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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $450K | Hold |
9,568
| – | – | 0.09% | 111 |
|
|
2025
Q4 | $332K | Hold |
9,568
| – | – | 0.07% | 125 |
|
|
2025
Q3 | $330K | Hold |
9,568
| – | – | 0.07% | 125 |
|
|
2025
Q2 | $286K | Buy |
9,568
+51
| +0.5% | +$1.5K | 0.07% | 139 |
|
|
2025
Q1 | $322K | Sell |
9,517
-300
| -3% | -$9.79K | 0.08% | 126 |
|
|
2024
Q4 | $290K | Hold |
9,817
| – | – | 0.07% | 131 |
|
|
2024
Q3 | $308K | Sell |
9,817
-1,000
| -9% | -$33.8K | 0.08% | 121 |
|
|
2024
Q2 | $390K | Hold |
10,817
| – | – | 0.11% | 104 |
|
|
2024
Q1 | $408K | Sell |
10,817
-250
| -2% | -$8.96K | 0.12% | 106 |
|
|
2023
Q4 | $392K | Sell |
11,067
-659
| -6% | -$24.1K | 0.12% | 107 |
|
|
2023
Q3 | $454K | Hold |
11,726
| – | – | 0.15% | 92 |
|
|
2023
Q2 | $414K | Sell |
11,726
-681
| -5% | -$25.2K | 0.14% | 97 |
|
|
2023
Q1 | $471K | Buy |
12,407
+606
| +5% | +$22.6K | 0.17% | 82 |
|
|
2022
Q4 | $412K | Hold |
11,801
| – | – | 0.16% | 88 |
|
|
2022
Q3 | $337K | Sell |
11,801
-400
| -3% | -$11.9K | 0.15% | 85 |
|
|
2022
Q2 | $346K | Hold |
12,201
| – | – | 0.14% | 90 |
|
|
2022
Q1 | $359K | Buy |
12,201
+150
| +1% | +$4.57K | 0.12% | 97 |
|
|
2021
Q4 | $321K | Sell |
12,051
-5
| -0% | -$139 | 0.11% | 103 |
|
|
2021
Q3 | $329K | Sell |
12,056
-70
| -0.6% | -$1.75K | 0.12% | 99 |
|
|
2021
Q2 | $320K | Hold |
12,126
| – | – | 0.12% | 101 |
|
|
2021
Q1 | $295K | Hold |
12,126
| – | – | 0.12% | 96 |
|
|
2020
Q4 | $249K | Sell |
12,126
-2,000
| -14% | -$37.7K | 0.12% | 95 |
|
|
2020
Q3 | $247K | Buy |
14,126
+1,575
| +13% | +$34.1K | 0.15% | 84 |
|
|
2020
Q2 | $282K | Buy |
12,551
+100
| +0.8% | +$2.4K | 0.19% | 70 |
|
|
2020
Q1 | $304K | Buy |
+12,451
| New | +$403K | 0.26% | 58 |
|
Other funds holding BP
