Mount Yale Investment 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 | $596K | Sell |
19,918
-633
| -3% | -$18.9K | 0.05% | 305 |
|
|
2025
Q1 | $694K | Sell |
20,551
-813
| -4% | -$27.5K | 0.06% | 261 |
|
|
2024
Q4 | $632K | Buy |
21,364
+2,554
| +14% | +$75.5K | 0.05% | 305 |
|
|
2024
Q3 | $590K | Sell |
18,810
-8,698
| -32% | -$273K | 0.06% | 311 |
|
|
2024
Q2 | $993K | Sell |
27,508
-4,604
| -14% | -$166K | 0.08% | 206 |
|
|
2024
Q1 | $1.21M | Buy |
32,112
+10,558
| +49% | +$398K | 0.09% | 190 |
|
|
2023
Q4 | $763K | Sell |
21,554
-12,621
| -37% | -$447K | 0.07% | 245 |
|
|
2023
Q3 | $1.32M | Sell |
34,175
-8,099
| -19% | -$314K | 0.14% | 149 |
|
|
2023
Q2 | $1.49M | Sell |
42,274
-1,202
| -3% | -$42.4K | 0.16% | 137 |
|
|
2023
Q1 | $1.65M | Buy |
43,476
+27,661
| +175% | +$1.05M | 0.19% | 122 |
|
|
2022
Q4 | $552K | Buy |
15,815
+1,463
| +10% | +$51.1K | 0.06% | 265 |
|
|
2022
Q3 | $410K | Buy |
14,352
+1,335
| +10% | +$38.1K | 0.05% | 296 |
|
|
2022
Q2 | $369K | Buy |
13,017
+6,026
| +86% | +$171K | 0.05% | 320 |
|
|
2022
Q1 | $206K | Buy |
+6,991
| New | +$206K | 0.02% | 448 |
|
|
2021
Q3 | – | Sell |
-9,744
| Closed | -$257K | – | 461 |
|
|
2021
Q2 | $257K | Sell |
9,744
-232
| -2% | -$6.12K | 0.03% | 356 |
|
|
2021
Q1 | $243K | Buy |
+9,976
| New | +$243K | 0.03% | 363 |
|
|
2020
Q1 | – | Sell |
-5,945
| Closed | -$215K | – | 294 |
|
|
2019
Q4 | $215K | Buy |
+5,945
| New | +$215K | 0.04% | 306 |
|
|
2018
Q4 | – | Sell |
-5,931
| Closed | -$244K | – | 370 |
|
|
2018
Q3 | $244K | Buy |
5,931
+166
| +3% | +$6.83K | 0.04% | 286 |
|
|
2018
Q2 | $248K | Buy |
5,765
+5,248
| +1,015% | +$226K | 0.05% | 277 |
|
|
2018
Q1 | $19K | Buy |
+517
| New | +$19K | ﹤0.01% | 773 |
|