AWM
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Aprio Wealth Management’s BP BP Stock Holding History

Aprio Wealth Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$459K Buy
9,764
+295
+3% +$11.6K 0.03% 383
2025
Q4 		$329K Buy
+9,469
New +$332K 0.02% 417
2025
Q2 		– Sell
-14,937
Closed -$505K – 416
2025
Q1 		$505K Buy
14,937
+6,988
+88% +$228K 0.06% 180
2024
Q4 		$235K Buy
+7,949
New +$239K 0.03% 269
2023
Q4 		– Sell
-5,171
Closed -$200K – 204
2023
Q3 		$200K Buy
+5,171
New +$192K 0.06% 165

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