Keebeck Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,179
| Closed | -$257K | – | 282 |
|
|
2024
Q3 | $257K | Buy |
8,179
+22
| +0.3% | +$691 | 0.04% | 221 |
|
|
2024
Q2 | $294K | Sell |
8,157
-2,650
| -25% | -$95.7K | 0.04% | 221 |
|
|
2024
Q1 | $407K | Sell |
10,807
-4,000
| -27% | -$151K | 0.06% | 202 |
|
|
2023
Q4 | $524K | Sell |
14,807
-250
| -2% | -$8.85K | 0.09% | 172 |
|
|
2023
Q3 | $583K | Hold |
15,057
| – | – | 0.1% | 155 |
|
|
2023
Q2 | $531K | Hold |
15,057
| – | – | 0.07% | 175 |
|
|
2023
Q1 | $571K | Buy |
15,057
+57
| +0.4% | +$2.16K | 0.09% | 148 |
|
|
2022
Q4 | $524K | Hold |
15,000
| – | – | 0.09% | 150 |
|
|
2022
Q3 | $428K | Hold |
15,000
| – | – | 0.08% | 167 |
|
|
2022
Q2 | $425K | Buy |
15,000
+580
| +4% | +$16.4K | 0.08% | 168 |
|
|
2022
Q1 | $424K | Hold |
14,420
| – | – | 0.07% | 171 |
|
|
2021
Q4 | $384K | Sell |
14,420
-1,000
| -6% | -$26.6K | 0.07% | 168 |
|
|
2021
Q3 | $421K | Sell |
15,420
-159
| -1% | -$4.34K | 0.08% | 152 |
|
|
2021
Q2 | $412K | Buy |
15,579
+4,189
| +37% | +$111K | 0.06% | 182 |
|
|
2021
Q1 | $277K | Buy |
+11,390
| New | +$277K | 0.04% | 207 |
|
|
2020
Q3 | – | Sell |
-947
| Closed | -$22K | – | 200 |
|
|
2020
Q2 | $22K | Buy |
+947
| New | +$22K | 0.01% | 271 |
|