Global Wealth Management Investment Advisory’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-115,259
| Closed | -$3.41M | – | 142 |
|
|
2024
Q4 | $3.41M | Buy |
115,259
+17,575
| +18% | +$520K | 0.7% | 48 |
|
|
2024
Q3 | $3.07M | Buy |
97,684
+20,665
| +27% | +$649K | 0.66% | 50 |
|
|
2024
Q2 | $2.78M | Buy |
77,019
+2,684
| +4% | +$96.9K | 0.65% | 53 |
|
|
2024
Q1 | $2.8M | Sell |
74,335
-3,251
| -4% | -$122K | 0.69% | 51 |
|
|
2023
Q4 | $2.75M | Sell |
77,586
-1,684
| -2% | -$59.6K | 0.71% | 50 |
|
|
2023
Q3 | $3.07M | Sell |
79,270
-335
| -0.4% | -$13K | 0.86% | 38 |
|
|
2023
Q2 | $2.81M | Buy |
79,605
+550
| +0.7% | +$19.4K | 0.77% | 46 |
|
|
2023
Q1 | $3M | Sell |
79,055
-11,496
| -13% | -$436K | 0.9% | 43 |
|
|
2022
Q4 | $3.16M | Sell |
90,551
-2,749
| -3% | -$96K | 1.03% | 36 |
|
|
2022
Q3 | $2.66M | Buy |
93,300
+2,735
| +3% | +$78.1K | 0.95% | 38 |
|
|
2022
Q2 | $2.57M | Sell |
90,565
-24,048
| -21% | -$682K | 0.87% | 43 |
|
|
2022
Q1 | $3.37M | Buy |
114,613
+3,363
| +3% | +$98.9K | 1% | 32 |
|
|
2021
Q4 | $2.96M | Buy |
111,250
+2,482
| +2% | +$66.1K | 0.89% | 41 |
|
|
2021
Q3 | $2.97M | Buy |
108,768
+26,467
| +32% | +$723K | 0.94% | 37 |
|
|
2021
Q2 | $2.17M | Buy |
82,301
+2,447
| +3% | +$64.6K | 0.72% | 51 |
|
|
2021
Q1 | $1.94M | Buy |
79,854
+2,188
| +3% | +$53.3K | 0.7% | 49 |
|
|
2020
Q4 | $1.59M | Buy |
77,666
+5,703
| +8% | +$117K | 0.62% | 59 |
|
|
2020
Q3 | $1.26M | Buy |
71,963
+11,413
| +19% | +$199K | 0.54% | 65 |
|
|
2020
Q2 | $1.41M | Sell |
60,550
-2,776
| -4% | -$64.7K | 0.6% | 59 |
|
|
2020
Q1 | $1.55M | Buy |
63,326
+10,275
| +19% | +$251K | 0.78% | 52 |
|
|
2019
Q4 | $2M | Buy |
53,051
+7,609
| +17% | +$287K | 0.85% | 50 |
|
|
2019
Q3 | $1.73M | Buy |
45,442
+2,381
| +6% | +$90.4K | 0.79% | 52 |
|
|
2019
Q2 | $1.77M | Buy |
43,061
+2,102
| +5% | +$86.2K | 0.85% | 42 |
|
|
2019
Q1 | $1.76M | Sell |
40,959
-2,772
| -6% | -$119K | 0.91% | 38 |
|
|
2018
Q4 | $1.61M | Buy |
+43,731
| New | +$1.61M | 0.94% | 39 |
|