FRG Family 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 | $279K | Hold |
9,327
| – | – | 0.05% | 139 |
|
|
2025
Q1 | $315K | Sell |
9,327
-800
| -8% | -$27K | 0.06% | 126 |
|
|
2024
Q4 | $299K | Sell |
10,127
-4,100
| -29% | -$121K | 0.05% | 129 |
|
|
2024
Q3 | $447K | Hold |
14,227
| – | – | 0.08% | 109 |
|
|
2024
Q2 | $469K | Hold |
14,227
| – | – | 0.09% | 102 |
|
|
2024
Q1 | $552K | Hold |
14,227
| – | – | 0.11% | 98 |
|
|
2023
Q4 | $504K | Hold |
14,227
| – | – | 0.1% | 100 |
|
|
2023
Q3 | $551K | Sell |
14,227
-125
| -0.9% | -$4.84K | 0.12% | 97 |
|
|
2023
Q2 | $506K | Buy |
14,352
+125
| +0.9% | +$4.41K | 0.11% | 99 |
|
|
2023
Q1 | $540K | Sell |
14,227
-780
| -5% | -$29.6K | 0.12% | 96 |
|
|
2022
Q4 | $524K | Sell |
15,007
-6,000
| -29% | -$210K | 0.12% | 100 |
|
|
2022
Q3 | $600K | Hold |
21,007
| – | – | 0.15% | 92 |
|
|
2022
Q2 | $596K | Hold |
21,007
| – | – | 0.14% | 95 |
|
|
2022
Q1 | $618K | Buy |
21,007
+1,627
| +8% | +$47.9K | 0.12% | 96 |
|
|
2021
Q4 | $516K | Buy |
19,380
+11,780
| +155% | +$314K | 0.1% | 106 |
|
|
2021
Q3 | $208K | Buy |
+7,600
| New | +$208K | 0.04% | 134 |
|