Waverly Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
23,949
+160
| +0.7% | +$4.79K | 0.01% | 701 |
|
|
2025
Q1 | $804K | Buy |
23,789
+4,293
| +22% | +$145K | 0.01% | 655 |
|
|
2024
Q4 | $576K | Buy |
19,496
+6,872
| +54% | +$203K | 0.01% | 646 |
|
|
2024
Q3 | $396K | Sell |
12,624
-1,507
| -11% | -$47.3K | 0.01% | 622 |
|
|
2024
Q2 | $510K | Sell |
14,131
-1,318
| -9% | -$47.6K | 0.01% | 577 |
|
|
2024
Q1 | $582K | Buy |
+15,449
| New | +$582K | 0.01% | 450 |
|
|
2018
Q4 | – | Sell |
-4,954
| Closed | -$218K | – | 129 |
|
|
2018
Q3 | $218K | Sell |
4,954
-69
| -1% | -$3.04K | 0.03% | 170 |
|
|
2018
Q2 | $216K | Buy |
+5,023
| New | +$216K | 0.03% | 171 |
|
|
2018
Q1 | – | Sell |
-496
| Closed | -$19K | – | 202 |
|
|
2017
Q4 | $19K | Buy |
+496
| New | +$19K | ﹤0.01% | 292 |
|
|
2015
Q1 | – | Sell |
-8
| Closed | – | – | 346 |
|
|
2014
Q4 | $0 | Sell |
8
-611
| -99% | – | ﹤0.01% | 455 |
|
|
2014
Q3 | $22K | Buy |
619
+324
| +110% | +$11.5K | 0.01% | 322 |
|
|
2014
Q2 | $13K | Buy |
+295
| New | +$13K | 0.01% | 398 |
|
|
2014
Q1 | – | Sell |
-2,009
| Closed | -$80K | – | 701 |
|
|
2013
Q4 | $80K | Hold |
2,009
| – | – | 0.03% | 266 |
|
|
2013
Q3 | $69K | Buy |
+2,009
| New | +$69K | 0.04% | 196 |
|