Goelzer Investment Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,659
| Closed | -$225K | – | 247 |
|
|
2025
Q1 | $225K | Sell |
6,659
-578
| -8% | -$19.5K | 0.01% | 231 |
|
|
2024
Q4 | $214K | Sell |
7,237
-1,672
| -19% | -$49.4K | 0.01% | 235 |
|
|
2024
Q3 | $280K | Hold |
8,909
| – | – | 0.02% | 213 |
|
|
2024
Q2 | $322K | Hold |
8,909
| – | – | 0.02% | 207 |
|
|
2024
Q1 | $336K | Sell |
8,909
-12
| -0.1% | -$452 | 0.02% | 210 |
|
|
2023
Q4 | $316K | Buy |
8,921
+12
| +0.1% | +$425 | 0.02% | 204 |
|
|
2023
Q3 | $345K | Buy |
8,909
+1,500
| +20% | +$58.1K | 0.02% | 192 |
|
|
2023
Q2 | $261K | Hold |
7,409
| – | – | 0.02% | 208 |
|
|
2023
Q1 | $281K | Sell |
7,409
-100
| -1% | -$3.79K | 0.02% | 211 |
|
|
2022
Q4 | $262K | Hold |
7,509
| – | – | 0.02% | 220 |
|
|
2022
Q3 | $214K | Hold |
7,509
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $213K | Hold |
7,509
| – | – | 0.02% | 213 |
|
|
2022
Q1 | $221K | Sell |
7,509
-85
| -1% | -$2.5K | 0.02% | 209 |
|
|
2021
Q4 | $202K | Buy |
7,594
+85
| +1% | +$2.26K | 0.02% | 220 |
|
|
2021
Q3 | $205K | Sell |
7,509
-1,155
| -13% | -$31.5K | 0.02% | 213 |
|
|
2021
Q2 | $229K | Sell |
8,664
-856
| -9% | -$22.6K | 0.02% | 208 |
|
|
2021
Q1 | $232K | Buy |
+9,520
| New | +$232K | 0.02% | 197 |
|
|
2020
Q4 | – | Sell |
-25,122
| Closed | -$439K | – | 200 |
|
|
2020
Q3 | $439K | Sell |
25,122
-426
| -2% | -$7.44K | 0.04% | 202 |
|
|
2020
Q2 | $596K | Buy |
25,548
+147
| +0.6% | +$3.43K | 0.06% | 175 |
|
|
2020
Q1 | $620K | Buy |
25,401
+853
| +3% | +$20.8K | 0.07% | 177 |
|
|
2019
Q4 | $926K | Sell |
24,548
-4,491
| -15% | -$169K | 0.08% | 171 |
|
|
2019
Q3 | $1.1M | Sell |
29,039
-83
| -0.3% | -$3.15K | 0.1% | 161 |
|
|
2019
Q2 | $1.19M | Sell |
29,122
-178
| -0.6% | -$7.3K | 0.11% | 164 |
|
|
2019
Q1 | $1.26M | Buy |
29,300
+11,339
| +63% | +$488K | 0.12% | 163 |
|
|
2018
Q4 | $660K | Sell |
17,961
-271
| -1% | -$9.96K | 0.08% | 156 |
|
|
2018
Q3 | $803K | Sell |
18,232
-292
| -2% | -$12.9K | 0.09% | 155 |
|
|
2018
Q2 | $796K | Sell |
18,524
-240
| -1% | -$10.3K | 0.09% | 152 |
|
|
2018
Q1 | $707K | Sell |
18,764
-501
| -3% | -$18.9K | 0.08% | 157 |
|
|
2017
Q4 | $741K | Buy |
19,265
+952
| +5% | +$36.6K | 0.08% | 157 |
|
|
2017
Q3 | $635K | Sell |
18,313
-315
| -2% | -$10.9K | 0.07% | 158 |
|
|
2017
Q2 | $572K | Sell |
18,628
-492
| -3% | -$15.1K | 0.07% | 154 |
|
|
2017
Q1 | $576K | Sell |
19,120
-342
| -2% | -$10.3K | 0.07% | 154 |
|
|
2016
Q4 | $623K | Sell |
19,462
-681
| -3% | -$21.8K | 0.08% | 159 |
|
|
2016
Q3 | $596K | Sell |
20,143
-178
| -0.9% | -$5.27K | 0.08% | 159 |
|
|
2016
Q2 | $607K | Buy |
20,321
+1,235
| +6% | +$36.9K | 0.08% | 157 |
|
|
2016
Q1 | $485K | Hold |
19,086
| – | – | 0.07% | 162 |
|
|
2015
Q4 | $502K | Sell |
19,086
-2,110
| -10% | -$55.5K | 0.07% | 164 |
|
|
2015
Q3 | $545K | Buy |
21,196
+1,246
| +6% | +$32K | 0.09% | 157 |
|
|
2015
Q2 | $671K | Sell |
19,950
-375
| -2% | -$12.6K | 0.1% | 153 |
|
|
2015
Q1 | $660K | Sell |
20,325
-2,645
| -12% | -$85.9K | 0.1% | 150 |
|
|
2014
Q4 | $727K | Sell |
22,970
-3,356
| -13% | -$106K | 0.11% | 148 |
|
|
2014
Q3 | $946K | Buy |
26,326
+4,327
| +20% | +$155K | 0.16% | 141 |
|
|
2014
Q2 | $949K | Sell |
21,999
-489
| -2% | -$21.1K | 0.16% | 140 |
|
|
2014
Q1 | $885K | Buy |
22,488
+135
| +0.6% | +$5.31K | 0.16% | 140 |
|
|
2013
Q4 | $889K | Buy |
22,353
+49
| +0.2% | +$1.95K | 0.16% | 139 |
|
|
2013
Q3 | $767K | Sell |
22,304
-22,793
| -51% | -$784K | 0.16% | 136 |
|
|
2013
Q2 | $1.54M | Buy |
+45,097
| New | +$1.54M | 0.16% | 138 |
|