Philip James Wealth Mangement’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,910
| Closed | -$204K | – | 168 |
|
|
2024
Q4 | $204K | Buy |
6,910
+277
| +4% | +$8.19K | 0.03% | 167 |
|
|
2024
Q3 | $208K | Buy |
6,633
+235
| +4% | +$7.38K | 0.03% | 157 |
|
|
2024
Q2 | $231K | Buy |
6,398
+136
| +2% | +$4.91K | 0.15% | 64 |
|
|
2024
Q1 | $236K | Buy |
+6,262
| New | +$236K | 0.17% | 61 |
|