PDS Planning’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Sell |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $271K | Buy |
|
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|
2024
Q3 | $220K | Sell |
|
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|
2024
Q2 | $296K | Sell |
|
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $281K | Buy |
|