Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-375
Closed -$11.2K 324
2025
Q2
$11.2K Sell
375
-54
-13% -$1.58K ﹤0.01% 622
2025
Q1
$14.5K Buy
429
+224
+109% +$7.31K ﹤0.01% 450
2024
Q4
$6.06K Buy
+205
New +$6.16K ﹤0.01% 342
2024
Q3
Sell
-19
Closed -$686 344
2024
Q2
$686 Buy
+19
New +$712 ﹤0.01% 299
2024
Q1
Sell
-406
Closed -$14.4K 451
2023
Q4
$14.4K Buy
406
+404
+20,200% +$14.8K ﹤0.01% 252
2023
Q3
$77 Hold
2
﹤0.01% 568
2023
Q2
$71 Hold
2
﹤0.01% 808
2023
Q1
$76 Hold
2
﹤0.01% 836
2022
Q4
$70 Buy
+2
New +$67 ﹤0.01% 782
2016
Q4
Sell
-165
Closed -$5K 340
2016
Q3
$5K Buy
165
+161
+4,025% +$4.67K ﹤0.01% 302
2016
Q2
$0 Buy
+4
New +$108 ﹤0.01% 349
2016
Q1
Sell
-1,266
Closed -$33K 395
2015
Q4
$33K Hold
1,266
0.01% 172
2015
Q3
$33K Sell
1,266
-297
-19% -$8.71K 0.01% 168
2015
Q2
$53K Buy
1,563
+56
+4% +$1.96K 0.02% 148
2015
Q1
$49K Hold
1,507
0.02% 147
2014
Q4
$48K Sell
1,507
-21
-1% -$706 0.02% 154
2014
Q3
$55K Buy
1,528
+305
+25% +$12.1K 0.02% 157
2014
Q2
$53K Hold
1,223
0.02% 151
2014
Q1
$48K Hold
1,223
0.02% 142
2013
Q4
$49K Hold
1,223
0.02% 121
2013
Q3
$42K Hold
1,223
0.02% 116
2013
Q2
$42K Buy
+1,223
New +$42.6K 0.02% 121

Other funds holding BP