AWM
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Axxcess Wealth Management’s BP BP Stock Holding History

Axxcess 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 		– Sell
-10,392
Closed -$361K – 455
2025
Q4 		$361K Buy
+10,392
New +$365K 0.01% 791
2025
Q2 		– Sell
-6,540
Closed -$221K – 884
2025
Q1 		$221K Sell
6,540
-1,031
-14% -$33.7K 0.01% 783
2024
Q4 		$224K Sell
7,571
-1,684
-18% -$50.6K 0.01% 782
2024
Q3 		$291K Sell
9,255
-375
-4% -$12.7K 0.01% 696
2024
Q2 		$348K Buy
9,630
+899
+10% +$33.7K 0.01% 609
2024
Q1 		$329K Buy
8,731
+218
+3% +$7.82K 0.01% 641
2023
Q4 		$301K Buy
+8,513
New +$312K 0.01% 643
2023
Q3 		– Sell
-5,702
Closed -$201K – 805
2023
Q2 		$201K Buy
5,702
+91
+2% +$3.37K 0.01% 554
2023
Q1 		$213K Buy
+5,611
New +$210K 0.02% 573

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Millennium Management
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