.6K | 0.15% | 80 |
|
|
2019
Q3 | $2.11M | Buy |
55,587
+8,631
| +18% | +$328K | 0.17% | 79 |
|
|
2019
Q2 | $1.93M | Buy |
46,956
+17,891
| +62% | +$733K | 0.16% | 81 |
|
|
2019
Q1 | $1.25M | Buy |
29,065
+11,692
| +67% | +$503K | 0.1% | 100 |
|
|
2018
Q4 | $638K | Sell |
17,373
-1,056
| -6% | -$38.8K | 0.07% | 114 |
|
|
2018
Q3 | $811K | Sell |
18,429
-121
| -0.7% | -$5.33K | 0.07% | 110 |
|
|
2018
Q2 | $797K | Sell |
18,550
-48
| -0.3% | -$2.06K | 0.08% | 111 |
|
|
2018
Q1 | $701K | Buy |
18,598
+392
| +2% | +$14.8K | 0.07% | 116 |
|
|
2017
Q4 | $700K | Sell |
18,206
-2,084
| -10% | -$80.1K | 0.07% | 115 |
|
|
2017
Q3 | $703K | Sell |
20,290
-514
| -2% | -$17.8K | 0.08% | 109 |
|
|
2017
Q2 | $639K | Buy |
20,804
+460
| +2% | +$14.1K | 0.07% | 116 |
|
|
2017
Q1 | $612K | Sell |
20,344
-364
| -2% | -$11K | 0.07% | 111 |
|
|
2016
Q4 | $663K | Sell |
20,708
-1,290
| -6% | -$41.3K | 0.09% | 100 |
|
|
2016
Q3 | $651K | Hold |
21,998
| – | – | 0.09% | 99 |
|
|
2016
Q2 | $657K | Buy |
21,998
+77
| +0.4% | +$2.3K | 0.1% | 96 |
|
|
2016
Q1 | $557K | Sell |
21,921
-237
| -1% | -$6.02K | 0.09% | 102 |
|
|
2015
Q4 | $583K | Buy |
22,158
+10,917
| +97% | +$287K | 0.09% | 98 |
|
|
2015
Q3 | $289K | Sell |
11,241
-2,002
| -15% | -$51.5K | 0.05% | 141 |
|
|
2015
Q2 | $445K | Sell |
13,243
-3,614
| -21% | -$121K | 0.07% | 114 |
|
|
2015
Q1 | $547K | Buy |
16,857
+595
| +4% | +$19.3K | 0.08% | 105 |
|
|
2014
Q4 | $514K | Buy |
16,262
+1,539
| +10% | +$48.6K | 0.08% | 94 |
|
|
2014
Q3 | $529K | Hold |
14,723
| – | – | 0.09% | 89 |
|
|
2014
Q2 | $635K | Buy |
14,723
+884
| +6% | +$38.1K | 0.11% | 82 |
|
|
2014
Q1 | $544K | Hold |
13,839
| – | – | 0.1% | 101 |
|
|
2013
Q4 | $550K | Buy |
13,839
+367
| +3% | +$14.6K | 0.1% | 104 |
|
|
2013
Q3 | $463K | Buy |
+13,472
| New | +$463K | 0.09% | 105 |
|