LVW Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
8,661
-2,751
| -24% | -$82.3K | 0.03% | 280 |
|
|
2025
Q1 | $386K | Buy |
11,412
+3,595
| +46% | +$121K | 0.05% | 208 |
|
|
2024
Q4 | $231K | Sell |
7,817
-3,187
| -29% | -$94.2K | 0.03% | 279 |
|
|
2024
Q3 | $345K | Sell |
11,004
-3,815
| -26% | -$120K | 0.04% | 223 |
|
|
2024
Q2 | $535K | Sell |
14,819
-700
| -5% | -$25.3K | 0.08% | 157 |
|
|
2024
Q1 | $585K | Sell |
15,519
-95
| -0.6% | -$3.58K | 0.1% | 149 |
|
|
2023
Q4 | $553K | Buy |
15,614
+2,758
| +21% | +$97.6K | 0.1% | 142 |
|
|
2023
Q3 | $498K | Sell |
12,856
-776
| -6% | -$30K | 0.1% | 129 |
|
|
2023
Q2 | $481K | Buy |
+13,632
| New | +$481K | 0.09% | 128 |
|
|
2015
Q3 | – | Sell |
-6,925
| Closed | -$233K | – | 143 |
|
|
2015
Q2 | $233K | Sell |
6,925
-3,171
| -31% | -$107K | 0.1% | 126 |
|
|
2015
Q1 | $328K | Hold |
10,096
| – | – | 0.16% | 105 |
|
|
2014
Q4 | $319K | Buy |
+10,096
| New | +$319K | 0.18% | 114 |
|