BSW Wealth Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
10,119
-562
| -5% | -$16.8K | 0.04% | 241 |
|
|
2025
Q1 | $361K | Sell |
10,681
-574
| -5% | -$19.4K | 0.05% | 205 |
|
|
2024
Q4 | $333K | Buy |
11,255
+660
| +6% | +$19.5K | 0.05% | 217 |
|
|
2024
Q3 | $333K | Buy |
10,595
+33
| +0.3% | +$1.04K | 0.05% | 206 |
|
|
2024
Q2 | $381K | Sell |
10,562
-129
| -1% | -$4.66K | 0.06% | 169 |
|
|
2024
Q1 | $403K | Buy |
10,691
+4
| +0% | +$151 | 0.07% | 166 |
|
|
2023
Q4 | $378K | Hold |
10,687
| – | – | 0.08% | 158 |
|
|
2023
Q3 | $414K | Sell |
10,687
-99
| -0.9% | -$3.83K | 0.09% | 128 |
|
|
2023
Q2 | $381K | Sell |
10,786
-65
| -0.6% | -$2.29K | 0.08% | 150 |
|
|
2023
Q1 | $412K | Buy |
10,851
+21
| +0.2% | +$797 | 0.08% | 166 |
|
|
2022
Q4 | $378K | Hold |
10,830
| – | – | 0.08% | 177 |
|
|
2022
Q3 | $309K | Buy |
10,830
+65
| +0.6% | +$1.86K | 0.08% | 175 |
|
|
2022
Q2 | $305K | Hold |
10,765
| – | – | 0.07% | 188 |
|
|
2022
Q1 | $317K | Sell |
10,765
-344
| -3% | -$10.1K | 0.08% | 196 |
|
|
2021
Q4 | $296K | Hold |
11,109
| – | – | 0.07% | 199 |
|
|
2021
Q3 | $304K | Hold |
11,109
| – | – | 0.09% | 179 |
|
|
2021
Q2 | $294K | Sell |
11,109
-314
| -3% | -$8.31K | 0.08% | 176 |
|
|
2021
Q1 | $278K | Hold |
11,423
| – | – | 0.08% | 151 |
|
|
2020
Q4 | $234K | Hold |
11,423
| – | – | 0.07% | 149 |
|
|
2020
Q3 | $199K | Hold |
11,423
| – | – | 0.07% | 143 |
|
|
2020
Q2 | $266K | Sell |
11,423
-345
| -3% | -$8.03K | 0.09% | 114 |
|
|
2020
Q1 | $287K | Buy |
+11,768
| New | +$287K | 0.12% | 84 |
|
|
2016
Q4 | – | Sell |
-238
| Closed | -$5.7K | – | 74 |
|
|
2016
Q3 | $5.7K | Sell |
238
-6,727
| -97% | -$161K | 0.2% | 45 |
|
|
2016
Q2 | $208K | Buy |
+6,965
| New | +$208K | 0.11% | 61 |
|
|
2016
Q1 | – | Sell |
-9,599
| Closed | -$252K | – | 64 |
|
|
2015
Q4 | $252K | Sell |
9,599
-3,987
| -29% | -$105K | 0.13% | 54 |
|
|
2015
Q3 | $349K | Buy |
+13,586
| New | +$349K | 0.21% | 41 |
|
|
2014
Q3 | – | Sell |
-5,433
| Closed | -$234K | – | 54 |
|
|
2014
Q2 | $234K | Buy |
5,433
+64
| +1% | +$2.76K | 0.18% | 46 |
|
|
2014
Q1 | $211K | Buy |
5,369
+2
| +0% | +$79 | 0.17% | 48 |
|
|
2013
Q4 | $213K | Buy |
+5,367
| New | +$213K | 0.17% | 47 |
|