Liberty Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
7,944
+783
| +11% | +$23.5K | 0.04% | 199 |
|
|
2025
Q1 | $242K | Sell |
7,161
-123
| -2% | -$4.16K | 0.05% | 136 |
|
|
2024
Q4 | $215K | Buy |
7,284
+85
| +1% | +$2.51K | 0.04% | 197 |
|
|
2024
Q3 | $226K | Buy |
7,199
+3
| +0% | +$94 | 0.04% | 193 |
|
|
2024
Q2 | $260K | Buy |
7,196
+2
| +0% | +$72 | 0.05% | 170 |
|
|
2024
Q1 | $271K | Sell |
7,194
-541
| -7% | -$20.4K | 0.05% | 153 |
|
|
2023
Q4 | $274K | Sell |
7,735
-196
| -2% | -$6.94K | 0.06% | 139 |
|
|
2023
Q3 | $307K | Sell |
7,931
-707
| -8% | -$27.4K | 0.08% | 129 |
|
|
2023
Q2 | $305K | Buy |
8,638
+25
| +0.3% | +$882 | 0.08% | 134 |
|
|
2023
Q1 | $327K | Buy |
+8,613
| New | +$327K | 0.07% | 161 |
|
|
2022
Q3 | $203K | Sell |
7,139
-9
| -0.1% | -$256 | 0.05% | 140 |
|
|
2022
Q2 | $202K | Hold |
7,148
| – | – | 0.08% | 137 |
|
|
2022
Q1 | $210K | Buy |
+7,148
| New | +$210K | 0.08% | 139 |
|
|
2021
Q4 | – | Sell |
-7,310
| Closed | -$200K | – | 286 |
|
|
2021
Q3 | $200K | Buy |
7,310
+180
| +3% | +$4.93K | 0.07% | 165 |
|
|
2021
Q2 | $188K | Sell |
7,130
-611
| -8% | -$16.1K | 0.07% | 142 |
|
|
2021
Q1 | $171K | Hold |
7,741
| – | – | 0.08% | 123 |
|
|
2020
Q4 | $171K | Buy |
7,741
+30
| +0.4% | +$663 | 0.08% | 122 |
|
|
2020
Q3 | $135K | Sell |
7,711
-952
| -11% | -$16.7K | 0.08% | 129 |
|
|
2020
Q2 | $202K | Sell |
8,663
-384
| -4% | -$8.95K | 0.14% | 91 |
|
|
2020
Q1 | $221K | Buy |
9,047
+529
| +6% | +$12.9K | 0.19% | 81 |
|
|
2019
Q4 | $321K | Sell |
8,518
-155
| -2% | -$5.84K | 0.25% | 75 |
|
|
2019
Q3 | $330K | Buy |
8,673
+93
| +1% | +$3.54K | 0.31% | 62 |
|
|
2019
Q2 | $352K | Buy |
8,580
+35
| +0.4% | +$1.44K | 0.31% | 71 |
|
|
2019
Q1 | $367K | Buy |
8,545
+93
| +1% | +$3.99K | 0.28% | 52 |
|
|
2018
Q4 | $310K | Buy |
+8,452
| New | +$310K | 0.23% | 60 |
|