Modera 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 | $271K | Buy |
9,049
+415
| +5% | +$12.4K | ﹤0.01% | 554 |
|
|
2025
Q1 | $292K | Buy |
8,634
+310
| +4% | +$10.5K | ﹤0.01% | 517 |
|
|
2024
Q4 | $246K | Sell |
8,324
-230
| -3% | -$6.8K | ﹤0.01% | 551 |
|
|
2024
Q3 | $269K | Buy |
8,554
+610
| +8% | +$19.1K | ﹤0.01% | 507 |
|
|
2024
Q2 | $287K | Sell |
7,944
-225
| -3% | -$8.12K | ﹤0.01% | 487 |
|
|
2024
Q1 | $308K | Buy |
8,169
+169
| +2% | +$6.37K | ﹤0.01% | 476 |
|
|
2023
Q4 | $283K | Buy |
8,000
+536
| +7% | +$19K | ﹤0.01% | 476 |
|
|
2023
Q3 | $289K | Buy |
7,464
+188
| +3% | +$7.28K | 0.01% | 462 |
|
|
2023
Q2 | $257K | Buy |
7,276
+201
| +3% | +$7.09K | ﹤0.01% | 486 |
|
|
2023
Q1 | $268K | Buy |
7,075
+565
| +9% | +$21.4K | 0.01% | 301 |
|
|
2022
Q4 | $227K | Buy |
+6,510
| New | +$227K | 0.01% | 315 |
|
|
2022
Q3 | – | Sell |
-7,160
| Closed | -$203K | – | 318 |
|
|
2022
Q2 | $203K | Sell |
7,160
-1
| -0% | -$28 | 0.01% | 320 |
|
|
2022
Q1 | $211K | Buy |
+7,161
| New | +$211K | 0.01% | 338 |
|