LWAM
Legacy Wealth Asset Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
14,336
+453
| +3% | +$13.6K | 0.11% | 268 |
|
|
2025
Q1 | $469K | Buy |
13,883
+473
| +4% | +$16K | 0.13% | 248 |
|
|
2024
Q4 | $396K | Sell |
13,410
-455
| -3% | -$13.5K | 0.11% | 272 |
|
|
2024
Q3 | $435K | Buy |
13,865
+425
| +3% | +$13.3K | 0.12% | 264 |
|
|
2024
Q2 | $485K | Buy |
13,440
+846
| +7% | +$30.5K | 0.14% | 231 |
|
|
2024
Q1 | $475K | Buy |
12,594
+434
| +4% | +$16.4K | 0.13% | 239 |
|
|
2023
Q4 | $430K | Buy |
12,160
+256
| +2% | +$9.06K | 0.14% | 247 |
|
|
2023
Q3 | $461K | Buy |
11,904
+286
| +2% | +$11.1K | 0.17% | 216 |
|
|
2023
Q2 | $410K | Buy |
11,618
+120
| +1% | +$4.24K | 0.14% | 248 |
|
|
2023
Q1 | $436K | Sell |
11,498
-4,836
| -30% | -$183K | 0.16% | 228 |
|
|
2022
Q4 | $571K | Sell |
16,334
-526
| -3% | -$18.4K | 0.22% | 157 |
|
|
2022
Q3 | $481K | Buy |
+16,860
| New | +$481K | 0.21% | 169 |
|