Karpas Strategies’s BP BP Stock Holding History

Karpas Strategies’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$526K	Hold	14,584	–	–	0.17%	80
2024 Q1	$550K	Hold	14,584	–	–	0.17%	78
2023 Q4	$516K	Hold	14,584	–	–	0.17%	77
2023 Q3	$565K	Hold	14,584	–	–	0.21%	71
2023 Q2	$515K	Hold	14,584	–	–	0.17%	79
2023 Q1	$553K	Hold	14,584	–	–	0.19%	74
2022 Q4	$509K	Sell	14,584 -5,000	-26%	-$175K	0.18%	80
2022 Q3	$559K	Hold	19,584	–	–	0.21%	74
2022 Q2	$555K	Hold	19,584	–	–	0.19%	75
2022 Q1	$576K	Buy	19,584 +1,318	+7%	+$38.8K	0.18%	78
2021 Q4	$486K	Buy	18,266 +736	+4%	+$19.6K	0.16%	83
2021 Q3	$490K	Hold	17,530	–	–	0.16%	78
2021 Q2	$463K	Hold	17,530	–	–	0.16%	78
2021 Q1	$427K	Hold	17,530	–	–	0.16%	80
2020 Q4	$360K	Hold	17,530	–	–	0.14%	90
2020 Q3	$306K	Hold	17,530	–	–	0.14%	92
2020 Q2	$409K	Hold	17,530	–	–	0.2%	78
2020 Q1	$428K	Sell	17,530 -410	-2%	-$10K	0.23%	71
2019 Q4	$677K	Hold	17,940	–	–	0.25%	69
2019 Q3	$682K	Sell	17,940 -303	-2%	-$11.5K	0.28%	66
2019 Q2	$748K	Hold	18,243	–	–	0.31%	62
2019 Q1	$784K	Sell	18,243 -267	-1%	-$11.5K	0.33%	59
2018 Q4	$680K	Sell	18,510 -280	-1%	-$10.3K	0.32%	59
2018 Q3	$827K	Sell	18,790 -271	-1%	-$11.9K	0.34%	59
2018 Q2	$819K	Sell	19,061 -246	-1%	-$10.6K	0.35%	57
2018 Q1	$727K	Sell	19,307 -291	-1%	-$11K	0.32%	63
2017 Q4	$754K	Sell	19,598 -295	-1%	-$11.4K	0.32%	61
2017 Q3	$689K	Sell	19,893 -343	-2%	-$11.9K	0.3%	62
2017 Q2	$622K	Sell	20,236 -337	-2%	-$10.4K	0.28%	70
2017 Q1	$619K	Sell	20,573 -368	-2%	-$11.1K	0.28%	63
2016 Q4	$671K	Sell	20,941 -381	-2%	-$12.2K	0.32%	59
2016 Q3	$631K	Hold	21,322	–	–	0.31%	64
2016 Q2	$637K	Hold	21,322	–	–	0.32%	61
2016 Q1	$541K	Hold	21,322	–	–	0.28%	68
2015 Q4	$561K	Hold	21,322	–	–	0.3%	63
2015 Q3	$548K	Hold	21,322	–	–	0.3%	65
2015 Q2	$717K	Sell	21,322 -300	-1%	-$10.1K	0.36%	55
2015 Q1	$702K	Hold	21,622	–	–	0.34%	57
2014 Q4	$684K	Sell	21,622 -310	-1%	-$9.81K	0.33%	59
2014 Q3	$788K	Hold	21,932	–	–	0.39%	58
2014 Q2	$946K	Hold	21,932	–	–	0.47%	52
2014 Q1	$863K	Hold	21,932	–	–	0.46%	52
2013 Q4	$872K	Hold	21,932	–	–	0.48%	51
2013 Q3	$754K	Hold	21,932	–	–	0.44%	52
2013 Q2	$749K	Buy	+21,932	New	+$749K	0.46%	51