Welch Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,484
| Closed | -$253K | – | 149 |
|
|
2020
Q3 | $253K | Buy |
14,484
+1
| +0% | +$22 | 0.02% | 124 |
|
|
2020
Q2 | $338K | Sell |
14,483
-336
| -2% | -$8.06K | 0.03% | 101 |
|
|
2020
Q1 | $361K | Buy |
14,819
+523
| +4% | +$16.9K | 0.04% | 91 |
|
|
2019
Q4 | $540K | Sell |
14,296
-81
| -0.6% | -$3.08K | 0.05% | 74 |
|
|
2019
Q3 | $546K | Sell |
14,377
-160
| -1% | -$6.11K | 0.06% | 71 |
|
|
2019
Q2 | $596K | Hold |
14,537
| – | – | 0.06% | 68 |
|
|
2019
Q1 | $625K | Sell |
14,537
-213
| -1% | -$8.73K | 0.07% | 64 |
|
|
2018
Q4 | $542K | Sell |
14,750
-223
| -1% | -$8.9K | 0.07% | 67 |
|
|
2018
Q3 | $659 | Sell |
14,973
-216
| -1% | -$9.03K | 0.07% | 62 |
|
|
2018
Q2 | $653K | Sell |
15,189
-197
| -1% | -$8.28K | 0.08% | 58 |
|
|
2018
Q1 | $580K | Sell |
15,386
-232
| -1% | -$8.74K | 0.07% | 60 |
|
|
2017
Q4 | $601K | Sell |
15,618
-234
| -1% | -$8.48K | 0.09% | 57 |
|
|
2017
Q3 | $549K | Sell |
15,852
-273
| -2% | -$8.67K | 0.09% | 56 |
|
|
2017
Q2 | $495K | Buy |
16,125
+11,198
| +227% | +$348K | 0.08% | 72 |
|
|
2017
Q1 | $148K | Sell |
4,927
-88
| -2% | -$2.67K | 0.03% | 100 |
|
|
2016
Q4 | $161K | Sell |
5,015
-91
| -2% | -$2.74K | 0.03% | 99 |
|
|
2016
Q3 | $151K | Hold |
5,106
| – | – | 0.03% | 101 |
|
|
2016
Q2 | $153K | Sell |
5,106
-267
| -5% | -$7.19K | 0.03% | 90 |
|
|
2016
Q1 | $136K | Hold |
5,373
| – | – | 0.02% | 128 |
|
|
2015
Q4 | $141K | Sell |
5,373
-832
| -13% | -$23.7K | 0.03% | 129 |
|
|
2015
Q3 | $160K | Buy |
6,205
+832
| +15% | +$24.4K | 0.03% | 118 |
|
|
2015
Q2 | $181K | Sell |
5,373
-76
| -1% | -$2.66K | 0.03% | 114 |
|
|
2015
Q1 | $177 | Sell |
5,449
-301
| -5% | -$9.85K | 0.03% | 116 |
|
|
2014
Q4 | $182K | Sell |
5,750
-216
| -4% | -$7.26K | 0.04% | 111 |
|
|
2014
Q3 | $214K | Buy |
5,966
+1
| +0% | +$40 | 0.04% | 92 |
|
|
2014
Q2 | $257K | Buy |
5,965
+3
| +0.1% | +$124 | 0.05% | 88 |
|
|
2014
Q1 | $235K | Buy |
5,962
+1
| +0% | +$39 | 0.05% | 82 |
|
|
2013
Q4 | $237K | Buy |
5,961
+307
| +5% | +$11.4K | 0.05% | 86 |
|
|
2013
Q3 | $194K | Buy |
5,654
+1
| +0% | +$34 | 0.05% | 91 |
|
|
2013
Q2 | $193K | Buy |
+5,653
| New | +$197K | 0.05% | 88 |
|
Other funds holding BP
