Wealthcare Advisory Partners’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 | – | Sell |
-7,654
| Closed | -$229K | – | 1023 |
|
|
2025
Q2 | $229K | Buy |
7,654
+12
| +0.2% | +$352 | 0.01% | 891 |
|
|
2025
Q1 | $258K | Buy |
7,642
+123
| +2% | +$4.01K | 0.01% | 795 |
|
|
2024
Q4 | $222K | Sell |
7,519
-328
| -4% | -$9.86K | 0.01% | 819 |
|
|
2024
Q3 | $246K | Sell |
7,847
-796
| -9% | -$26.9K | 0.01% | 773 |
|
|
2024
Q2 | $312K | Buy |
8,643
+477
| +6% | +$17.9K | 0.01% | 663 |
|
|
2024
Q1 | $308K | Buy |
+8,166
| New | +$293K | 0.01% | 663 |
|
|
2023
Q2 | – | Sell |
-5,346
| Closed | -$203K | – | 723 |
|
|
2023
Q1 | $203K | Sell |
5,346
-1,021
| -16% | -$38.1K | 0.01% | 687 |
|
|
2022
Q4 | $222K | Buy |
+6,367
| New | +$212K | 0.01% | 623 |
|
|
2022
Q3 | – | Sell |
-7,191
| Closed | -$204K | – | 601 |
|
|
2022
Q2 | $204K | Sell |
7,191
-3,700
| -34% | -$113K | 0.01% | 528 |
|
|
2022
Q1 | $320K | Sell |
10,891
-1,572
| -13% | -$47.9K | 0.02% | 397 |
|
|
2021
Q4 | $332K | Sell |
12,463
-3,220
| -21% | -$89.3K | 0.02% | 419 |
|
|
2021
Q3 | $429K | Sell |
15,683
-3,072
| -16% | -$77K | 0.03% | 348 |
|
|
2021
Q2 | $496K | Sell |
18,755
-895
| -5% | -$23.5K | 0.03% | 321 |
|
|
2021
Q1 | $478K | Buy |
19,650
+6,346
| +48% | +$153K | 0.03% | 297 |
|
|
2020
Q4 | $273K | Buy |
+13,304
| New | +$251K | 0.02% | 340 |
|
|
2020
Q2 | – | Sell |
-4,627
| Closed | -$113K | – | 436 |
|
|
2020
Q1 | $113K | Sell |
4,627
-3,891
| -46% | -$126K | 0.02% | 352 |
|
|
2019
Q4 | $321K | Buy |
8,518
+730
| +9% | +$27.7K | 0.04% | 230 |
|
|
2019
Q3 | $296K | Buy |
7,788
+956
| +14% | +$36.5K | 0.04% | 212 |
|
|
2019
Q2 | $280K | Sell |
6,832
-200
| -3% | -$8.39K | 0.04% | 212 |
|
|
2019
Q1 | $302K | Buy |
7,032
+620
| +10% | +$25.4K | 0.05% | 183 |
|
|
2018
Q4 | $236K | Buy |
6,412
+374
| +6% | +$14.9K | 0.05% | 190 |
|
|
2018
Q3 | $266K | Sell |
6,038
-129
| -2% | -$5.39K | 0.05% | 182 |
|
|
2018
Q2 | $265K | Buy |
6,167
+1,762
| +40% | +$74K | 0.05% | 183 |
|
|
2018
Q1 | $166K | Buy |
4,405
+515
| +13% | +$19.4K | 0.04% | 214 |
|
|
2017
Q4 | $150K | Sell |
3,890
-34
| -0.9% | -$1.23K | 0.04% | 208 |
|
|
2017
Q3 | $136K | Buy |
+3,924
| New | +$125K | 0.04% | 181 |
|
Other funds holding BP
