Balboa Wealth Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
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|
2025
Q1 | $622K | Sell |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $643K | Sell |
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|
2024
Q2 | $750K | Sell |
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|
2024
Q1 | $800K | Sell |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $888K | Sell |
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|
2023
Q2 | $856K | Sell |
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|
2023
Q1 | $969K | Sell |
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|
2022
Q4 | $991K | Sell |
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|
2022
Q3 | $817K | Buy |
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