Winch Advisory Services’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
12,991
+133
| +1% | +$3.98K | 0.09% | 75 |
|
|
2025
Q1 | $434K | Buy |
12,858
+86
| +0.7% | +$2.91K | 0.11% | 70 |
|
|
2024
Q4 | $378K | Buy |
12,772
+2,011
| +19% | +$59.4K | 0.1% | 70 |
|
|
2024
Q3 | $338K | Buy |
10,761
+117
| +1% | +$3.67K | 0.09% | 73 |
|
|
2024
Q2 | $384K | Buy |
10,644
+301
| +3% | +$10.9K | 0.11% | 66 |
|
|
2024
Q1 | $390K | Buy |
10,343
+213
| +2% | +$8.03K | 0.12% | 66 |
|
|
2023
Q4 | $359K | Buy |
10,130
+255
| +3% | +$9.03K | 0.12% | 65 |
|
|
2023
Q3 | $382K | Sell |
9,875
-33
| -0.3% | -$1.28K | 0.14% | 57 |
|
|
2023
Q2 | $350K | Sell |
9,908
-17
| -0.2% | -$601 | 0.13% | 64 |
|
|
2023
Q1 | $377K | Sell |
9,925
-275
| -3% | -$10.4K | 0.15% | 61 |
|
|
2022
Q4 | $356K | Buy |
10,200
+445
| +5% | +$15.5K | 0.15% | 63 |
|
|
2022
Q3 | $278K | Buy |
9,755
+203
| +2% | +$5.79K | 0.12% | 63 |
|
|
2022
Q2 | $271K | Buy |
9,552
+272
| +3% | +$7.72K | 0.11% | 66 |
|
|
2022
Q1 | $273K | Sell |
9,280
-82
| -0.9% | -$2.41K | 0.09% | 65 |
|
|
2021
Q4 | $249K | Buy |
9,362
+384
| +4% | +$10.2K | 0.08% | 73 |
|
|
2021
Q3 | $245K | Buy |
8,978
+5,887
| +190% | +$161K | 0.09% | 67 |
|
|
2021
Q2 | $82K | Buy |
3,091
+47
| +2% | +$1.25K | 0.03% | 98 |
|
|
2021
Q1 | $74K | Buy |
3,044
+457
| +18% | +$11.1K | 0.03% | 93 |
|
|
2020
Q4 | $53K | Sell |
2,587
-301
| -10% | -$6.17K | 0.02% | 99 |
|
|
2020
Q3 | $50K | Sell |
2,888
-412
| -12% | -$7.13K | 0.02% | 93 |
|
|
2020
Q2 | $77K | Buy |
3,300
+342
| +12% | +$7.98K | 0.04% | 72 |
|
|
2020
Q1 | $72K | Sell |
2,958
-81,243
| -96% | -$1.98M | 0.04% | 71 |
|
|
2019
Q4 | $3.18M | Sell |
84,201
-524
| -0.6% | -$19.8K | 1.51% | 18 |
|
|
2019
Q3 | $3.22M | Sell |
84,725
-940
| -1% | -$35.7K | 1.68% | 17 |
|
|
2019
Q2 | $3.51M | Buy |
85,665
+1,529
| +2% | +$62.7K | 1.83% | 17 |
|
|
2019
Q1 | $3.62M | Buy |
84,136
+960
| +1% | +$41.3K | 2% | 15 |
|
|
2018
Q4 | $3.06M | Sell |
83,176
-1,751
| -2% | -$64.4K | 1.7% | 18 |
|
|
2018
Q3 | $3.74M | Buy |
84,927
+7,489
| +10% | +$330K | 1.88% | 21 |
|
|
2018
Q2 | $3.33M | Buy |
77,438
+9,994
| +15% | +$430K | 1.79% | 23 |
|
|
2018
Q1 | $2.54M | Buy |
67,444
+3,131
| +5% | +$118K | 1.49% | 23 |
|
|
2017
Q4 | $2.47M | Buy |
64,313
+1,980
| +3% | +$76.2K | 1.49% | 24 |
|
|
2017
Q3 | $2.16M | Buy |
62,333
+24,597
| +65% | +$852K | 1.41% | 24 |
|
|
2017
Q2 | $1.16M | Buy |
37,736
+4,570
| +14% | +$140K | 0.73% | 41 |
|
|
2017
Q1 | $998K | Buy |
+33,166
| New | +$998K | 0.63% | 43 |
|