Morningstar Investment Services’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,162
| Closed | -$476K | – | 170 |
|
|
2024
Q3 | $476K | Buy |
15,162
+447
| +3% | +$14K | ﹤0.01% | 278 |
|
|
2024
Q2 | $529K | Buy |
14,715
+5,571
| +61% | +$200K | 0.01% | 242 |
|
|
2024
Q1 | $343K | Sell |
9,144
-8,871
| -49% | -$333K | ﹤0.01% | 274 |
|
|
2023
Q4 | $636K | Buy |
18,015
+9,209
| +105% | +$325K | ﹤0.01% | 271 |
|
|
2023
Q3 | $347K | Buy |
8,806
+221
| +3% | +$8.71K | ﹤0.01% | 234 |
|
|
2023
Q2 | $300K | Buy |
8,585
+803
| +10% | +$28.1K | ﹤0.01% | 220 |
|
|
2023
Q1 | $295K | Buy |
7,782
+487
| +7% | +$18.5K | ﹤0.01% | 207 |
|
|
2022
Q4 | $248K | Sell |
7,295
-317
| -4% | -$10.8K | ﹤0.01% | 205 |
|
|
2022
Q3 | $253K | Buy |
7,612
+509
| +7% | +$16.9K | ﹤0.01% | 202 |
|
|
2022
Q2 | $205K | Buy |
+7,103
| New | +$205K | ﹤0.01% | 214 |
|
|
2022
Q1 | – | Sell |
-14,281
| Closed | -$380K | – | 237 |
|
|
2021
Q4 | $380K | Buy |
14,281
+1,194
| +9% | +$31.8K | ﹤0.01% | 200 |
|
|
2021
Q3 | $355K | Buy |
13,087
+2,489
| +23% | +$67.5K | ﹤0.01% | 198 |
|
|
2021
Q2 | $278K | Buy |
+10,598
| New | +$278K | ﹤0.01% | 201 |
|
|
2019
Q3 | – | Sell |
-5,730
| Closed | -$235K | – | 198 |
|
|
2019
Q2 | $235K | Sell |
5,730
-57
| -1% | -$2.34K | ﹤0.01% | 203 |
|
|
2019
Q1 | $249K | Sell |
5,787
-1,038
| -15% | -$44.7K | ﹤0.01% | 195 |
|
|
2018
Q4 | $251K | Sell |
6,825
-17
| -0.2% | -$625 | ﹤0.01% | 193 |
|
|
2018
Q3 | $301K | Sell |
6,842
-450
| -6% | -$19.8K | 0.01% | 183 |
|
|
2018
Q2 | $313K | Buy |
7,292
+1,066
| +17% | +$45.8K | 0.01% | 181 |
|
|
2018
Q1 | $235K | Sell |
6,226
-338
| -5% | -$12.8K | ﹤0.01% | 194 |
|
|
2017
Q4 | $253K | Buy |
6,564
+568
| +9% | +$21.9K | 0.01% | 188 |
|
|
2017
Q3 | $208K | Buy |
+5,996
| New | +$208K | ﹤0.01% | 193 |
|