Carson Wealth (CWM LLC)’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
78,568
-3,547
| -4% | -$106K | 0.01% | 895 |
|
|
2025
Q1 | $2.78M | Sell |
82,115
-585
| -0.7% | -$19.8K | 0.01% | 722 |
|
|
2024
Q4 | $2.45M | Buy |
82,700
+21,585
| +35% | +$638K | 0.01% | 708 |
|
|
2024
Q3 | $1.92M | Buy |
61,115
+2,926
| +5% | +$91.8K | 0.01% | 721 |
|
|
2024
Q2 | $2.1M | Buy |
58,189
+467
| +0.8% | +$16.9K | 0.01% | 634 |
|
|
2024
Q1 | $2.18M | Buy |
57,722
+3,772
| +7% | +$142K | 0.01% | 598 |
|
|
2023
Q4 | $1.91M | Buy |
53,950
+3,212
| +6% | +$114K | 0.01% | 585 |
|
|
2023
Q3 | $1.97M | Sell |
50,738
-2,433
| -5% | -$94.2K | 0.01% | 549 |
|
|
2023
Q2 | $1.88M | Buy |
53,171
+5,953
| +13% | +$210K | 0.01% | 529 |
|
|
2023
Q1 | $1.79M | Buy |
47,218
+5,797
| +14% | +$220K | 0.01% | 496 |
|
|
2022
Q4 | $1.45M | Sell |
41,421
-633
| -2% | -$22.1K | 0.01% | 506 |
|
|
2022
Q3 | $1.2M | Buy |
42,054
+165
| +0.4% | +$4.71K | 0.01% | 510 |
|
|
2022
Q2 | $1.19M | Buy |
41,889
+200
| +0.5% | +$5.67K | 0.01% | 524 |
|
|
2022
Q1 | $1.23M | Sell |
41,689
-3,702
| -8% | -$109K | 0.01% | 510 |
|
|
2021
Q4 | $1.21M | Buy |
+45,391
| New | +$1.21M | 0.01% | 537 |
|
|
2021
Q2 | $980K | Hold |
37,102
| – | – | 0.01% | 566 |
|
|
2021
Q1 | $980K | Hold |
37,102
| – | – | 0.01% | 566 |
|
|
2020
Q4 | $980K | Hold |
37,102
| – | – | 0.01% | 566 |
|
|
2020
Q3 | $980K | Hold |
37,102
| – | – | 0.01% | 566 |
|
|
2020
Q2 | $980K | Hold |
37,102
| – | – | 0.01% | 566 |
|
|
2020
Q1 | $980K | Hold |
37,102
| – | – | 0.01% | 566 |
|
|
2019
Q4 | $980K | Hold |
37,102
| – | – | 0.01% | 566 |
|
|
2019
Q3 | $980K | Sell |
37,102
-626
| -2% | -$16.5K | 0.01% | 566 |
|
|
2019
Q2 | $980K | Hold |
37,728
| – | – | 0.01% | 566 |
|
|
2019
Q1 | $980K | Buy |
37,728
+20,900
| +124% | +$543K | 0.01% | 566 |
|
|
2018
Q4 | $618K | Buy |
16,828
+1,167
| +7% | +$42.9K | 0.02% | 421 |
|
|
2018
Q3 | $689K | Buy |
15,661
+7,270
| +87% | +$320K | 0.02% | 345 |
|
|
2018
Q2 | $361K | Buy |
8,391
+2,035
| +32% | +$87.6K | 0.01% | 360 |
|
|
2018
Q1 | $239K | Buy |
6,356
+273
| +4% | +$10.3K | 0.01% | 344 |
|
|
2017
Q4 | $234K | Sell |
6,083
-245
| -4% | -$9.43K | 0.01% | 327 |
|
|
2017
Q3 | $219K | Buy |
6,328
+260
| +4% | +$9K | 0.01% | 316 |
|
|
2017
Q2 | $186K | Buy |
6,068
+3,067
| +102% | +$94K | 0.01% | 310 |
|
|
2017
Q1 | $90K | Sell |
3,001
-458
| -13% | -$13.7K | 0.01% | 374 |
|
|
2016
Q4 | $111K | Buy |
3,459
+589
| +21% | +$18.9K | 0.01% | 334 |
|
|
2016
Q3 | $85K | Buy |
2,870
+101
| +4% | +$2.99K | 0.01% | 353 |
|
|
2016
Q2 | $83K | Buy |
2,769
+1,194
| +76% | +$35.8K | 0.01% | 325 |
|
|
2016
Q1 | $40K | Sell |
1,575
-45,787
| -97% | -$1.16M | ﹤0.01% | 364 |
|
|
2015
Q4 | $1.25M | Sell |
47,362
-1,753
| -4% | -$46.1K | 0.12% | 139 |
|
|
2015
Q3 | $1.26M | Buy |
49,115
+9,158
| +23% | +$235K | 0.13% | 132 |
|
|
2015
Q2 | $1.34M | Sell |
39,957
-80,126
| -67% | -$2.69M | 0.13% | 127 |
|
|
2015
Q1 | $3.9M | Sell |
120,083
-43,043
| -26% | -$1.4M | 0.39% | 97 |
|
|
2014
Q4 | $5.16M | Buy |
163,126
+155,689
| +2,093% | +$4.92M | 0.63% | 46 |
|
|
2014
Q3 | $267K | Buy |
+7,437
| New | +$267K | 0.04% | 166 |
|
|
2014
Q1 | – | Sell |
-3,358
| Closed | -$133K | – | 183 |
|
|
2013
Q4 | $133K | Buy |
+3,358
| New | +$133K | 0.02% | 174 |
|