United Asset Strategies’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
7,051
-244
| -3% | -$7.3K | 0.02% | 235 |
|
|
2025
Q1 | $246K | Hold |
7,295
| – | – | 0.02% | 223 |
|
|
2024
Q4 | $216K | Buy |
7,295
+27
| +0.4% | +$798 | 0.02% | 225 |
|
|
2024
Q3 | $228K | Buy |
7,268
+218
| +3% | +$6.84K | 0.02% | 225 |
|
|
2024
Q2 | $255K | Sell |
7,050
-100
| -1% | -$3.61K | 0.03% | 203 |
|
|
2024
Q1 | $269K | Hold |
7,150
| – | – | 0.03% | 208 |
|
|
2023
Q4 | $253K | Hold |
7,150
| – | – | 0.03% | 211 |
|
|
2023
Q3 | $277K | Hold |
7,150
| – | – | 0.04% | 204 |
|
|
2023
Q2 | $252K | Hold |
7,150
| – | – | 0.03% | 207 |
|
|
2023
Q1 | $271K | Hold |
7,150
| – | – | 0.04% | 203 |
|
|
2022
Q4 | $250K | Hold |
7,150
| – | – | 0.03% | 205 |
|
|
2022
Q3 | $204K | Sell |
7,150
-634
| -8% | -$18.1K | 0.03% | 195 |
|
|
2022
Q2 | $221K | Buy |
7,784
+634
| +9% | +$18K | 0.03% | 190 |
|
|
2022
Q1 | $210K | Buy |
+7,150
| New | +$210K | 0.03% | 195 |
|
|
2021
Q4 | – | Sell |
-9,400
| Closed | -$257K | – | 213 |
|
|
2021
Q3 | $257K | Sell |
9,400
-114
| -1% | -$3.12K | 0.03% | 182 |
|
|
2021
Q2 | $251K | Sell |
9,514
-200
| -2% | -$5.28K | 0.03% | 186 |
|
|
2021
Q1 | $237K | Buy |
+9,714
| New | +$237K | 0.03% | 187 |
|
|
2020
Q4 | – | Sell |
-10,047
| Closed | -$175K | – | 199 |
|
|
2020
Q3 | $175K | Sell |
10,047
-1,749
| -15% | -$30.5K | 0.03% | 180 |
|
|
2020
Q2 | $275K | Hold |
11,796
| – | – | 0.05% | 158 |
|
|
2020
Q1 | $288K | Buy |
11,796
+50
| +0.4% | +$1.22K | 0.07% | 151 |
|
|
2019
Q4 | $443K | Buy |
+11,746
| New | +$443K | 0.09% | 155 |
|
|
2016
Q4 | – | Sell |
-6,969
| Closed | -$206K | – | 150 |
|
|
2016
Q3 | $206K | Buy |
+6,969
| New | +$206K | 0.07% | 131 |
|
|
2015
Q4 | – | Sell |
-7,125
| Closed | -$183K | – | 138 |
|
|
2015
Q3 | $183K | Buy |
7,125
+251
| +4% | +$6.45K | 0.08% | 122 |
|
|
2015
Q2 | $231K | Buy |
6,874
+144
| +2% | +$4.84K | 0.1% | 115 |
|
|
2015
Q1 | $241K | Buy |
6,730
+77
| +1% | +$2.76K | 0.11% | 106 |
|
|
2014
Q4 | $210K | Sell |
6,653
-1,036
| -13% | -$32.7K | 0.09% | 119 |
|
|
2014
Q3 | $276K | Buy |
+7,689
| New | +$276K | 0.12% | 107 |
|
|
2013
Q3 | – | Sell |
-7,335
| Closed | -$250K | – | 89 |
|
|
2013
Q2 | $250K | Buy |
+7,335
| New | +$250K | 0.17% | 85 |
|