Axxcess Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,540
| Closed | -$221K | – | 883 |
|
|
2025
Q1 | $221K | Sell |
6,540
-1,031
| -14% | -$34.8K | 0.01% | 782 |
|
|
2024
Q4 | $224K | Sell |
7,571
-1,684
| -18% | -$49.8K | 0.01% | 781 |
|
|
2024
Q3 | $291K | Sell |
9,255
-375
| -4% | -$11.8K | 0.01% | 695 |
|
|
2024
Q2 | $348K | Buy |
9,630
+899
| +10% | +$32.5K | 0.01% | 608 |
|
|
2024
Q1 | $329K | Buy |
8,731
+218
| +3% | +$8.21K | 0.01% | 639 |
|
|
2023
Q4 | $301K | Buy |
+8,513
| New | +$301K | 0.01% | 641 |
|
|
2023
Q3 | – | Sell |
-5,702
| Closed | -$201K | – | 805 |
|
|
2023
Q2 | $201K | Buy |
5,702
+91
| +2% | +$3.21K | 0.01% | 553 |
|
|
2023
Q1 | $213K | Buy |
+5,611
| New | +$213K | 0.02% | 570 |
|