Schwarz Dygos Wheeler Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $454K | Hold |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $412K | Hold |
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|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $329K | Sell |
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|
2021
Q2 | $320K | Hold |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | $304K | Buy |
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