Nicolet Advisory Services’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
14,487
+99
| +0.7% | +$3.14K | 0.04% | 228 |
|
|
2025
Q1 | $377K | Sell |
14,388
-442
| -3% | -$11.6K | 0.04% | 235 |
|
|
2024
Q4 | $464K | Sell |
14,830
-985
| -6% | -$30.8K | 0.04% | 213 |
|
|
2024
Q3 | $513K | Buy |
15,815
+24
| +0.2% | +$779 | 0.05% | 196 |
|
|
2024
Q2 | $551K | Buy |
15,791
+16
| +0.1% | +$558 | 0.05% | 177 |
|
|
2024
Q1 | $620K | Sell |
15,775
-91
| -0.6% | -$3.58K | 0.06% | 146 |
|
|
2023
Q4 | $572K | Sell |
15,866
-599
| -4% | -$21.6K | 0.06% | 147 |
|
|
2023
Q3 | $598K | Buy |
16,465
+796
| +5% | +$28.9K | 0.07% | 140 |
|
|
2023
Q2 | $545K | Buy |
15,669
+42
| +0.3% | +$1.46K | 0.06% | 146 |
|
|
2023
Q1 | $617K | Buy |
15,627
+7,435
| +91% | +$294K | 0.07% | 130 |
|
|
2022
Q4 | $287K | Buy |
8,192
+1,248
| +18% | +$43.7K | 0.04% | 184 |
|
|
2022
Q3 | $211K | Buy |
+6,944
| New | +$211K | 0.03% | 174 |
|
|
2020
Q4 | – | Sell |
-10,204
| Closed | -$178K | – | 176 |
|
|
2020
Q3 | $178K | Sell |
10,204
-2
| -0% | -$35 | 0.03% | 159 |
|
|
2020
Q2 | $238K | Sell |
10,206
-3,496
| -26% | -$81.5K | 0.04% | 174 |
|
|
2020
Q1 | $334K | Sell |
13,702
-1,541
| -10% | -$37.6K | 0.06% | 131 |
|
|
2019
Q4 | $575K | Sell |
15,243
-58
| -0.4% | -$2.19K | 0.09% | 88 |
|
|
2019
Q3 | $581K | Buy |
15,301
+1,352
| +10% | +$51.3K | 0.09% | 85 |
|
|
2019
Q2 | $572K | Sell |
13,949
-165
| -1% | -$6.77K | 0.09% | 80 |
|
|
2019
Q1 | $607K | Buy |
+14,114
| New | +$607K | 0.1% | 72 |
|