CWS
Confluence Wealth Services’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
8,076
-1,887
| -19% | -$56.5K | 0.01% | 331 |
|
|
2025
Q1 | $285K | Buy |
9,963
+551
| +6% | +$15.8K | 0.02% | 293 |
|
|
2024
Q4 | $296K | Sell |
9,412
-387
| -4% | -$12.2K | 0.02% | 279 |
|
|
2024
Q3 | $308K | Sell |
9,799
-131
| -1% | -$4.11K | 0.02% | 278 |
|
|
2024
Q2 | $358K | Sell |
9,930
-538
| -5% | -$19.4K | 0.03% | 270 |
|
|
2024
Q1 | $394K | Buy |
10,468
+210
| +2% | +$7.91K | 0.03% | 241 |
|
|
2023
Q4 | $363K | Sell |
10,258
-704
| -6% | -$24.9K | 0.04% | 215 |
|
|
2023
Q3 | $424K | Buy |
10,962
+577
| +6% | +$22.3K | 0.08% | 174 |
|
|
2023
Q2 | $366K | Buy |
10,385
+8
| +0.1% | +$282 | 0.08% | 197 |
|
|
2023
Q1 | $394K | Sell |
10,377
-756
| -7% | -$28.7K | 0.09% | 163 |
|
|
2022
Q4 | $389K | Buy |
11,133
+998
| +10% | +$34.9K | 0.1% | 167 |
|
|
2022
Q3 | $289K | Sell |
10,135
-696
| -6% | -$19.8K | 0.12% | 180 |
|
|
2022
Q2 | $340K | Sell |
10,831
-975
| -8% | -$30.6K | 0.15% | 185 |
|
|
2022
Q1 | $347K | Buy |
+11,806
| New | +$347K | 0.13% | 173 |
|