CWP
Cyndeo Wealth Partners’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Sell |
26,697
-135
| -0.5% | -$4.04K | 0.05% | 253 |
|
|
2025
Q1 | $907K | Sell |
26,832
-1,260
| -4% | -$42.6K | 0.06% | 228 |
|
|
2024
Q4 | $830K | Sell |
28,092
-13,433
| -32% | -$397K | 0.06% | 235 |
|
|
2024
Q3 | $1.3M | Sell |
41,525
-124,449
| -75% | -$3.91M | 0.09% | 190 |
|
|
2024
Q2 | $5.99M | Buy |
165,974
+125,597
| +311% | +$4.53M | 0.47% | 61 |
|
|
2024
Q1 | $1.52M | Buy |
40,377
+1,885
| +5% | +$71K | 0.13% | 172 |
|
|
2023
Q4 | $1.36M | Sell |
38,492
-64
| -0.2% | -$2.27K | 0.13% | 167 |
|
|
2023
Q3 | $1.49M | Buy |
38,556
+48
| +0.1% | +$1.86K | 0.16% | 148 |
|
|
2023
Q2 | $1.36M | Buy |
38,508
+10,532
| +38% | +$372K | 0.14% | 151 |
|
|
2023
Q1 | $1.06M | Buy |
27,976
+2,248
| +9% | +$85.3K | 0.11% | 170 |
|
|
2022
Q4 | $899K | Buy |
+25,728
| New | +$899K | 0.11% | 177 |
|