Herold 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 | $567K | Sell |
18,958
-2,834
| -13% | -$84.8K | 0.12% | 174 |
|
|
2025
Q1 | $736K | Sell |
21,792
-26
| -0.1% | -$879 | 0.16% | 143 |
|
|
2024
Q4 | $645K | Buy |
21,818
+131
| +0.6% | +$3.87K | 0.14% | 162 |
|
|
2024
Q3 | $681K | Buy |
21,687
+2,435
| +13% | +$76.4K | 0.15% | 157 |
|
|
2024
Q2 | $695K | Buy |
19,252
+4,234
| +28% | +$153K | 0.16% | 150 |
|
|
2024
Q1 | $566K | Buy |
15,018
+1,978
| +15% | +$74.6K | 0.14% | 162 |
|
|
2023
Q4 | $462K | Buy |
13,040
+578
| +5% | +$20.5K | 0.13% | 165 |
|
|
2023
Q3 | $483K | Buy |
12,462
+400
| +3% | +$15.5K | 0.15% | 162 |
|
|
2023
Q2 | $426K | Buy |
12,062
+1,120
| +10% | +$39.5K | 0.13% | 170 |
|
|
2023
Q1 | $415K | Hold |
10,942
| – | – | 0.14% | 157 |
|
|
2022
Q4 | $382K | Buy |
10,942
+7
| +0.1% | +$245 | 0.16% | 137 |
|
|
2022
Q3 | $312K | Buy |
10,935
+306
| +3% | +$8.73K | 0.15% | 145 |
|
|
2022
Q2 | $301K | Buy |
10,629
+7
| +0.1% | +$198 | 0.13% | 153 |
|
|
2022
Q1 | $312K | Buy |
10,622
+580
| +6% | +$17.1K | 0.11% | 156 |
|
|
2021
Q4 | $267K | Sell |
10,042
-200
| -2% | -$5.32K | 0.1% | 171 |
|
|
2021
Q3 | $279K | Buy |
+10,242
| New | +$279K | 0.11% | 163 |
|