Buckingham Strategic Wealth’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $808K | Sell |
22,390
-553
| -2% | -$20.7K | 0.01% | 374 |
|
|
2024
Q1 | $864K | Buy |
22,943
+4,577
| +25% | +$164K | 0.01% | 360 |
|
|
2023
Q4 | $650K | Sell |
18,366
-2,267
| -11% | -$83K | 0.01% | 396 |
|
|
2023
Q3 | $799K | Buy |
20,633
+3,963
| +24% | +$147K | 0.01% | 325 |
|
|
2023
Q2 | $588K | Buy |
16,670
+3,196
| +24% | +$118K | 0.01% | 386 |
|
|
2023
Q1 | $471K | Hold |
13,474
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $471K | Sell |
13,474
-1,731
| -11% | -$57.6K | 0.01% | 392 |
|
|
2022
Q3 | $434K | Sell |
15,205
-341
| -2% | -$10.1K | 0.01% | 397 |
|
|
2022
Q2 | $441K | Sell |
15,546
-806
| -5% | -$24.7K | 0.01% | 393 |
|
|
2022
Q1 | $481K | Buy |
16,352
+680
| +4% | +$20.7K | 0.01% | 376 |
|
|
2021
Q4 | $417K | Buy |
15,672
+1,236
| +9% | +$34.3K | 0.01% | 403 |
|
|
2021
Q3 | $395K | Buy |
14,436
+3,547
| +33% | +$88.9K | 0.01% | 408 |
|
|
2021
Q2 | $288K | Sell |
10,889
-1,072
| -9% | -$28.1K | 0.01% | 471 |
|
|
2021
Q1 | $291K | Sell |
11,961
-2,283
| -16% | -$55K | 0.01% | 442 |
|
|
2020
Q4 | $292K | Sell |
14,244
-10,116
| -42% | -$191K | 0.02% | 425 |
|
|
2020
Q3 | $425K | Buy |
24,360
+4,145
| +21% | +$89.7K | 0.03% | 287 |
|
|
2020
Q2 | $471K | Sell |
20,215
-7,141
| -26% | -$171K | 0.04% | 226 |
|
|
2020
Q1 | $667K | Buy |
27,356
+4,774
| +21% | +$154K | 0.06% | 220 |
|
|
2019
Q4 | $852K | Sell |
22,582
-208
| -0.9% | -$7.9K | 0.08% | 176 |
|
|
2019
Q3 | $866K | Sell |
22,790
-1,702
| -7% | -$64.9K | 0.09% | 158 |
|
|
2019
Q2 | $1M | Buy |
24,492
+8,296
| +51% | +$348K | 0.11% | 143 |
|
|
2019
Q1 | $696K | Sell |
16,196
-5,572
| -26% | -$228K | 0.09% | 174 |
|
|
2018
Q4 | $800K | Sell |
21,768
-2,452
| -10% | -$97.9K | 0.12% | 139 |
|
|
2018
Q3 | $1.07M | Sell |
24,220
-3,476
| -13% | -$145K | 0.16% | 116 |
|
|
2018
Q2 | $1.19M | Sell |
27,696
-1,013
| -4% | -$42.6K | 0.19% | 105 |
|
|
2018
Q1 | $1.08M | Buy |
28,709
+14,623
| +104% | +$551K | 0.21% | 105 |
|
|
2017
Q4 | $542K | Sell |
14,086
-844
| -6% | -$30.6K | 0.11% | 163 |
|
|
2017
Q3 | $517K | Sell |
14,930
-4,399
| -23% | -$140K | 0.12% | 151 |
|
|
2017
Q2 | $594K | Buy |
19,329
+2,801
| +17% | +$87.1K | 0.14% | 137 |
|
|
2017
Q1 | $498K | Buy |
16,528
+1,091
| +7% | +$33.2K | 0.14% | 136 |
|
|
2016
Q4 | $494K | Buy |
15,437
+1,585
| +11% | +$47.7K | 0.16% | 121 |
|
|
2016
Q3 | $410K | Buy |
13,852
+613
| +5% | +$17.8K | 0.14% | 124 |
|
|
2016
Q2 | $396K | Sell |
13,239
-1,513
| -10% | -$40.8K | 0.13% | 126 |
|
|
2016
Q1 | $375K | Buy |
14,752
+200
| +1% | +$5.05K | 0.12% | 125 |
|
|
2015
Q4 | $383K | Sell |
14,552
-4,497
| -24% | -$128K | 0.13% | 116 |
|
|
2015
Q3 | $490K | Sell |
19,049
-85
| -0.4% | -$2.49K | 0.17% | 99 |
|
|
2015
Q2 | $643K | Buy |
19,134
+8,632
| +82% | +$302K | 0.21% | 91 |
|
|
2015
Q1 | $341K | Sell |
10,502
-1,654
| -14% | -$54.1K | 0.13% | 129 |
|
|
2014
Q4 | $384K | Buy |
12,156
+6,091
| +100% | +$205K | 0.15% | 113 |
|
|
2014
Q3 | $218K | Sell |
6,065
-191
| -3% | -$7.57K | 0.09% | 158 |
|
|
2014
Q2 | $270K | Sell |
6,256
-168
| -3% | -$6.93K | 0.12% | 125 |
|
|
2014
Q1 | $253K | Sell |
6,424
-569
| -8% | -$22.4K | 0.12% | 121 |
|
|
2013
Q4 | $278K | Buy |
6,993
+681
| +11% | +$25.4K | 0.13% | 115 |
|
|
2013
Q3 | $217K | Sell |
6,312
-451
| -7% | -$15.5K | 0.12% | 118 |
|
|
2013
Q2 | $231K | Buy |
+6,763
| New | +$235K | 0.13% | 107 |
|
Other funds holding BP
Buckingham Strategic Wealth's BP Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its BP (BP) stake by 2.4% in Q2 2024, selling an estimated $20.7K and leaving 22,390 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #374.
Buckingham Strategic Wealth first reported a position in BP in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.19M in Q2 2018. 1,174 funds tracked by Wall St. Rank hold BP as of Q2 2024.
- Buckingham Strategic Wealth held 22,390 shares of BP worth $808K as of Q2 2024.
- Buckingham Strategic Wealth sold 553 BP shares in Q2 2024, an estimated $20.7K.
- BP made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #374 holding.
- Buckingham Strategic Wealth first reported a position in BP in Q2 2013 and has held it in 45 quarters since.
- Buckingham Strategic Wealth's BP position peaked at $1.19M in Q2 2018.
- 1,174 funds tracked by Wall St. Rank held BP as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.