Number of Shares
274,735.00
Current Holdings Value*
$9.28 Mil
% of Portfolio
2.26%
Total Estimate Gain
$237,969.57
% of Total Estimate Gain
2.75%

Altrius Capital Management Inc's BP PLC Holding Summary

As of 2025-03-31, Altrius Capital Management Inc held 274,735.00 shares of BP PLC(BP), totaling $9.28 Mil. This investment constitutes 2.26% of their stock portfolio, and Altrius Capital Management Inc now holds 0.01% of the outstanding BP PLC(BP) stock.

The initial trade took place in 2022Q2. And since then Altrius Capital Management Inc has made 10 purchases of BP, at an average price of $31.37, for a total of 275,476.00 shares. In addition, there have been 1 sales at an average price of $33.28 for 741.00 shares. Based on historical transaction data and BP's current price of $32.23, Altrius Capital Management Inc's estimated gain on his BP holdings is $237,969.57, reflecting a 2.75% gain to date.

Altrius Capital Management Inc BP ($32.23) Holding Chart

Altrius Capital Management Inc BP ($32.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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