Heritage 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 | $76.3K | Hold |
2,548
| – | – | ﹤0.01% | 262 |
|
|
2025
Q1 | $86.1K | Hold |
2,548
| – | – | ﹤0.01% | 256 |
|
|
2024
Q4 | $75.3K | Sell |
2,548
-300
| -11% | -$8.87K | ﹤0.01% | 278 |
|
|
2024
Q3 | $89.4K | Buy |
2,848
+300
| +12% | +$9.42K | ﹤0.01% | 274 |
|
|
2024
Q2 | $92K | Sell |
2,548
-86
| -3% | -$3.11K | ﹤0.01% | 257 |
|
|
2024
Q1 | $99.2K | Buy |
2,634
+86
| +3% | +$3.24K | ﹤0.01% | 263 |
|
|
2023
Q4 | $90.2K | Hold |
2,548
| – | – | ﹤0.01% | 277 |
|
|
2023
Q3 | $98.7K | Hold |
2,548
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $89.9K | Hold |
2,548
| – | – | ﹤0.01% | 265 |
|
|
2023
Q1 | $96.7K | Hold |
2,548
| – | – | 0.01% | 262 |
|
|
2022
Q4 | $89K | Hold |
2,548
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $72.7K | Hold |
2,548
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $72K | Hold |
2,548
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $75K | Hold |
2,548
| – | – | ﹤0.01% | 277 |
|
|
2021
Q4 | $68K | Hold |
2,548
| – | – | ﹤0.01% | 298 |
|
|
2021
Q3 | $69.6K | Buy |
2,548
+1,500
| +143% | +$41K | ﹤0.01% | 289 |
|
|
2021
Q2 | $27.7K | Hold |
1,048
| – | – | ﹤0.01% | 386 |
|
|
2021
Q1 | $25.5K | Hold |
1,048
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $22K | Hold |
1,048
| – | – | ﹤0.01% | 397 |
|
|
2020
Q3 | $18.3K | Hold |
1,048
| – | – | ﹤0.01% | 360 |
|
|
2020
Q2 | $24.4K | Hold |
1,048
| – | – | ﹤0.01% | 316 |
|
|
2020
Q1 | $25.6K | Sell |
1,048
-1,845
| -64% | -$45K | ﹤0.01% | 298 |
|
|
2019
Q4 | $109K | Buy |
2,893
+99
| +4% | +$3.74K | 0.01% | 223 |
|
|
2019
Q3 | $106K | Buy |
2,794
+601
| +27% | +$22.8K | 0.02% | 208 |
|
|
2019
Q2 | $89.9K | Sell |
2,193
-169
| -7% | -$6.93K | 0.01% | 201 |
|
|
2019
Q1 | $102K | Buy |
2,362
+1,109
| +89% | +$47.7K | 0.02% | 174 |
|
|
2018
Q4 | $46K | Sell |
1,253
-18
| -1% | -$661 | 0.01% | 199 |
|
|
2018
Q3 | $55K | Buy |
+1,271
| New | +$55K | 0.01% | 192 |
|