GeoWealth 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 | $760K | Buy |
25,388
+1,210
| +5% | +$36.2K | 0.03% | 312 |
|
|
2025
Q1 | $817K | Sell |
24,178
-3,797
| -14% | -$128K | 0.03% | 312 |
|
|
2024
Q4 | $827K | Sell |
27,975
-528
| -2% | -$15.6K | 0.03% | 342 |
|
|
2024
Q3 | $895K | Sell |
28,503
-741
| -3% | -$23.3K | 0.03% | 325 |
|
|
2024
Q2 | $1.06M | Buy |
29,244
+3,390
| +13% | +$122K | 0.05% | 260 |
|
|
2024
Q1 | $974K | Buy |
25,854
+3,311
| +15% | +$125K | 0.04% | 300 |
|
|
2023
Q4 | $798K | Buy |
22,543
+16,573
| +278% | +$587K | 0.07% | 246 |
|
|
2023
Q3 | $231K | Hold |
5,970
| – | – | 0.03% | 268 |
|
|
2023
Q2 | $211K | Sell |
5,970
-375
| -6% | -$13.3K | 0.02% | 241 |
|
|
2023
Q1 | $241K | Sell |
6,345
-200
| -3% | -$7.6K | 0.03% | 195 |
|
|
2022
Q4 | $229K | Buy |
+6,545
| New | +$229K | 0.02% | 230 |
|
|
2022
Q3 | – | Sell |
-8,995
| Closed | -$255K | – | 346 |
|
|
2022
Q2 | $255K | Buy |
8,995
+75
| +0.8% | +$2.13K | 0.03% | 222 |
|
|
2022
Q1 | $262K | Buy |
+8,920
| New | +$262K | 0.02% | 270 |
|