Univest Financial’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 | – | Sell |
-7,094
| Closed | -$240K | – | 272 |
|
|
2025
Q1 | $240K | Buy |
+7,094
| New | +$232K | 0.02% | 246 |
|
|
2024
Q3 | – | Sell |
-7,938
| Closed | -$287K | – | 281 |
|
|
2024
Q2 | $287K | Hold |
7,938
| – | – | 0.08% | 109 |
|
|
2024
Q1 | $299K | Sell |
7,938
-500
| -6% | -$17.9K | 0.08% | 92 |
|
|
2023
Q4 | $299K | Buy |
8,438
+500
| +6% | +$18.3K | 0.09% | 94 |
|
|
2023
Q3 | $307K | Hold |
7,938
| – | – | 0.1% | 78 |
|
|
2023
Q2 | $280K | Hold |
7,938
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $301K | Hold |
7,938
| – | – | 0.09% | 77 |
|
|
2022
Q4 | $277K | Hold |
7,938
| – | – | 0.09% | 89 |
|
|
2022
Q3 | $227K | Hold |
7,938
| – | – | 0.07% | 93 |
|
|
2022
Q2 | $225K | Sell |
7,938
-289
| -4% | -$8.86K | 0.07% | 94 |
|
|
2022
Q1 | $242K | Buy |
8,227
+125
| +2% | +$3.81K | 0.07% | 103 |
|
|
2021
Q4 | $216K | Sell |
8,102
-542
| -6% | -$15K | 0.06% | 109 |
|
|
2021
Q3 | $237K | Hold |
8,644
| – | – | 0.07% | 99 |
|
|
2021
Q2 | $229K | Buy |
+8,644
| New | +$227K | 0.06% | 106 |
|
|
2020
Q1 | – | Sell |
-10,342
| Closed | -$387K | – | 112 |
|
|
2019
Q4 | $387K | Buy |
10,342
+2,240
| +28% | +$85.1K | 0.16% | 80 |
|
|
2019
Q3 | $308K | Sell |
8,102
-137
| -2% | -$5.23K | 0.1% | 92 |
|
|
2019
Q2 | $338K | Hold |
8,239
| – | – | 0.11% | 93 |
|
|
2019
Q1 | $354K | Sell |
8,239
-120
| -1% | -$4.92K | 0.12% | 92 |
|
|
2018
Q4 | $307K | Buy |
8,359
+3,710
| +80% | +$148K | 0.11% | 96 |
|
|
2018
Q3 | $205K | Sell |
4,649
-554
| -11% | -$23.2K | 0.06% | 106 |
|
|
2018
Q2 | $224K | Sell |
5,203
-393
| -7% | -$16.5K | 0.09% | 94 |
|
|
2018
Q1 | $211K | Sell |
5,596
-330
| -6% | -$12.4K | 0.09% | 91 |
|
|
2017
Q4 | $228K | Sell |
5,926
-90
| -1% | -$3.26K | 0.09% | 89 |
|
|
2017
Q3 | $208K | Sell |
6,016
-541
| -8% | -$17.2K | 0.09% | 90 |
|
|
2017
Q2 | $201K | Sell |
6,557
-1,936
| -23% | -$60.2K | 0.08% | 91 |
|
|
2017
Q1 | $256K | Sell |
8,493
-3,579
| -30% | -$109K | 0.11% | 87 |
|
|
2016
Q4 | $387K | Buy |
12,072
+4,126
| +52% | +$124K | 0.16% | 80 |
|
|
2016
Q3 | $235K | Sell |
7,946
-226
| -3% | -$6.56K | 0.11% | 85 |
|
|
2016
Q2 | $244K | Sell |
8,172
-292
| -3% | -$7.87K | 0.11% | 86 |
|
|
2016
Q1 | $215K | Buy |
+8,464
| New | +$214K | 0.1% | 90 |
|
Other funds holding BP
