FRG Family Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $321K | Hold |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $447K | Hold |
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $552K | Hold |
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|
2023
Q4 | $504K | Hold |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $600K | Hold |
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|
2022
Q2 | $596K | Hold |
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|
2022
Q1 | $618K | Buy |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $208K | Buy |
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