Insight Wealth Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,643
| Closed | -$224K | – | 108 |
|
|
2025
Q1 | $224K | Buy |
+6,643
| New | +$224K | 0.04% | 100 |
|
|
2024
Q4 | – | Sell |
-6,540
| Closed | -$205K | – | 94 |
|
|
2024
Q3 | $205K | Sell |
6,540
-116
| -2% | -$3.64K | 0.04% | 95 |
|
|
2024
Q2 | $240K | Buy |
6,656
+498
| +8% | +$18K | 0.04% | 79 |
|
|
2024
Q1 | $232K | Buy |
6,158
+45
| +0.7% | +$1.7K | 0.04% | 78 |
|
|
2023
Q4 | $216K | Sell |
6,113
-154
| -2% | -$5.45K | 0.04% | 70 |
|
|
2023
Q3 | $243K | Sell |
6,267
-20
| -0.3% | -$774 | 0.05% | 62 |
|
|
2023
Q2 | $222K | Hold |
6,287
| – | – | 0.05% | 66 |
|
|
2023
Q1 | $239K | Buy |
6,287
+254
| +4% | +$9.64K | 0.05% | 52 |
|
|
2022
Q4 | $211K | Buy |
+6,033
| New | +$211K | 0.16% | 53 |
|
|
2022
Q3 | – | Sell |
-7,284
| Closed | -$207K | – | 57 |
|
|
2022
Q2 | $207K | Buy |
+7,284
| New | +$207K | 0.16% | 55 |
|