Annis Gardner Whiting Capital Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
5,451
+451
| +9% | +$13.5K | 0.06% | 233 |
|
|
2025
Q1 | $169K | Hold |
5,000
| – | – | 0.07% | 201 |
|
|
2024
Q4 | $148K | Hold |
5,000
| – | – | 0.04% | 229 |
|
|
2024
Q3 | $157K | Sell |
5,000
-376
| -7% | -$11.8K | 0.04% | 233 |
|
|
2024
Q2 | $194K | Hold |
5,376
| – | – | 0.06% | 217 |
|
|
2024
Q1 | $203K | Buy |
5,376
+376
| +8% | +$14.2K | 0.07% | 181 |
|
|
2023
Q4 | $177K | Hold |
5,000
| – | – | 0.08% | 165 |
|
|
2023
Q3 | $194K | Buy |
+5,000
| New | +$194K | 0.1% | 138 |
|