PCG Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
6,878
| – | – | 0.11% | 88 |
|
|
2025
Q1 | $232K | Hold |
6,878
| – | – | 0.08% | 120 |
|
|
2024
Q4 | $203K | Sell |
6,878
-388
| -5% | -$11.5K | 0.08% | 122 |
|
|
2024
Q3 | $228K | Buy |
+7,266
| New | +$228K | 0.09% | 112 |
|
|
2023
Q1 | – | Sell |
-10,656
| Closed | -$372K | – | 111 |
|
|
2022
Q4 | $372K | Buy |
+10,656
| New | +$372K | 0.24% | 76 |
|