Congress Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
59,427
+20,644
| +53% | +$618K | 0.02% | 577 |
|
|
2025
Q1 | $1.31M | Buy |
38,783
+9,935
| +34% | +$336K | 0.02% | 567 |
|
|
2024
Q4 | $853K | Sell |
28,848
-6,359
| -18% | -$188K | 0.01% | 544 |
|
|
2024
Q3 | $1.11M | Buy |
35,207
+20,727
| +143% | +$651K | 0.01% | 503 |
|
|
2024
Q2 | $523K | Buy |
+14,480
| New | +$523K | 0.01% | 530 |
|
|
2024
Q1 | – | Sell |
-6,920
| Closed | -$245K | – | 585 |
|
|
2023
Q4 | $245K | Buy |
+6,920
| New | +$245K | ﹤0.01% | 562 |
|