HHM Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.5K | Buy |
581
+275
| +90% | +$12.1K | ﹤0.01% | 523 |
|
|
2026
Q1 | $14.4K | Hold |
306
| – | – | ﹤0.01% | 569 |
|
|
2025
Q4 | $10.6K | Hold |
306
| – | – | ﹤0.01% | 608 |
|
|
2025
Q3 | $10.5K | Hold |
306
| – | – | ﹤0.01% | 630 |
|
|
2025
Q2 | $9.16K | Hold |
306
| – | – | ﹤0.01% | 623 |
|
|
2025
Q1 | $10.3K | Hold |
306
| – | – | ﹤0.01% | 584 |
|
|
2024
Q4 | $9.05K | Hold |
306
| – | – | ﹤0.01% | 609 |
|
|
2024
Q3 | $9.61K | Hold |
306
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $11K | Sell |
306
-494
| -62% | -$18.5K | ﹤0.01% | 532 |
|
|
2024
Q1 | $30.1K | Hold |
800
| – | – | 0.01% | 358 |
|
|
2023
Q4 | $28.3K | Sell |
800
-750
| -48% | -$27.5K | ﹤0.01% | 368 |
|
|
2023
Q3 | $60K | Sell |
1,550
-100
| -6% | -$3.71K | 0.01% | 255 |
|
|
2023
Q2 | $58.2K | Hold |
1,650
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $62.6K | Buy |
1,650
+494
| +43% | +$18.5K | 0.01% | 247 |
|
|
2022
Q4 | $40.4K | Sell |
1,156
-157
| -12% | -$5.22K | 0.01% | 268 |
|
|
2022
Q3 | $37K | Sell |
1,313
-380
| -22% | -$11.3K | 0.01% | 269 |
|
|
2022
Q2 | $48K | Buy |
1,693
+505
| +43% | +$15.5K | 0.01% | 282 |
|
|
2022
Q1 | $35K | Sell |
1,188
-675
| -36% | -$20.6K | 0.01% | 355 |
|
|
2021
Q4 | $50K | Hold |
1,863
| – | – | 0.01% | 310 |
|
|
2021
Q3 | $51K | Sell |
1,863
-600
| -24% | -$15K | 0.01% | 294 |
|
|
2021
Q2 | $65K | Hold |
2,463
| – | – | 0.02% | 256 |
|
|
2021
Q1 | $60K | Buy |
2,463
+200
| +9% | +$4.82K | 0.02% | 254 |
|
|
2020
Q4 | $46K | Sell |
2,263
-442
| -16% | -$8.33K | 0.02% | 268 |
|
|
2020
Q3 | $47K | Sell |
2,705
-1,050
| -28% | -$22.7K | 0.02% | 229 |
|
|
2020
Q2 | $88K | Buy |
3,755
+200
| +6% | +$4.8K | 0.04% | 160 |
|
|
2020
Q1 | $87K | Buy |
+3,555
| New | +$115K | 0.04% | 131 |
|
Other funds holding BP
YIH
WCM
DC
BCFS
QCM
NRS
CTI
CWA