Meristem Family Wealth’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $210K | Sell |
7,126
-4,767
| -40% | -$140K | 0.02% | 320 |
|
|
2021
Q4 | $317K | Buy |
11,893
+15
| +0.1% | +$400 | 0.03% | 291 |
|
|
2021
Q3 | $325K | Buy |
+11,878
| New | +$325K | 0.03% | 298 |
|
|
2019
Q3 | – | Sell |
-9,887
| Closed | -$405K | – | 203 |
|
|
2019
Q2 | $405K | Buy |
9,887
+4,807
| +95% | +$197K | 0.12% | 100 |
|
|
2019
Q1 | $218K | Buy |
+5,080
| New | +$218K | 0.07% | 135 |
|
|
2018
Q1 | – | Sell |
-5,838
| Closed | -$225K | – | 132 |
|
|
2017
Q4 | $225K | Sell |
5,838
-86
| -1% | -$3.31K | 0.08% | 109 |
|
|
2017
Q3 | $205K | Buy |
+5,924
| New | +$205K | 0.08% | 109 |
|
|
2016
Q4 | – | Sell |
-13,242
| Closed | -$392K | – | 111 |
|
|
2016
Q3 | $392K | Buy |
+13,242
| New | +$392K | 0.16% | 74 |
|
|
2015
Q3 | – | Sell |
-7,548
| Closed | -$254K | – | 63 |
|
|
2015
Q2 | $254K | Sell |
7,548
-106
| -1% | -$3.57K | 0.11% | 90 |
|
|
2015
Q1 | $248K | Sell |
7,654
-253
| -3% | -$8.2K | 0.1% | 96 |
|
|
2014
Q4 | $250K | Buy |
7,907
+192
| +2% | +$6.07K | 0.09% | 96 |
|
|
2014
Q3 | $277K | Sell |
7,715
-367
| -5% | -$13.2K | 0.12% | 85 |
|
|
2014
Q2 | $349K | Buy |
8,082
+267
| +3% | +$11.5K | 0.15% | 73 |
|
|
2014
Q1 | $307K | Sell |
7,815
-514
| -6% | -$20.2K | 0.13% | 80 |
|
|
2013
Q4 | $331K | Buy |
8,329
+580
| +7% | +$23.1K | 0.14% | 82 |
|
|
2013
Q3 | $266K | Hold |
7,749
| – | – | 0.12% | 88 |
|
|
2013
Q2 | $265K | Buy |
+7,749
| New | +$265K | 0.12% | 85 |
|