Mount Yale Investment 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
Q2 | $596K | Sell |
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|
2025
Q1 | $694K | Sell |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $993K | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $763K | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $410K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $248K | Buy |
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|
2018
Q1 | $19K | Buy |
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