Baldwin Wealth Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,200
| Closed | -$163K | – | 330 |
|
|
2024
Q3 | $163K | Sell |
5,200
-75
| -1% | -$2.35K | 0.01% | 357 |
|
|
2024
Q2 | $190K | Hold |
5,275
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $199K | Hold |
5,275
| – | – | 0.02% | 209 |
|
|
2023
Q4 | $187K | Sell |
5,275
-89
| -2% | -$3.15K | 0.01% | 215 |
|
|
2023
Q3 | $208K | Hold |
5,364
| – | – | 0.02% | 215 |
|
|
2023
Q2 | $189K | Sell |
5,364
-103
| -2% | -$3.64K | 0.02% | 242 |
|
|
2023
Q1 | $207K | Sell |
5,467
-170
| -3% | -$6.45K | 0.02% | 235 |
|
|
2022
Q4 | $197K | Buy |
5,637
+5,587
| +11,174% | +$195K | 0.02% | 231 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 630 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 650 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 613 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 636 |
|
|
2017
Q3 | – | Sell |
-1,110
| Closed | -$34K | – | 483 |
|
|
2017
Q2 | $34K | Sell |
1,110
-18
| -2% | -$551 | 0.01% | 331 |
|
|
2017
Q1 | $34K | Sell |
1,128
-21
| -2% | -$633 | 0.01% | 327 |
|
|
2016
Q4 | $37K | Sell |
1,149
-20
| -2% | -$644 | 0.01% | 312 |
|
|
2016
Q3 | $35K | Hold |
1,169
| – | – | 0.01% | 328 |
|
|
2016
Q2 | $35K | Hold |
1,169
| – | – | 0.01% | 291 |
|
|
2016
Q1 | $30K | Buy |
+1,169
| New | +$30K | 0.01% | 331 |
|