Loring Wolcott & Coolidge Fiduciary 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
Q3 | $386K | Sell |
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|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $372K | Hold |
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|
2023
Q3 | $390K | Hold |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $359K | Buy |
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|
2019
Q4 | $532K | Sell |
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|
2019
Q3 | $553K | Sell |
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|
2019
Q2 | $606K | Hold |
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|
2019
Q1 | $636K | Sell |
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|
2018
Q4 | $559K | Buy |
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|
2018
Q3 | $647K | Sell |
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|
2018
Q2 | $645K | Sell |
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|
2018
Q1 | $572K | Sell |
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|
2017
Q4 | $600K | Sell |
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|
2017
Q3 | $654K | Sell |
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|
2017
Q2 | $636K | Sell |
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|
2017
Q1 | $637K | Sell |
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|
2016
Q4 | $709K | Sell |
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|
2016
Q3 | $752K | Sell |
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|
2016
Q2 | $790K | Buy |
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|
2016
Q1 | $629K | Hold |
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|
2015
Q4 | $651K | Buy |
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|
2015
Q3 | $692K | Hold |
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|
2015
Q2 | $692K | Sell |
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|
2015
Q1 | $678K | Hold |
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|
2014
Q4 | $661K | Sell |
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|
2014
Q3 | $762K | Buy |
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|
2014
Q2 | $513K | Hold |
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|
2014
Q1 | $468K | Buy |
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|
2013
Q4 | $346K | Sell |
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|
2013
Q3 | $316K | Hold |
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|
2013
Q2 | $314K | Buy |
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