Geneos Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
14,948
-18,104
| -55% | -$542K | 0.01% | 745 |
|
|
2025
Q1 | $1.12M | Buy |
33,052
+21,772
| +193% | +$736K | 0.02% | 633 |
|
|
2024
Q4 | $333K | Sell |
11,280
-1,950
| -15% | -$57.6K | 0.01% | 679 |
|
|
2024
Q3 | $415K | Buy |
13,230
+3,920
| +42% | +$123K | 0.02% | 602 |
|
|
2024
Q2 | $336K | Buy |
9,310
+655
| +8% | +$23.6K | 0.01% | 585 |
|
|
2024
Q1 | $326K | Sell |
8,655
-6,132
| -41% | -$231K | 0.01% | 582 |
|
|
2023
Q4 | $523K | Sell |
14,787
-2,758
| -16% | -$97.6K | 0.03% | 474 |
|
|
2023
Q3 | $679K | Sell |
17,545
-125
| -0.7% | -$4.84K | 0.04% | 399 |
|
|
2023
Q2 | $624K | Buy |
17,670
+3,076
| +21% | +$109K | 0.03% | 419 |
|
|
2023
Q1 | $554K | Sell |
14,594
-3,085
| -17% | -$117K | 0.03% | 424 |
|
|
2022
Q4 | $618K | Sell |
17,679
-1,784
| -9% | -$62.3K | 0.04% | 373 |
|
|
2022
Q3 | $555K | Sell |
19,463
-21,221
| -52% | -$605K | 0.04% | 377 |
|
|
2022
Q2 | $1.15M | Sell |
40,684
-207
| -0.5% | -$5.85K | 0.06% | 288 |
|
|
2022
Q1 | $1.2M | Sell |
40,891
-722
| -2% | -$21.2K | 0.05% | 309 |
|
|
2021
Q4 | $1.11M | Sell |
41,613
-2,336
| -5% | -$62.2K | 0.04% | 371 |
|
|
2021
Q3 | $1.21M | Sell |
43,949
-521
| -1% | -$14.4K | 0.05% | 329 |
|
|
2021
Q2 | $1.2M | Sell |
44,470
-7,088
| -14% | -$191K | 0.05% | 318 |
|
|
2021
Q1 | $1.3M | Sell |
51,558
-93
| -0.2% | -$2.34K | 0.04% | 356 |
|
|
2020
Q4 | $1.14M | Buy |
51,651
+3,826
| +8% | +$84.4K | 0.05% | 315 |
|
|
2020
Q3 | $854K | Sell |
47,825
-973
| -2% | -$17.4K | 0.04% | 318 |
|
|
2020
Q2 | $1.11M | Buy |
48,798
+3,196
| +7% | +$72.7K | 0.06% | 269 |
|
|
2020
Q1 | $1.08M | Buy |
45,602
+906
| +2% | +$21.4K | 0.07% | 243 |
|
|
2019
Q4 | $1.69M | Sell |
44,696
-2,603
| -6% | -$98.5K | 0.09% | 224 |
|
|
2019
Q3 | $1.81M | Sell |
47,299
-1,118
| -2% | -$42.8K | 0.11% | 190 |
|
|
2019
Q2 | $1.99M | Sell |
48,417
-3,167
| -6% | -$130K | 0.12% | 174 |
|
|
2019
Q1 | $2.22M | Sell |
51,584
-26
| -0.1% | -$1.12K | 0.15% | 171 |
|
|
2018
Q4 | $1.91M | Buy |
51,610
+2,075
| +4% | +$76.7K | 0.14% | 171 |
|
|
2018
Q3 | $2.18M | Buy |
49,535
+3,525
| +8% | +$155K | 0.15% | 166 |
|
|
2018
Q2 | $1.98M | Sell |
46,010
-2,199
| -5% | -$94.5K | 0.15% | 146 |
|
|
2018
Q1 | $1.82M | Sell |
48,209
-1,780
| -4% | -$67.1K | 0.16% | 136 |
|
|
2017
Q4 | $1.92M | Sell |
49,989
-9,724
| -16% | -$374K | 0.17% | 137 |
|
|
2017
Q3 | $2.07M | Sell |
59,713
-3,302
| -5% | -$114K | 0.21% | 122 |
|
|
2017
Q2 | $1.94M | Buy |
63,015
+10,661
| +20% | +$327K | 0.2% | 116 |
|
|
2017
Q1 | $1.58M | Buy |
52,354
+3,709
| +8% | +$112K | 0.16% | 132 |
|
|
2016
Q4 | $1.56M | Buy |
48,645
+2,823
| +6% | +$90.4K | 0.21% | 114 |
|
|
2016
Q3 | $1.36M | Sell |
45,822
-865
| -2% | -$25.6K | 0.18% | 130 |
|
|
2016
Q2 | $1.41M | Sell |
46,687
-2,894
| -6% | -$87.7K | 0.21% | 116 |
|
|
2016
Q1 | $1.23M | Buy |
+49,581
| New | +$1.23M | 0.19% | 124 |
|