Institute for Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $248K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $302K | Buy |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $549K | Sell |
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|
2019
Q3 | $615K | Sell |
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|
2019
Q2 | $730K | Buy |
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|
2019
Q1 | $711K | Buy |
|
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|
2018
Q4 | $586K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $262K | Sell |
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|
2017
Q3 | $519K | Sell |
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|
2017
Q2 | $718K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $10K | Buy |
|