Garde Capital’s BP BP Stock Holding History

Garde Capital’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,345	Closed	-$429K	–	205
2025 Q4	$429K	Sell	12,345 -1,464	-11%	-$51.4K	0.03%	151
2025 Q3	$476K	Buy	13,809 +237	+2%	+$7.94K	0.02%	166
2025 Q2	$406K	Hold	13,572	–	–	0.02%	168
2025 Q1	$459K	Hold	13,572	–	–	0.03%	162
2024 Q4	$401K	Buy	13,572 +200	+1%	+$6.01K	0.03%	155
2024 Q3	$420K	Hold	13,372	–	–	0.03%	148
2024 Q2	$483K	Sell	13,372 -12,295	-48%	-$461K	0.03%	135
2024 Q1	$967K	Sell	25,667 -129	-0.5%	-$4.63K	0.07%	97
2023 Q4	$913K	Hold	25,796	–	–	0.07%	93
2023 Q3	$999K	Hold	25,796	–	–	0.09%	88
2023 Q2	$910K	Hold	25,796	–	–	0.08%	99
2023 Q1	$979K	Sell	25,796 -146	-0.6%	-$5.45K	0.11%	84
2022 Q4	$906K	Buy	25,942 +1,946	+8%	+$64.8K	0.11%	82
2022 Q3	$685K	Hold	23,996	–	–	0.09%	89
2022 Q2	$680K	Hold	23,996	–	–	0.08%	99
2022 Q1	$705K	Sell	23,996 -9,443	-28%	-$288K	0.07%	106
2021 Q4	$890K	Hold	33,439	–	–	0.09%	96
2021 Q3	$914K	Buy	33,439 +344	+1%	+$8.62K	0.09%	89
2021 Q2	$874K	Sell	33,095 -3,780	-10%	-$99.1K	0.09%	90
2021 Q1	$898K	Buy	36,875 +2,754	+8%	+$66.3K	0.1%	86
2020 Q4	$700K	Buy	+34,121	New	+$643K	0.09%	93

Other funds holding BP

Fisher Asset Management

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Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return