Briaud Financial Planning’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Hold |
1,475
| – | – | 0.02% | 108 |
|
|
2025
Q1 | $49K | Hold |
1,475
| – | – | 0.02% | 87 |
|
|
2024
Q4 | $43K | Buy |
1,475
+435
| +42% | +$12.7K | 0.02% | 84 |
|
|
2024
Q3 | $32K | Hold |
1,040
| – | – | 0.02% | 80 |
|
|
2024
Q2 | $37K | Hold |
1,040
| – | – | 0.02% | 68 |
|
|
2024
Q1 | $40K | Buy |
+1,040
| New | +$40K | 0.02% | 65 |
|
|
2023
Q4 | – | Sell |
-1,040
| Closed | -$40K | – | 35 |
|
|
2023
Q3 | $40K | Buy |
+1,040
| New | +$40K | 0.03% | 60 |
|