Pinnacle Wealth Planning Services’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Buy |
19,729
+1,647
| +9% | +$49.3K | 0.08% | 164 |
|
|
2025
Q1 | $611K | Buy |
18,082
+2,082
| +13% | +$70.4K | 0.09% | 137 |
|
|
2024
Q4 | $473K | Sell |
16,000
-4,144
| -21% | -$122K | 0.07% | 165 |
|
|
2024
Q3 | $632K | Sell |
20,144
-562
| -3% | -$17.6K | 0.09% | 156 |
|
|
2024
Q2 | $747K | Buy |
20,706
+1,141
| +6% | +$41.2K | 0.11% | 122 |
|
|
2024
Q1 | $737K | Sell |
19,565
-1,150
| -6% | -$43.3K | 0.11% | 123 |
|
|
2023
Q4 | $733K | Buy |
20,715
+345
| +2% | +$12.2K | 0.12% | 118 |
|
|
2023
Q3 | $789K | Sell |
20,370
-47
| -0.2% | -$1.82K | 0.13% | 99 |
|
|
2023
Q2 | $721K | Buy |
20,417
+6,781
| +50% | +$239K | 0.12% | 117 |
|
|
2023
Q1 | $517K | Sell |
13,636
-253
| -2% | -$9.6K | 0.09% | 170 |
|
|
2022
Q4 | $485K | Sell |
13,889
-132
| -0.9% | -$4.61K | 0.09% | 167 |
|
|
2022
Q3 | $400K | Sell |
14,021
-1,612
| -10% | -$46K | 0.07% | 176 |
|
|
2022
Q2 | $443K | Sell |
15,633
-7,433
| -32% | -$211K | 0.08% | 172 |
|
|
2022
Q1 | $678K | Sell |
23,066
-1,223
| -5% | -$35.9K | 0.12% | 126 |
|
|
2021
Q4 | $647K | Sell |
24,289
-108
| -0.4% | -$2.88K | 0.13% | 118 |
|
|
2021
Q3 | $667K | Buy |
24,397
+6,242
| +34% | +$171K | 0.15% | 104 |
|
|
2021
Q2 | $480K | Buy |
18,155
+782
| +5% | +$20.7K | 0.11% | 135 |
|
|
2021
Q1 | $424K | Buy |
17,373
+6,113
| +54% | +$149K | 0.11% | 153 |
|
|
2020
Q4 | $231K | Buy |
+11,260
| New | +$231K | 0.06% | 247 |
|
|
2020
Q3 | – | Sell |
-13,157
| Closed | -$307K | – | 277 |
|
|
2020
Q2 | $307K | Buy |
13,157
+4,432
| +51% | +$103K | 0.1% | 157 |
|
|
2020
Q1 | $212K | Sell |
8,725
-556
| -6% | -$13.5K | 0.1% | 178 |
|
|
2019
Q4 | $350K | Buy |
9,281
+2,707
| +41% | +$102K | 0.16% | 128 |
|
|
2019
Q3 | $249K | Sell |
6,574
-633
| -9% | -$24K | 0.14% | 143 |
|
|
2019
Q2 | $296K | Buy |
7,207
+449
| +7% | +$18.4K | 0.18% | 116 |
|
|
2019
Q1 | $291K | Sell |
6,758
-139
| -2% | -$5.99K | 0.2% | 106 |
|
|
2018
Q4 | $254K | Sell |
6,897
-7,469
| -52% | -$275K | 0.16% | 107 |
|
|
2018
Q3 | $632K | Sell |
14,366
-118
| -0.8% | -$5.19K | 0.58% | 52 |
|
|
2018
Q2 | $623K | Sell |
14,484
-4,004
| -22% | -$172K | 0.61% | 48 |
|
|
2018
Q1 | $697K | Buy |
18,488
+15,111
| +447% | +$570K | 0.72% | 42 |
|
|
2017
Q4 | $129K | Buy |
+3,377
| New | +$129K | 0.26% | 74 |
|