JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9K | Sell |
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|
2025
Q1 | $58.1K | Sell |
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|
2024
Q4 | $56.1K | Hold |
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|
2024
Q3 | $59.6K | Sell |
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|
2024
Q2 | $84K | Sell |
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|
2024
Q1 | $95.4K | Sell |
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|
2023
Q4 | $89.6K | Buy |
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|
2023
Q3 | $97.8K | Buy |
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|
2023
Q2 | $89K | Buy |
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|
2023
Q1 | $95.2K | Buy |
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|
2022
Q4 | $87.6K | Buy |
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|
2022
Q3 | $61K | Buy |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $51K | Sell |
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|
2021
Q4 | $70K | Hold |
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|
2021
Q3 | $72K | Buy |
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|
2021
Q2 | $46K | Hold |
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|
2021
Q1 | $42K | Sell |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $44K | Buy |
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|
2020
Q2 | $52K | Buy |
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|
2020
Q1 | $43K | Buy |
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|
2019
Q4 | $46K | Sell |
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|
2019
Q3 | $69K | Sell |
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|
2019
Q2 | $75K | Buy |
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|
2019
Q1 | $78K | Sell |
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|
2018
Q4 | $74K | Sell |
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|
2018
Q3 | $175K | Buy |
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|
2018
Q2 | $169K | Sell |
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|
2018
Q1 | $165K | Sell |
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|
2017
Q4 | $176K | Sell |
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|
2017
Q3 | $169K | Sell |
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|
2017
Q2 | $169K | Sell |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $211K | Sell |
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|
2016
Q3 | $197K | Buy |
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|
2016
Q2 | $191K | Buy |
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|
2016
Q1 | $154K | Buy |
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|
2015
Q4 | $153K | Sell |
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|
2015
Q3 | $198K | Sell |
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|
2015
Q2 | $278K | Sell |
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|
2015
Q1 | $384K | Buy |
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|
2014
Q4 | $230K | Sell |
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|
2014
Q3 | $409K | Buy |
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|
2014
Q2 | $366K | Sell |
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|
2014
Q1 | $467K | Sell |
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|
2013
Q4 | $690K | Buy |
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|
2013
Q3 | $560K | Buy |
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|
2013
Q2 | $427K | Buy |
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