PDS Planning’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
8,970
-1,491
| -14% | -$44.6K | 0.02% | 386 |
|
|
2025
Q1 | $353K | Buy |
10,461
+1,300
| +14% | +$43.9K | 0.03% | 285 |
|
|
2024
Q4 | $271K | Buy |
9,161
+2,145
| +31% | +$63.4K | 0.02% | 320 |
|
|
2024
Q3 | $220K | Sell |
7,016
-1,183
| -14% | -$37.1K | 0.02% | 384 |
|
|
2024
Q2 | $296K | Sell |
8,199
-43
| -0.5% | -$1.55K | 0.03% | 260 |
|
|
2024
Q1 | $311K | Buy |
8,242
+958
| +13% | +$36.1K | 0.03% | 253 |
|
|
2023
Q4 | $258K | Sell |
7,284
-396
| -5% | -$14K | 0.03% | 270 |
|
|
2023
Q3 | $297K | Buy |
7,680
+386
| +5% | +$14.9K | 0.04% | 217 |
|
|
2023
Q2 | $257K | Sell |
7,294
-100
| -1% | -$3.53K | 0.03% | 244 |
|
|
2023
Q1 | $281K | Buy |
+7,394
| New | +$281K | 0.04% | 211 |
|