Caldwell Trust’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
8,251
-1
|
|
||||
|
2025
Q1 | $279K | Hold |
8,252
|
|
||||
|
2024
Q4 | $244K | Hold |
8,252
|
|
||||
|
2024
Q3 | $259K | Buy |
8,252
+1
|
|
||||
|
2024
Q2 | $298K | Buy |
8,251
+937
|
|
||||
|
2024
Q1 | $276K | Buy |
7,314
+274
|
|
||||
|
2023
Q4 | $249K | Hold |
7,040
|
|
||||
|
2023
Q3 | $273K | Sell |
7,040
-400
|
|
||||
|
2023
Q2 | $263K | Sell |
7,440
-250
|
|
||||
|
2023
Q1 | $292K | Hold |
7,690
|
|
||||
|
2022
Q4 | $269K | Buy |
7,690
+850
|
|
||||
|
2022
Q3 | $195K | Sell |
6,840
-836
|
|
||||
|
2022
Q2 | $218K | Buy |
7,676
+5,034
|
|
||||
|
2022
Q1 | $77.7K | Hold |
2,642
|
|
||||
|
2021
Q4 | $70.4K | Hold |
2,642
|
|
||||
|
2021
Q3 | $72.2K | Sell |
2,642
-200
|
|
||||
|
2021
Q2 | $75.1K | Hold |
2,842
|
|
||||
|
2021
Q1 | $69.2K | Hold |
2,842
|
|
||||
|
2020
Q4 | $58.3K | Sell |
2,842
-400
|
|
||||
|
2020
Q3 | $56.6K | Sell |
3,242
-200
|
|
||||
|
2020
Q2 | $80.3K | Sell |
3,442
-2,945
|
|
||||
|
2020
Q1 | $156K | Sell |
6,387
-1,911
|
|
||||
|
2019
Q4 | $313K | Buy |
+8,298
|
|