BHWM
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Beaird Harris Wealth Management’s BP BP Stock Holding History

Beaird Harris 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
Q2 		$9.15K Hold
248
– – ﹤0.01% 403
2026
Q1 		$11.6K Hold
248
– – ﹤0.01% 353
2025
Q4 		$8.6K Hold
248
– – ﹤0.01% 408
2025
Q3 		$8.54K Buy
248
+12
+5% +$402 ﹤0.01% 394
2025
Q2 		$7.06K Sell
236
-300
-56% -$8.8K ﹤0.01% 403
2025
Q1 		$18.1K Hold
536
– – ﹤0.01% 319
2024
Q4 		$15.8K Sell
536
-250
-32% -$7.51K ﹤0.01% 321
2024
Q3 		$24.7K Sell
786
-1,240
-61% -$42K ﹤0.01% 278
2024
Q2 		$73.1K Buy
2,026
+250
+14% +$9.37K 0.01% 185
2024
Q1 		$66.9K Sell
1,776
-505
-22% -$18.1K 0.01% 181
2023
Q4 		$80.7K Buy
2,281
+541
+31% +$19.8K 0.01% 156
2023
Q3 		$67.4K Hold
1,740
– – 0.01% 149
2023
Q2 		$61.4K Buy
1,740
+200
+13% +$7.4K 0.01% 162
2023
Q1 		$58.4K Buy
1,540
+300
+24% +$11.2K 0.01% 162
2022
Q4 		$43.3K Hold
1,240
– – 0.01% 187
2022
Q3 		$35K Buy
+1,240
New +$36.9K 0.01% 185
2022
Q2 		– Sell
-1,786
Closed -$53K – 426
2022
Q1 		$53K Buy
1,786
+239
+15% +$7.29K 0.02% 184
2021
Q4 		$41K Buy
+1,547
New +$42.9K 0.02% 258

Other funds holding BP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return