ProVise Management Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Hold |
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|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $241K | Hold |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $227K | Sell |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $231K | Sell |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $414K | Sell |
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|
2018
Q4 | $412K | Sell |
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|
2018
Q3 | $515K | Sell |
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|
2018
Q2 | $510 | Sell |
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|
2018
Q1 | $466K | Sell |
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|
2017
Q4 | $744K | Sell |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $1.18M | Buy |
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|
2016
Q3 | $763K | Buy |
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|
2016
Q2 | $475K | Sell |
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|
2016
Q1 | $422K | Sell |
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|
2015
Q4 | $441K | Sell |
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|
2015
Q3 | $475K | Sell |
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|
2015
Q2 | $821K | Sell |
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|
2015
Q1 | $863K | Sell |
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|
2014
Q4 | $856K | Sell |
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|
2014
Q3 | $1.08M | Buy |
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|
2014
Q2 | $1.29M | Buy |
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|
2014
Q1 | $1.18M | Hold |
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|
2013
Q4 | $1.19M | Buy |
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|
2013
Q3 | $928K | Buy |
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|
2013
Q2 | $908K | Buy |
|