Keudell/Morrison Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,406
| Closed | -$226K | – | 180 |
|
|
2023
Q2 | $226K | Sell |
6,406
-18
| -0.3% | -$635 | 0.07% | 175 |
|
|
2023
Q1 | $244K | Sell |
6,424
-1,321
| -17% | -$50.1K | 0.07% | 160 |
|
|
2022
Q4 | $271K | Sell |
7,745
-681
| -8% | -$23.8K | 0.09% | 151 |
|
|
2022
Q3 | $241K | Sell |
8,426
-454
| -5% | -$13K | 0.09% | 160 |
|
|
2022
Q2 | $252K | Sell |
8,880
-104
| -1% | -$2.95K | 0.09% | 149 |
|
|
2022
Q1 | $264K | Sell |
8,984
-394
| -4% | -$11.6K | 0.11% | 149 |
|
|
2021
Q4 | $250K | Sell |
9,378
-492
| -5% | -$13.1K | 0.1% | 160 |
|
|
2021
Q3 | $270K | Buy |
9,870
+1,512
| +18% | +$41.4K | 0.12% | 143 |
|
|
2021
Q2 | $221K | Buy |
8,358
+66
| +0.8% | +$1.75K | 0.12% | 158 |
|
|
2021
Q1 | $202K | Buy |
+8,292
| New | +$202K | 0.12% | 161 |
|
|
2020
Q4 | – | Sell |
-21,543
| Closed | -$376K | – | 157 |
|
|
2020
Q3 | $376K | Sell |
21,543
-14,592
| -40% | -$255K | 0.24% | 99 |
|
|
2020
Q2 | $843K | Sell |
36,135
-2,143
| -6% | -$50K | 0.7% | 48 |
|
|
2020
Q1 | $934K | Buy |
38,278
+3,478
| +10% | +$84.9K | 0.91% | 33 |
|
|
2019
Q4 | $1.31M | Sell |
34,800
-804
| -2% | -$30.3K | 0.91% | 31 |
|
|
2019
Q3 | $1.35M | Buy |
35,604
+1,026
| +3% | +$39K | 1.12% | 25 |
|
|
2019
Q2 | $1.28M | Buy |
34,578
+2,814
| +9% | +$104K | 1.12% | 27 |
|
|
2019
Q1 | $1.37M | Buy |
+31,764
| New | +$1.37M | 1.2% | 21 |
|