Pacific Capital Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-55
| Closed | -$1.63K | – | 123 |
|
2024
Q4 | $1.63K | Sell |
55
-23
| -29% | -$680 | ﹤0.01% | 356 |
|
2024
Q3 | $2.45K | Buy |
78
+23
| +42% | +$722 | ﹤0.01% | 387 |
|
2024
Q2 | $1.99K | Hold |
55
| – | – | ﹤0.01% | 438 |
|
2024
Q1 | $2.07K | Hold |
55
| – | – | ﹤0.01% | 436 |
|
2023
Q4 | $1.95K | Buy |
+55
| New | +$1.95K | ﹤0.01% | 286 |
|
2020
Q4 | – | Sell |
-50
| Closed | -$1K | – | 83 |
|
2020
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 204 |
|