Perigon 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 | $240K | Sell |
8,031
-645
| -7% | -$19.3K | 0.01% | 928 |
|
|
2025
Q1 | $293K | Buy |
8,676
+160
| +2% | +$5.41K | 0.01% | 819 |
|
|
2024
Q4 | $271K | Buy |
8,516
+319
| +4% | +$10.1K | 0.01% | 855 |
|
|
2024
Q3 | $257K | Sell |
8,197
-447
| -5% | -$14K | 0.01% | 843 |
|
|
2024
Q2 | $312K | Sell |
8,644
-130
| -1% | -$4.69K | 0.01% | 673 |
|
|
2024
Q1 | $331K | Buy |
8,774
+873
| +11% | +$32.9K | 0.01% | 657 |
|
|
2023
Q4 | $280K | Buy |
7,901
+239
| +3% | +$8.46K | 0.01% | 676 |
|
|
2023
Q3 | $297K | Sell |
7,662
-19
| -0.2% | -$736 | 0.01% | 591 |
|
|
2023
Q2 | $271K | Buy |
7,681
+358
| +5% | +$12.6K | 0.01% | 643 |
|
|
2023
Q1 | $278K | Sell |
7,323
-82
| -1% | -$3.11K | 0.02% | 564 |
|
|
2022
Q4 | $259K | Buy |
+7,405
| New | +$259K | 0.02% | 580 |
|
|
2021
Q1 | – | Sell |
-4,583
| Closed | -$94K | – | 554 |
|
|
2020
Q4 | $94K | Buy |
+4,583
| New | +$94K | 0.01% | 551 |
|
|
2018
Q2 | – | Sell |
-622
| Closed | -$23K | – | 284 |
|
|
2018
Q1 | $23K | Sell |
622
-9
| -1% | -$333 | 0.01% | 413 |
|
|
2017
Q4 | $24K | Sell |
631
-10
| -2% | -$380 | 0.01% | 380 |
|
|
2017
Q3 | $22K | Buy |
641
+530
| +477% | +$18.2K | 0.01% | 439 |
|
|
2017
Q2 | $3K | Sell |
111
-256
| -70% | -$6.92K | ﹤0.01% | 545 |
|
|
2017
Q1 | $11K | Sell |
367
-926
| -72% | -$27.8K | ﹤0.01% | 517 |
|
|
2016
Q4 | $40K | Sell |
1,293
-3,498
| -73% | -$108K | 0.01% | 385 |
|
|
2016
Q3 | $142K | Buy |
+4,791
| New | +$142K | 0.04% | 219 |
|