Marietta 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
Q1 | – | Sell |
-18,311
| Closed | -$648K | – | 101 |
|
|
2023
Q4 | $648K | Sell |
18,311
-133,522
| -88% | -$4.73M | 0.12% | 89 |
|
|
2023
Q3 | $5.88M | Buy |
151,833
+4,090
| +3% | +$158K | 1.17% | 31 |
|
|
2023
Q2 | $5.21M | Buy |
147,743
+962
| +0.7% | +$33.9K | 0.98% | 48 |
|
|
2023
Q1 | $5.57M | Sell |
146,781
-16,209
| -10% | -$615K | 1.18% | 29 |
|
|
2022
Q4 | $5.69M | Sell |
162,990
-7,542
| -4% | -$263K | 1.29% | 32 |
|
|
2022
Q3 | $4.87M | Sell |
170,532
-2,281
| -1% | -$65.1K | 1.22% | 32 |
|
|
2022
Q2 | $4.9M | Sell |
172,813
-1,170
| -0.7% | -$33.2K | 1.18% | 36 |
|
|
2022
Q1 | $5.12M | Buy |
173,983
+11,613
| +7% | +$341K | 1.07% | 39 |
|
|
2021
Q4 | $4.32M | Buy |
162,370
+9,956
| +7% | +$265K | 0.87% | 46 |
|
|
2021
Q3 | $4.17M | Buy |
152,414
+15,065
| +11% | +$412K | 0.91% | 46 |
|
|
2021
Q2 | $3.63M | Buy |
137,349
+42,658
| +45% | +$1.13M | 0.82% | 52 |
|
|
2021
Q1 | $2.31M | Buy |
+94,691
| New | +$2.31M | 0.57% | 67 |
|