Dorchester Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,475
| Closed | -$203K | – | 151 |
|
|
2024
Q3 | $203K | Hold |
6,475
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $234K | Sell |
6,475
-2,025
| -24% | -$73.1K | 0.05% | 136 |
|
|
2024
Q1 | $320K | Sell |
8,500
-100
| -1% | -$3.77K | 0.06% | 130 |
|
|
2023
Q4 | $304K | Hold |
8,600
| – | – | 0.06% | 125 |
|
|
2023
Q3 | $333K | Sell |
8,600
-289
| -3% | -$11.2K | 0.07% | 121 |
|
|
2023
Q2 | $314K | Hold |
8,889
| – | – | 0.06% | 115 |
|
|
2023
Q1 | $337K | Sell |
8,889
-2,000
| -18% | -$75.9K | 0.07% | 115 |
|
|
2022
Q4 | $380K | Sell |
10,889
-1,950
| -15% | -$68.1K | 0.09% | 107 |
|
|
2022
Q3 | $367K | Sell |
12,839
-25
| -0.2% | -$715 | 0.08% | 113 |
|
|
2022
Q2 | $365K | Buy |
12,864
+214
| +2% | +$6.07K | 0.07% | 117 |
|
|
2022
Q1 | $465K | Sell |
12,650
-1,250
| -9% | -$45.9K | 0.07% | 110 |
|
|
2021
Q4 | $370K | Sell |
13,900
-2,125
| -13% | -$56.6K | 0.07% | 111 |
|
|
2021
Q3 | $438K | Sell |
16,025
-1,350
| -8% | -$36.9K | 0.11% | 94 |
|
|
2021
Q2 | $459K | Buy |
17,375
+1,425
| +9% | +$37.6K | 0.11% | 98 |
|
|
2021
Q1 | $388K | Sell |
15,950
-50
| -0.3% | -$1.22K | 0.1% | 108 |
|
|
2020
Q4 | $328K | Buy |
+16,000
| New | +$328K | 0.09% | 112 |
|