McDonald Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,890
| Closed | -$233K | – | 250 |
|
2025
Q1 | $233K | Buy |
6,890
+4
| +0.1% | +$135 | 0.06% | 225 |
|
2024
Q4 | $204K | Sell |
6,886
-3,025
| -31% | -$89.4K | 0.05% | 230 |
|
2024
Q3 | $311K | Sell |
9,911
-5,175
| -34% | -$162K | 0.08% | 199 |
|
2024
Q2 | $545K | Sell |
15,086
-4,000
| -21% | -$144K | 0.15% | 152 |
|
2024
Q1 | $719K | Buy |
19,086
+9,450
| +98% | +$356K | 0.2% | 127 |
|
2023
Q4 | $341K | Buy |
9,636
+2,060
| +27% | +$72.9K | 0.1% | 189 |
|
2023
Q3 | $293K | Hold |
7,576
| – | – | 0.1% | 190 |
|
2023
Q2 | $267K | Sell |
7,576
-6,000
| -44% | -$212K | 0.08% | 207 |
|
2023
Q1 | $515K | Sell |
13,576
-1,500
| -10% | -$56.9K | 0.17% | 147 |
|
2022
Q4 | $527K | Buy |
+15,076
| New | +$527K | 0.18% | 139 |
|
2022
Q3 | – | Sell |
-11,179
| Closed | -$317K | – | 223 |
|
2022
Q2 | $317K | Sell |
11,179
-3,000
| -21% | -$85.1K | 0.08% | 230 |
|
2022
Q1 | $417K | Buy |
+14,179
| New | +$417K | 0.09% | 220 |
|