Obermeyer Wealth Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,433
| Closed | -$232K | – | 268 |
|
|
2024
Q2 | $232K | Buy |
6,433
+940
| +17% | +$35.2K | 0.01% | 217 |
|
|
2024
Q1 | $207K | Buy |
+5,493
| New | +$197K | 0.01% | 244 |
|
|
2022
Q4 | – | Sell |
-14,174
| Closed | -$405K | – | 229 |
|
|
2022
Q3 | $405K | Buy |
14,174
+1,380
| +11% | +$41.1K | 0.03% | 124 |
|
|
2022
Q2 | $363K | Hold |
12,794
| – | – | 0.03% | 130 |
|
|
2022
Q1 | $376K | Hold |
12,794
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $341K | Sell |
12,794
-314
| -2% | -$8.71K | 0.02% | 156 |
|
|
2021
Q3 | $358K | Buy |
13,108
+314
| +2% | +$7.87K | 0.02% | 145 |
|
|
2021
Q2 | $338K | Sell |
12,794
-9,206
| -42% | -$241K | 0.02% | 158 |
|
|
2021
Q1 | $536K | Sell |
22,000
-1,246
| -5% | -$30K | 0.03% | 119 |
|
|
2020
Q4 | $477K | Hold |
23,246
| – | – | 0.03% | 93 |
|
|
2020
Q3 | $406K | Sell |
23,246
-212
| -0.9% | -$4.59K | 0.03% | 96 |
|
|
2020
Q2 | $547K | Buy |
+23,458
| New | +$563K | 0.05% | 73 |
|
|
2017
Q1 | – | Sell |
-7,949
| Closed | -$255K | – | 131 |
|
|
2016
Q4 | $255K | Sell |
7,949
-145
| -2% | -$4.36K | 0.02% | 116 |
|
|
2016
Q3 | $239K | Hold |
8,094
| – | – | 0.02% | 114 |
|
|
2016
Q2 | $242K | Hold |
8,094
| – | – | 0.02% | 115 |
|
|
2016
Q1 | $206K | Hold |
8,094
| – | – | 0.02% | 116 |
|
|
2015
Q4 | $213K | Sell |
8,094
-217
| -3% | -$6.17K | 0.02% | 114 |
|
|
2015
Q3 | $214K | Buy |
8,311
+1,525
| +22% | +$44.7K | 0.02% | 111 |
|
|
2015
Q2 | $228K | Sell |
6,786
-96
| -1% | -$3.36K | 0.02% | 118 |
|
|
2015
Q1 | $223K | Hold |
6,882
| – | – | 0.02% | 124 |
|
|
2014
Q4 | $218K | Buy |
+6,882
| New | +$231K | 0.02% | 133 |
|
|
2013
Q3 | – | Sell |
-1,825
| Closed | -$62K | – | 83 |
|
|
2013
Q2 | $62K | Buy |
+1,825
| New | +$63.5K | 0.02% | 107 |
|
Other funds holding BP
