GWA
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Gratus Wealth Advisors’s BP BP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,941
Closed -$201K 134
2025
Q1
$201K Buy
+5,941
New +$201K 0.03% 127
2024
Q3
Sell
-5,941
Closed -$210K 134
2024
Q2
$210K Hold
5,941
0.04% 131
2024
Q1
$225K Buy
+5,941
New +$225K 0.04% 126