Holistic Planning’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
7,385
+4
| +0.1% | +$120 | 0.06% | 205 |
|
|
2025
Q1 | $249K | Buy |
7,381
+3
| +0% | +$101 | 0.08% | 157 |
|
|
2024
Q4 | $218K | Buy |
+7,378
| New | +$218K | 0.08% | 163 |
|
|
2024
Q3 | – | Sell |
-5,561
| Closed | -$210K | – | 157 |
|
|
2024
Q2 | $210K | Hold |
5,561
| – | – | 0.16% | 110 |
|
|
2024
Q1 | $210K | Sell |
5,561
-273
| -5% | -$10.3K | 0.16% | 111 |
|
|
2023
Q4 | $207K | Buy |
+5,834
| New | +$207K | 0.17% | 115 |
|