Marcum Wealth’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $236K | Sell |
6,974
-28
| -0.4% | -$946 | 0.02% | 335 |
|
|
2024
Q4 | $207K | Sell |
7,002
-4,359
| -38% | -$129K | 0.02% | 356 |
|
|
2024
Q3 | $357K | Sell |
11,361
-1,045
| -8% | -$32.8K | 0.03% | 245 |
|
|
2024
Q2 | $448K | Buy |
12,406
+2,104
| +20% | +$76K | 0.04% | 214 |
|
|
2024
Q1 | $388K | Buy |
10,302
+3,153
| +44% | +$119K | 0.04% | 228 |
|
|
2023
Q4 | $253K | Sell |
7,149
-241
| -3% | -$8.53K | 0.03% | 291 |
|
|
2023
Q3 | $286K | Sell |
7,390
-1,170
| -14% | -$45.3K | 0.03% | 252 |
|
|
2023
Q2 | $302K | Buy |
8,560
+1,380
| +19% | +$48.7K | 0.04% | 246 |
|
|
2023
Q1 | $272K | Sell |
7,180
-713
| -9% | -$27.1K | 0.03% | 261 |
|
|
2022
Q4 | $276K | Sell |
7,893
-702
| -8% | -$24.5K | 0.04% | 258 |
|
|
2022
Q3 | $245K | Sell |
8,595
-181
| -2% | -$5.16K | 0.04% | 266 |
|
|
2022
Q2 | $249K | Buy |
8,776
+1,678
| +24% | +$47.6K | 0.04% | 265 |
|
|
2022
Q1 | $209K | Buy |
+7,098
| New | +$209K | 0.03% | 314 |
|
|
2021
Q4 | – | Sell |
-7,323
| Closed | -$200K | – | 392 |
|
|
2021
Q3 | $200K | Buy |
+7,323
| New | +$200K | 0.03% | 309 |
|