Concord Wealth Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-697
| Closed | -$24.2K | – | 270 |
|
|
2025
Q4 | $24.2K | Buy |
697
+10
| +1% | +$351 | ﹤0.01% | 421 |
|
|
2025
Q3 | $23.7K | Buy |
687
+10
| +1% | +$335 | ﹤0.01% | 439 |
|
|
2025
Q2 | $20.3K | Buy |
677
+11
| +2% | +$323 | ﹤0.01% | 457 |
|
|
2025
Q1 | $22.5K | Sell |
666
-22
| -3% | -$718 | ﹤0.01% | 422 |
|
|
2024
Q4 | $20.3K | Sell |
688
-489
| -42% | -$14.7K | ﹤0.01% | 450 |
|
|
2024
Q3 | $37K | Buy |
1,177
+40
| +4% | +$1.35K | 0.01% | 379 |
|
|
2024
Q2 | $41.1K | Buy |
1,137
+7
| +0.6% | +$262 | 0.01% | 335 |
|
|
2024
Q1 | $42.6K | Buy |
1,130
+7
| +0.6% | +$251 | 0.01% | 376 |
|
|
2023
Q4 | $39.7K | Buy |
1,123
+8
| +0.7% | +$293 | 0.01% | 385 |
|
|
2023
Q3 | $43.2K | Buy |
1,115
+7
| +0.6% | +$260 | 0.01% | 399 |
|
|
2023
Q2 | $39.1K | Buy |
1,108
+6
| +0.5% | +$222 | 0.01% | 397 |
|
|
2023
Q1 | $41.8K | Buy |
1,102
+6
| +0.5% | +$224 | 0.01% | 372 |
|
|
2022
Q4 | $38.3K | Buy |
+1,096
| New | +$36.5K | 0.01% | 417 |
|
|
2022
Q3 | – | Sell |
-1,082
| Closed | -$31K | – | 277 |
|
|
2022
Q2 | $31K | Sell |
1,082
-77
| -7% | -$2.36K | 0.01% | 448 |
|
|
2022
Q1 | $34K | Sell |
1,159
-114
| -9% | -$3.48K | 0.01% | 503 |
|
|
2021
Q4 | $34K | Buy |
1,273
+773
| +155% | +$21.4K | 0.01% | 522 |
|
|
2021
Q3 | $14K | Sell |
500
-121
| -19% | -$3.03K | 0.01% | 423 |
|
|
2021
Q2 | $16K | Hold |
621
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $15K | Buy |
621
+121
| +24% | +$2.91K | 0.01% | 520 |
|
|
2020
Q4 | $10K | Buy |
+500
| New | +$9.42K | 0.01% | 361 |
|
Other funds holding BP
