Heritage Trust’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 | $2.11M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $674K | Buy |
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|
2024
Q2 | $919K | Hold |
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|
2024
Q1 | $959K | Sell |
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|
2023
Q4 | $927K | Buy |
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|
2023
Q3 | $990K | Hold |
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|
2023
Q2 | $902K | Buy |
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|
2023
Q1 | $920K | Hold |
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|
2022
Q4 | $847K | Buy |
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|
2022
Q3 | $687K | Sell |
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|
2022
Q2 | $684K | Buy |
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|
2022
Q1 | $708K | Hold |
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|
2021
Q4 | $641K | Hold |
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|
2021
Q3 | $658K | Sell |
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|
2021
Q2 | $868K | Sell |
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|
2021
Q1 | $818K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $302K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $494K | Hold |
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|
2019
Q1 | $518K | Buy |
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|
2018
Q4 | $56K | Buy |
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|
2018
Q3 | $41K | Sell |
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|
2018
Q2 | $41K | Sell |
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|
2018
Q1 | $36K | Sell |
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|
2017
Q4 | $37K | Sell |
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|
2017
Q3 | $38K | Buy |
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|
2017
Q2 | $31K | Buy |
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|
2017
Q1 | $24K | Buy |
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