Moran 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
Q4 | – | Sell |
-9,853
| Closed | -$309K | – | 417 |
|
|
2024
Q3 | $309K | Sell |
9,853
-209,795
| -96% | -$6.59M | 0.01% | 389 |
|
|
2024
Q2 | $7.93M | Buy |
219,648
+1,545
| +0.7% | +$55.8K | 0.26% | 126 |
|
|
2024
Q1 | $8.22M | Sell |
218,103
-860
| -0.4% | -$32.4K | 0.27% | 130 |
|
|
2023
Q4 | $7.75M | Sell |
218,963
-329,060
| -60% | -$11.6M | 0.28% | 123 |
|
|
2023
Q3 | $21.2M | Buy |
548,023
+11,567
| +2% | +$448K | 0.82% | 26 |
|
|
2023
Q2 | $18.9M | Buy |
536,456
+27,710
| +5% | +$978K | 0.71% | 41 |
|
|
2023
Q1 | $19.3M | Buy |
508,746
+40,955
| +9% | +$1.55M | 0.73% | 40 |
|
|
2022
Q4 | $16.3M | Buy |
+467,791
| New | +$16.3M | 0.62% | 46 |
|