FWA
FSM Wealth Advisors’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,350
| Closed | -$248K | – | 288 |
|
|
2025
Q1 | $248K | Buy |
7,350
+716
| +11% | +$24.2K | 0.06% | 177 |
|
|
2024
Q4 | $211K | Buy |
+6,634
| New | +$211K | 0.05% | 185 |
|
|
2024
Q3 | – | Sell |
-6,134
| Closed | -$221K | – | 190 |
|
|
2024
Q2 | $221K | Buy |
+6,134
| New | +$221K | 0.07% | 146 |
|