Montag & Associates’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 | $63.2K | Buy |
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|
2025
Q2 | $54.1K | Sell |
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|
2025
Q1 | $75.3K | Sell |
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|
2024
Q4 | $95.4K | Sell |
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|
2024
Q3 | $134K | Buy |
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|
2024
Q2 | $153K | Hold |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $114K | Buy |
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|
2023
Q3 | $106K | Sell |
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|
2023
Q2 | $106K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $88K | Hold |
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|
2021
Q4 | $80K | Sell |
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|
2021
Q3 | $137K | Hold |
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|
2021
Q2 | $132K | Sell |
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|
2021
Q1 | $171K | Buy |
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|
2020
Q4 | $135K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $390K | Sell |
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|
2020
Q1 | $563K | Sell |
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|
2019
Q4 | $2.44M | Sell |
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|
2019
Q3 | $2.72M | Sell |
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|
2019
Q2 | $3.14M | Sell |
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|
2019
Q1 | $3.56M | Sell |
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|
2018
Q4 | $3.61M | Buy |
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|
2018
Q3 | $3.6M | Sell |
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|
2018
Q2 | $3.54M | Sell |
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|
2018
Q1 | $3.42M | Sell |
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|
2017
Q4 | $5.79M | Buy |
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|
2017
Q3 | $2.45M | Buy |
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|
2017
Q2 | $1.76M | Sell |
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|
2017
Q1 | $2.56M | Sell |
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|
2016
Q4 | $3.3M | Buy |
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|
2016
Q3 | $2.36M | Sell |
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|
2016
Q2 | $7.34M | Buy |
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|
2016
Q1 | $3.96M | Buy |
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|
2015
Q4 | $692K | Buy |
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|
2015
Q3 | $263K | Hold |
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|
2015
Q2 | $344K | Sell |
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|
2015
Q1 | $336K | Sell |
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|
2014
Q4 | $345K | Sell |
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|
2014
Q3 | $588K | Hold |
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|
2014
Q2 | $706K | Hold |
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|
2014
Q1 | $643K | Sell |
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|
2013
Q4 | $845K | Buy |
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|
2013
Q3 | $655K | Sell |
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|
2013
Q2 | $692K | Buy |
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