Welch & Forbes’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
10,615
-1,550
| -13% | -$46.4K | ﹤0.01% | 319 |
|
|
2025
Q1 | $411K | Sell |
12,165
-22,754
| -65% | -$769K | 0.01% | 289 |
|
|
2024
Q4 | $1.03M | Sell |
34,919
-2,105
| -6% | -$62.2K | 0.01% | 226 |
|
|
2024
Q3 | $1.16M | Sell |
37,024
-74
| -0.2% | -$2.32K | 0.01% | 220 |
|
|
2024
Q2 | $1.29M | Sell |
37,098
-29,894
| -45% | -$1.04M | 0.02% | 210 |
|
|
2024
Q1 | $2.52M | Sell |
66,992
-1,561
| -2% | -$58.8K | 0.03% | 169 |
|
|
2023
Q4 | $2.43M | Sell |
68,553
-1,100
| -2% | -$38.9K | 0.04% | 171 |
|
|
2023
Q3 | $2.7M | Sell |
69,653
-908
| -1% | -$35.2K | 0.04% | 158 |
|
|
2023
Q2 | $2.49M | Sell |
70,561
-497
| -0.7% | -$17.5K | 0.04% | 166 |
|
|
2023
Q1 | $2.7M | Sell |
71,058
-128
| -0.2% | -$4.86K | 0.05% | 157 |
|
|
2022
Q4 | $2.49M | Buy |
71,186
+12,256
| +21% | +$428K | 0.04% | 162 |
|
|
2022
Q3 | $1.68M | Sell |
58,930
-1,429
| -2% | -$40.8K | 0.03% | 184 |
|
|
2022
Q2 | $1.71M | Sell |
60,359
-700
| -1% | -$19.9K | 0.03% | 185 |
|
|
2022
Q1 | $1.8M | Buy |
61,059
+1,814
| +3% | +$53.3K | 0.03% | 190 |
|
|
2021
Q4 | $1.58M | Sell |
59,245
-8,295
| -12% | -$221K | 0.02% | 199 |
|
|
2021
Q3 | $1.85M | Sell |
67,540
-400
| -0.6% | -$10.9K | 0.03% | 183 |
|
|
2021
Q2 | $1.8M | Sell |
67,940
-3,450
| -5% | -$91.2K | 0.03% | 181 |
|
|
2021
Q1 | $1.74M | Sell |
71,390
-4,500
| -6% | -$110K | 0.03% | 177 |
|
|
2020
Q4 | $1.56M | Sell |
75,890
-5,696
| -7% | -$117K | 0.03% | 178 |
|
|
2020
Q3 | $1.43M | Sell |
81,586
-14,807
| -15% | -$259K | 0.03% | 175 |
|
|
2020
Q2 | $2.25M | Sell |
96,393
-15,390
| -14% | -$359K | 0.05% | 151 |
|
|
2020
Q1 | $2.73M | Sell |
111,783
-11,822
| -10% | -$288K | 0.08% | 139 |
|
|
2019
Q4 | $4.67M | Sell |
123,605
-14,428
| -10% | -$545K | 0.1% | 129 |
|
|
2019
Q3 | $5.24M | Buy |
138,033
+367
| +0.3% | +$13.9K | 0.13% | 122 |
|
|
2019
Q2 | $5.65M | Sell |
137,666
-3,013
| -2% | -$124K | 0.14% | 123 |
|
|
2019
Q1 | $6.05M | Sell |
140,679
-3,524
| -2% | -$152K | 0.15% | 120 |
|
|
2018
Q4 | $5.3M | Sell |
144,203
-1,600
| -1% | -$58.8K | 0.15% | 117 |
|
|
2018
Q3 | $6.42M | Buy |
145,803
+50
| +0% | +$2.2K | 0.15% | 120 |
|
|
2018
Q2 | $6.27M | Sell |
145,753
-1,714
| -1% | -$73.7K | 0.16% | 118 |
|
|
2018
Q1 | $5.55M | Sell |
147,467
-3,913
| -3% | -$147K | 0.14% | 129 |
|
|
2017
Q4 | $5.82M | Sell |
151,380
-2,391
| -2% | -$92K | 0.16% | 122 |
|
|
2017
Q3 | $5.33M | Sell |
153,771
-1,524
| -1% | -$52.8K | 0.14% | 127 |
|
|
2017
Q2 | $4.77M | Sell |
155,295
-13,849
| -8% | -$425K | 0.13% | 129 |
|
|
2017
Q1 | $5.09M | Buy |
169,144
+5,038
| +3% | +$152K | 0.15% | 125 |
|
|
2016
Q4 | $5.26M | Buy |
+164,106
| New | +$5.26M | 0.16% | 122 |
|
|
2016
Q3 | – | Sell |
-178,025
| Closed | -$5.32M | – | 329 |
|
|
2016
Q2 | $5.32M | Buy |
178,025
+17,305
| +11% | +$517K | 0.16% | 120 |
|
|
2016
Q1 | $4.08M | Buy |
160,720
+16,296
| +11% | +$414K | 0.13% | 128 |
|
|
2015
Q4 | $3.8M | Buy |
144,424
+5,253
| +4% | +$138K | 0.12% | 128 |
|
|
2015
Q3 | $3.58M | Buy |
139,171
+15,897
| +13% | +$409K | 0.12% | 133 |
|
|
2015
Q2 | $4.15M | Sell |
123,274
-7,746
| -6% | -$260K | 0.13% | 133 |
|
|
2015
Q1 | $4.25M | Sell |
131,020
-6,586
| -5% | -$214K | 0.13% | 134 |
|
|
2014
Q4 | $4.35M | Buy |
137,606
+13,973
| +11% | +$442K | 0.13% | 134 |
|
|
2014
Q3 | $4.44M | Buy |
123,633
+367
| +0.3% | +$13.2K | 0.14% | 129 |
|
|
2014
Q2 | $5.32M | Hold |
123,266
| – | – | 0.17% | 115 |
|
|
2014
Q1 | $4.85M | Sell |
123,266
-1,134
| -0.9% | -$44.6K | 0.15% | 123 |
|
|
2013
Q4 | $4.95M | Sell |
124,400
-640
| -0.5% | -$25.4K | 0.16% | 121 |
|
|
2013
Q3 | $4.3M | Buy |
125,040
+2,207
| +2% | +$75.9K | 0.14% | 125 |
|
|
2013
Q2 | $4.19M | Buy |
+122,833
| New | +$4.19M | 0.15% | 120 |
|