Exencial Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
9,871
-382
| -4% | -$11.4K | 0.01% | 432 |
|
|
2025
Q1 | $346K | Sell |
10,253
-52
| -0.5% | -$1.76K | 0.01% | 408 |
|
|
2024
Q4 | $305K | Sell |
10,305
-34
| -0.3% | -$1.01K | 0.01% | 420 |
|
|
2024
Q3 | $325K | Sell |
10,339
-94
| -0.9% | -$2.95K | 0.01% | 418 |
|
|
2024
Q2 | $377K | Buy |
10,433
+139
| +1% | +$5.02K | 0.01% | 395 |
|
|
2024
Q1 | $388K | Sell |
10,294
-391
| -4% | -$14.7K | 0.01% | 398 |
|
|
2023
Q4 | $378K | Buy |
10,685
+2,069
| +24% | +$73.2K | 0.02% | 384 |
|
|
2023
Q3 | $334K | Sell |
8,616
-21
| -0.2% | -$813 | 0.02% | 346 |
|
|
2023
Q2 | $305K | Buy |
8,637
+852
| +11% | +$30.1K | 0.01% | 365 |
|
|
2023
Q1 | $295K | Sell |
7,785
-82
| -1% | -$3.11K | 0.02% | 354 |
|
|
2022
Q4 | $275K | Buy |
7,867
+435
| +6% | +$15.2K | 0.01% | 369 |
|
|
2022
Q3 | $212K | Buy |
7,432
+35
| +0.5% | +$998 | 0.01% | 391 |
|
|
2022
Q2 | $210K | Buy |
7,397
+100
| +1% | +$2.84K | 0.01% | 399 |
|
|
2022
Q1 | $215K | Buy |
+7,297
| New | +$215K | 0.01% | 415 |
|