WA
WealthTrust Axiom’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
12,120
+1,000
| +9% | +$29.9K | 0.11% | 165 |
|
|
2025
Q1 | $376K | Buy |
11,120
+1,300
| +13% | +$43.9K | 0.11% | 162 |
|
|
2024
Q4 | $290K | Sell |
9,820
-735
| -7% | -$21.7K | 0.09% | 187 |
|
|
2024
Q3 | $331K | Buy |
10,555
+2,019
| +24% | +$63.4K | 0.1% | 179 |
|
|
2024
Q2 | $308K | Buy |
8,536
+8
| +0.1% | +$289 | 0.1% | 174 |
|
|
2024
Q1 | $321K | Sell |
8,528
-750
| -8% | -$28.3K | 0.1% | 173 |
|
|
2023
Q4 | $328K | Buy |
9,278
+1,070
| +13% | +$37.9K | 0.11% | 168 |
|
|
2023
Q3 | $318K | Buy |
8,208
+7
| +0.1% | +$271 | 0.11% | 162 |
|
|
2023
Q2 | $289K | Buy |
8,201
+15
| +0.2% | +$529 | 0.1% | 186 |
|
|
2023
Q1 | $311K | Hold |
8,186
| – | – | 0.11% | 174 |
|
|
2022
Q4 | $286K | Buy |
8,186
+206
| +3% | +$7.2K | 0.1% | 172 |
|
|
2022
Q3 | $227K | Buy |
7,980
+149
| +2% | +$4.24K | 0.09% | 192 |
|
|
2022
Q2 | $222K | Buy |
7,831
+7
| +0.1% | +$198 | 0.08% | 202 |
|
|
2022
Q1 | $230K | Sell |
7,824
-393
| -5% | -$11.6K | 0.07% | 207 |
|
|
2021
Q4 | $218K | Buy |
8,217
+8
| +0.1% | +$212 | 0.07% | 215 |
|
|
2021
Q3 | $224K | Buy |
+8,209
| New | +$224K | 0.08% | 204 |
|
|
2020
Q2 | – | Sell |
-11,526
| Closed | -$281K | – | 208 |
|
|
2020
Q1 | $281K | Sell |
11,526
-626
| -5% | -$15.3K | 0.14% | 127 |
|
|
2019
Q4 | $458K | Buy |
12,152
+451
| +4% | +$17K | 0.15% | 111 |
|
|
2019
Q3 | $444K | Sell |
11,701
-1,016
| -8% | -$38.6K | 0.16% | 116 |
|
|
2019
Q2 | $530K | Buy |
12,717
+11
| +0.1% | +$458 | 0.18% | 109 |
|
|
2019
Q1 | $555K | Buy |
12,706
+11
| +0.1% | +$480 | 0.2% | 106 |
|
|
2018
Q4 | $481K | Buy |
12,695
+5,758
| +83% | +$218K | 0.2% | 107 |
|
|
2018
Q3 | $319K | Sell |
6,937
-424
| -6% | -$19.5K | 0.11% | 154 |
|
|
2018
Q2 | $336K | Sell |
7,361
-4,009
| -35% | -$183K | 0.12% | 145 |
|
|
2018
Q1 | $460K | Buy |
11,370
+7
| +0.1% | +$283 | 0.17% | 120 |
|
|
2017
Q4 | $477K | Sell |
11,363
-144
| -1% | -$6.05K | 0.18% | 112 |
|
|
2017
Q3 | $442K | Buy |
11,507
+9
| +0.1% | +$346 | 0.17% | 116 |
|
|
2017
Q2 | $398K | Sell |
11,498
-142
| -1% | -$4.92K | 0.15% | 128 |
|
|
2017
Q1 | $401K | Sell |
11,640
-192
| -2% | -$6.61K | 0.15% | 133 |
|
|
2016
Q4 | $442K | Sell |
11,832
-694
| -6% | -$25.9K | 0.16% | 124 |
|
|
2016
Q3 | $440K | Buy |
12,526
+8
| +0.1% | +$281 | 0.16% | 119 |
|
|
2016
Q2 | $444K | Buy |
12,518
+177
| +1% | +$6.28K | 0.17% | 113 |
|
|
2016
Q1 | $372K | Sell |
12,341
-91
| -0.7% | -$2.74K | 0.15% | 125 |
|
|
2015
Q4 | $388K | Sell |
12,432
-594
| -5% | -$18.5K | 0.15% | 118 |
|
|
2015
Q3 | $398K | Sell |
13,026
-325
| -2% | -$9.93K | 0.17% | 108 |
|
|
2015
Q2 | $533K | Sell |
13,351
-195
| -1% | -$7.79K | 0.2% | 99 |
|
|
2015
Q1 | $529K | Sell |
13,546
-334
| -2% | -$13K | 0.19% | 103 |
|
|
2014
Q4 | $529K | Sell |
13,880
-141
| -1% | -$5.37K | 0.19% | 104 |
|
|
2014
Q3 | $616K | Buy |
14,021
+54
| +0.4% | +$2.37K | 0.22% | 94 |
|
|
2014
Q2 | $736K | Sell |
13,967
-1,000
| -7% | -$52.7K | 0.25% | 85 |
|
|
2014
Q1 | $719K | Buy |
14,967
+3,054
| +26% | +$147K | 0.26% | 79 |
|
|
2013
Q4 | $579K | Buy |
11,913
+6,045
| +103% | +$294K | 0.22% | 88 |
|
|
2013
Q3 | $246K | Hold |
5,868
| – | – | 0.1% | 137 |
|
|
2013
Q2 | $244K | Buy |
+5,868
| New | +$244K | 0.1% | 137 |
|