United Asset Strategies’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 | $243K | Hold |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $216K | Buy |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $251K | Sell |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $175K | Sell |
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|
2020
Q2 | $275K | Hold |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $443K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $206K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $183K | Buy |
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|
2015
Q2 | $231K | Buy |
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|
2015
Q1 | $241K | Buy |
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|
2014
Q4 | $210K | Sell |
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|
2014
Q3 | $276K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $250K | Buy |
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