BerganKDV Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.84K | Buy |
279
+3
| +1% | +$106 | ﹤0.01% | 556 |
|
|
2023
Q1 | $10.5K | Sell |
276
-2,115
| -88% | -$80.3K | ﹤0.01% | 598 |
|
|
2022
Q4 | $83.5K | Sell |
2,391
-333
| -12% | -$11.6K | 0.01% | 328 |
|
|
2022
Q3 | $78K | Sell |
2,724
-10,307
| -79% | -$295K | 0.01% | 318 |
|
|
2022
Q2 | $369K | Buy |
13,031
+10,644
| +446% | +$301K | 0.04% | 200 |
|
|
2022
Q1 | $70K | Buy |
2,387
+2
| +0.1% | +$59 | 0.01% | 357 |
|
|
2021
Q4 | $64K | Sell |
2,385
-92
| -4% | -$2.47K | 0.01% | 390 |
|
|
2021
Q3 | $68K | Sell |
2,477
-100
| -4% | -$2.75K | 0.01% | 364 |
|
|
2021
Q2 | $68K | Hold |
2,577
| – | – | 0.01% | 351 |
|
|
2021
Q1 | $63K | Sell |
2,577
-666
| -21% | -$16.3K | 0.01% | 345 |
|
|
2020
Q4 | $67K | Sell |
3,243
-980
| -23% | -$20.2K | 0.01% | 321 |
|
|
2020
Q3 | $74K | Sell |
4,223
-2,423
| -36% | -$42.5K | 0.01% | 294 |
|
|
2020
Q2 | $155K | Sell |
6,646
-48,734
| -88% | -$1.14M | 0.03% | 236 |
|
|
2020
Q1 | $1.35M | Buy |
55,380
+9,813
| +22% | +$239K | 0.28% | 79 |
|
|
2019
Q4 | $1.72M | Sell |
45,567
-2,673
| -6% | -$101K | 0.31% | 76 |
|
|
2019
Q3 | $1.83M | Buy |
48,240
+106
| +0.2% | +$4.03K | 0.36% | 64 |
|
|
2019
Q2 | $1.97M | Sell |
48,134
-2,682
| -5% | -$110K | 0.39% | 58 |
|
|
2019
Q1 | $2.19M | Buy |
50,816
+7,483
| +17% | +$322K | 0.45% | 44 |
|
|
2018
Q4 | $1.59M | Sell |
43,333
-806
| -2% | -$29.6K | 0.37% | 57 |
|
|
2018
Q3 | $1.94M | Buy |
44,139
+296
| +0.7% | +$13K | 0.42% | 44 |
|
|
2018
Q2 | $1.88M | Sell |
43,843
-3,441
| -7% | -$148K | 0.42% | 41 |
|
|
2018
Q1 | $1.78M | Sell |
47,284
-1,138
| -2% | -$42.9K | 0.49% | 35 |
|
|
2017
Q4 | $1.86M | Sell |
48,422
-710
| -1% | -$27.3K | 0.44% | 33 |
|
|
2017
Q3 | $1.7M | Sell |
49,132
-3,021
| -6% | -$105K | 0.43% | 37 |
|
|
2017
Q2 | $1.6M | Buy |
52,153
+2,204
| +4% | +$67.7K | 0.46% | 42 |
|
|
2017
Q1 | $1.5M | Buy |
49,949
+122
| +0.2% | +$3.67K | 0.45% | 40 |
|
|
2016
Q4 | $1.6M | Sell |
49,827
-1,553
| -3% | -$49.7K | 0.53% | 27 |
|
|
2016
Q3 | $1.52M | Sell |
51,380
-3,318
| -6% | -$98.2K | 0.53% | 33 |
|
|
2016
Q2 | $1.63M | Buy |
54,698
+10,549
| +24% | +$315K | 0.7% | 31 |
|
|
2016
Q1 | $1.12M | Buy |
+44,149
| New | +$1.12M | 0.67% | 43 |
|