Integrated Wealth Concepts’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
36,329
+3,314
| +10% | +$99.2K | 0.01% | 873 |
|
|
2025
Q1 | $1.12M | Buy |
33,015
+164
| +0.5% | +$5.54K | 0.01% | 783 |
|
|
2024
Q4 | $971K | Sell |
32,851
-2,110
| -6% | -$62.4K | 0.01% | 823 |
|
|
2024
Q3 | $1.1M | Sell |
34,961
-544
| -2% | -$17.1K | 0.01% | 762 |
|
|
2024
Q2 | $1.28M | Buy |
35,505
+145
| +0.4% | +$5.23K | 0.02% | 648 |
|
|
2024
Q1 | $1.33M | Sell |
35,360
-1,023
| -3% | -$38.5K | 0.02% | 651 |
|
|
2023
Q4 | $1.29M | Sell |
36,383
-3,251
| -8% | -$115K | 0.02% | 626 |
|
|
2023
Q3 | $1.53M | Sell |
39,634
-1,922
| -5% | -$74.4K | 0.03% | 538 |
|
|
2023
Q2 | $1.47M | Buy |
41,556
+756
| +2% | +$26.7K | 0.03% | 551 |
|
|
2023
Q1 | $1.55M | Buy |
40,800
+9,319
| +30% | +$354K | 0.03% | 483 |
|
|
2022
Q4 | $1.1M | Sell |
31,481
-2,813
| -8% | -$98.3K | 0.03% | 450 |
|
|
2022
Q3 | $979K | Sell |
34,294
-12,436
| -27% | -$355K | 0.03% | 432 |
|
|
2022
Q2 | $1.33M | Buy |
46,730
+20,614
| +79% | +$584K | 0.04% | 373 |
|
|
2022
Q1 | $768K | Buy |
26,116
+833
| +3% | +$24.5K | 0.02% | 462 |
|
|
2021
Q4 | $673K | Sell |
25,283
-10,812
| -30% | -$288K | 0.02% | 539 |
|
|
2021
Q3 | $986K | Buy |
36,095
+12,992
| +56% | +$355K | 0.03% | 386 |
|
|
2021
Q2 | $610K | Sell |
23,103
-559
| -2% | -$14.8K | 0.02% | 485 |
|
|
2021
Q1 | $576K | Sell |
23,662
-418
| -2% | -$10.2K | 0.02% | 446 |
|
|
2020
Q4 | $494K | Buy |
24,080
+11,387
| +90% | +$234K | 0.02% | 416 |
|
|
2020
Q3 | $222K | Sell |
12,693
-470
| -4% | -$8.22K | 0.01% | 520 |
|
|
2020
Q2 | $307K | Sell |
13,163
-349
| -3% | -$8.14K | 0.02% | 393 |
|
|
2020
Q1 | $330K | Sell |
13,512
-16,377
| -55% | -$400K | 0.03% | 289 |
|
|
2019
Q4 | $1.13M | Buy |
29,889
+9,312
| +45% | +$351K | 0.1% | 139 |
|
|
2019
Q3 | $782K | Buy |
20,577
+5,724
| +39% | +$218K | 0.09% | 150 |
|
|
2019
Q2 | $616K | Buy |
14,853
+1,049
| +8% | +$43.5K | 0.08% | 160 |
|
|
2019
Q1 | $593K | Buy |
13,804
+3,875
| +39% | +$166K | 0.1% | 146 |
|
|
2018
Q4 | $365K | Buy |
9,929
+3,215
| +48% | +$118K | 0.1% | 161 |
|
|
2018
Q3 | $300K | Buy |
6,714
+1,180
| +21% | +$52.7K | 0.09% | 171 |
|
|
2018
Q2 | $235K | Buy |
+5,534
| New | +$235K | 0.08% | 189 |
|