Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,375
Closed -$82.5K 180
2025
Q4
$82.5K Sell
2,375
-11,108
-82% -$390K 0.03% 203
2025
Q3
$465K Buy
+13,483
New +$452K 0.19% 112
2025
Q2
Sell
-13,483
Closed -$456K 150
2025
Q1
$456K Buy
+13,483
New +$440K 0.2% 120
2024
Q2
Sell
-5,385
Closed -$203K 153
2024
Q1
$203K Sell
5,385
-100
-2% -$3.59K 0.1% 148
2023
Q4
$197K Sell
5,485
-3,490
-39% -$128K 0.1% 136
2023
Q3
$348K Hold
8,975
0.2% 116
2023
Q2
$317K Sell
8,975
-10,650
-54% -$394K 0.18% 127
2023
Q1
$745K Sell
19,625
-3,480
-15% -$130K 0.34% 93
2022
Q4
$807K Sell
23,105
-1,250
-5% -$41.6K 0.39% 85
2022
Q3
$695K Sell
24,355
-1,500
-6% -$44.6K 0.36% 85
2022
Q2
$733K Buy
25,855
+300
+1% +$9.19K 0.31% 96
2022
Q1
$751K Hold
25,555
0.29% 102
2021
Q4
$681K Hold
25,555
0.28% 110
2021
Q3
$698K Sell
25,555
-100
-0.4% -$2.5K 0.32% 100
2021
Q2
$678K Sell
25,655
-50
-0.2% -$1.31K 0.32% 99
2021
Q1
$626K Sell
25,705
-200
-0.8% -$4.82K 0.32% 99
2020
Q4
$532K Buy
25,905
+300
+1% +$5.65K 0.29% 103
2020
Q3
$447K Sell
25,605
-600
-2% -$13K 0.29% 102
2020
Q2
$611K Buy
26,205
+2,770
+12% +$66.5K 0.46% 69
2020
Q1
$572K Buy
+23,435
New +$758K 0.51% 61

Other funds holding BP