Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$251K Buy
6,472
+13
+0.2% +$570 0.12% 161
2026
Q1
$305K Sell
6,459
-2,966
-31% -$116K 0.17% 128
2025
Q4
$323K Buy
9,425
+46
+0.5% +$1.61K 0.16% 124
2025
Q3
$323K Sell
9,379
-55
-0.6% -$1.84K 0.19% 114
2025
Q2
$282K Buy
9,434
+50
+0.5% +$1.47K 0.17% 117
2025
Q1
$317K Buy
9,384
+43
+0.5% +$1.4K 0.22% 101
2024
Q4
$276K Buy
9,341
+985
+12% +$29.6K 0.18% 113
2024
Q3
$262K Sell
8,356
-113
-1% -$3.82K 0.18% 122
2024
Q2
$306K Buy
8,469
+22
+0.3% +$824 0.21% 97
2024
Q1
$318K Buy
8,447
+301
+4% +$10.8K 0.22% 102
2023
Q4
$288K Sell
8,146
-33
-0.4% -$1.21K 0.22% 110
2023
Q3
$317K Buy
8,179
+21
+0.3% +$779 0.28% 87
2023
Q2
$288K Buy
8,158
+20
+0.2% +$740 0.25% 92
2023
Q1
$309K Hold
8,138
0.19% 133
2022
Q4
$284K Hold
8,138
0.19% 143
2022
Q3
$232K Sell
8,138
-1
-0% -$30 0.17% 153
2022
Q2
$231K Buy
8,139
+275
+3% +$8.43K 0.16% 155
2022
Q1
$231K Sell
7,864
-96
-1% -$2.93K 0.13% 174
2021
Q4
$212K Sell
7,960
-880
-10% -$24.4K 0.12% 196
2021
Q3
$242K Sell
8,840
-125
-1% -$3.13K 0.14% 166
2021
Q2
$237K Buy
8,965
+1
+0% +$26 0.14% 174
2021
Q1
$218K Sell
8,964
-982
-10% -$23.6K 0.14% 174
2020
Q4
$204K Buy
+9,946
New +$187K 0.15% 168
2020
Q3
Sell
-9,915
Closed -$231K 176
2020
Q2
$231K Buy
9,915
+1
+0% +$24 0.2% 136
2020
Q1
$242K Buy
9,914
+969
+11% +$31.3K 0.24% 110
2019
Q4
$338K Hold
8,945
0.3% 94
2019
Q3
$340K Buy
8,945
+790
+10% +$30.1K 0.32% 89
2019
Q2
$334K Sell
8,155
-129
-2% -$5.41K 0.36% 86
2019
Q1
$356K Sell
8,284
-208
-2% -$8.53K 0.39% 80
2018
Q4
$312K Sell
8,492
-128
-1% -$5.11K 0.4% 78
2018
Q3
$379K Sell
8,620
-124
-1% -$5.18K 0.41% 76
2018
Q2
$376K Sell
8,744
-146
-2% -$6.13K 0.44% 75
2018
Q1
$335K Sell
8,890
-134
-1% -$5.05K 0.41% 80
2017
Q4
$347K Buy
+9,024
New +$327K 0.43% 77

Other funds holding BP