JWA
JFS Wealth Advisors’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9K | Sell |
1,367
-353
| -21% | -$10.6K | ﹤0.01% | 502 |
|
|
2025
Q1 | $58.1K | Sell |
1,720
-178
| -9% | -$6.02K | ﹤0.01% | 446 |
|
|
2024
Q4 | $56.1K | Hold |
1,898
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $59.6K | Sell |
1,898
-429
| -18% | -$13.5K | ﹤0.01% | 439 |
|
|
2024
Q2 | $84K | Sell |
2,327
-204
| -8% | -$7.36K | 0.01% | 338 |
|
|
2024
Q1 | $95.4K | Sell |
2,531
-1
| -0% | -$38 | 0.01% | 321 |
|
|
2023
Q4 | $89.6K | Buy |
2,532
+6
| +0.2% | +$212 | 0.01% | 323 |
|
|
2023
Q3 | $97.8K | Buy |
2,526
+4
| +0.2% | +$155 | 0.01% | 282 |
|
|
2023
Q2 | $89K | Buy |
2,522
+14
| +0.6% | +$494 | 0.01% | 290 |
|
|
2023
Q1 | $95.2K | Buy |
2,508
+1
| +0% | +$38 | 0.01% | 281 |
|
|
2022
Q4 | $87.6K | Buy |
2,507
+373
| +17% | +$13K | 0.01% | 291 |
|
|
2022
Q3 | $61K | Buy |
2,134
+419
| +24% | +$12K | 0.01% | 352 |
|
|
2022
Q2 | $49K | Sell |
1,715
-18
| -1% | -$514 | 0.01% | 397 |
|
|
2022
Q1 | $51K | Sell |
1,733
-912
| -34% | -$26.8K | ﹤0.01% | 421 |
|
|
2021
Q4 | $70K | Hold |
2,645
| – | – | 0.01% | 365 |
|
|
2021
Q3 | $72K | Buy |
2,645
+904
| +52% | +$24.6K | 0.01% | 367 |
|
|
2021
Q2 | $46K | Hold |
1,741
| – | – | 0.01% | 277 |
|
|
2021
Q1 | $42K | Sell |
1,741
-753
| -30% | -$18.2K | 0.01% | 263 |
|
|
2020
Q4 | $51K | Hold |
2,494
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $44K | Buy |
2,494
+246
| +11% | +$4.34K | 0.01% | 250 |
|
|
2020
Q2 | $52K | Buy |
2,248
+504
| +29% | +$11.7K | 0.01% | 224 |
|
|
2020
Q1 | $43K | Buy |
1,744
+519
| +42% | +$12.8K | 0.01% | 229 |
|
|
2019
Q4 | $46K | Sell |
1,225
-588
| -32% | -$22.1K | 0.01% | 247 |
|
|
2019
Q3 | $69K | Buy |
1,813
+10
| +0.6% | +$381 | 0.02% | 218 |
|
|
2019
Q2 | $75K | Buy |
1,803
+13
| +0.7% | +$541 | 0.02% | 210 |
|
|
2019
Q1 | $78K | Sell |
1,790
-173
| -9% | -$7.54K | 0.02% | 199 |
|
|
2018
Q4 | $74K | Sell |
1,963
-1,833
| -48% | -$69.1K | 0.02% | 196 |
|
|
2018
Q3 | $175K | Buy |
3,796
+97
| +3% | +$4.47K | 0.05% | 149 |
|
|
2018
Q2 | $169K | Sell |
3,699
-364
| -9% | -$16.6K | 0.04% | 149 |
|
|
2018
Q1 | $165K | Sell |
4,063
-133
| -3% | -$5.4K | 0.04% | 152 |
|
|
2017
Q4 | $176K | Sell |
4,196
-196
| -4% | -$8.22K | 0.04% | 149 |
|
|
2017
Q3 | $169K | Sell |
4,392
-487
| -10% | -$18.7K | 0.04% | 144 |
|
|
2017
Q2 | $169K | Sell |
4,879
-757
| -13% | -$26.2K | 0.05% | 133 |
|
|
2017
Q1 | $211K | Hold |
5,636
| – | – | 0.06% | 123 |
|
|
2016
Q4 | $211K | Buy |
5,636
+46
| +0.8% | +$1.72K | 0.06% | 123 |
|
|
2016
Q3 | $197K | Buy |
5,590
+209
| +4% | +$7.37K | 0.06% | 128 |
|
|
2016
Q2 | $191K | Buy |
5,381
+286
| +6% | +$10.2K | 0.05% | 160 |
|
|
2016
Q1 | $154K | Buy |
5,095
+186
| +4% | +$5.62K | 0.05% | 149 |
|
|
2015
Q4 | $153K | Sell |
4,909
-1,561
| -24% | -$48.7K | 0.04% | 154 |
|
|
2015
Q3 | $198K | Sell |
6,470
-480
| -7% | -$14.7K | 0.09% | 101 |
|
|
2015
Q2 | $278K | Sell |
6,950
-19,384
| -74% | -$775K | 0.14% | 73 |
|
|
2015
Q1 | $384K | Buy |
26,334
+20,300
| +336% | +$296K | 0.18% | 61 |
|
|
2014
Q4 | $230K | Sell |
6,034
-18,345
| -75% | -$699K | 0.04% | 77 |
|
|
2014
Q3 | $409K | Buy |
24,379
+17,438
| +251% | +$293K | 0.07% | 51 |
|
|
2014
Q2 | $366K | Sell |
6,941
-2,772
| -29% | -$146K | 0.07% | 54 |
|
|
2014
Q1 | $467K | Sell |
9,713
-4,475
| -32% | -$215K | 0.26% | 55 |
|
|
2013
Q4 | $690K | Buy |
14,188
+866
| +7% | +$42.1K | 0.3% | 51 |
|
|
2013
Q3 | $560K | Buy |
13,322
+3,080
| +30% | +$129K | 0.26% | 58 |
|
|
2013
Q2 | $427K | Buy |
+10,242
| New | +$427K | 0.21% | 64 |
|