Ritholtz Wealth Management’s BP BP Stock Holding History

Ritholtz Wealth Management’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy	73,028 +1,150	+2%	+$34.4K	0.05%	274
2025 Q1	$2.43M	Buy	71,878 +8,933	+14%	+$302K	0.07%	205
2024 Q4	$1.86M	Sell	62,945 -21,121	-25%	-$624K	0.05%	247
2024 Q3	$2.64M	Sell	84,066 -20,461	-20%	-$642K	0.08%	176
2024 Q2	$3.77M	Sell	104,527 -10,354	-9%	-$374K	0.12%	104
2024 Q1	$4.33M	Buy	114,881 +18,347	+19%	+$691K	0.15%	91
2023 Q4	$3.42M	Sell	96,534 -3,950	-4%	-$140K	0.13%	95
2023 Q3	$3.89M	Buy	100,484 +12,083	+14%	+$468K	0.17%	74
2023 Q2	$3.12M	Buy	88,401 +595	+0.7%	+$21K	0.14%	92
2023 Q1	$3.33M	Buy	87,806 +15,354	+21%	+$583K	0.17%	78
2022 Q4	$2.53M	Sell	72,452 -10,597	-13%	-$370K	0.14%	103
2022 Q3	$2.37M	Buy	83,049 +53,812	+184%	+$1.54M	0.13%	114
2022 Q2	$829K	Buy	29,237 +2,373	+9%	+$67.3K	0.05%	225
2022 Q1	$790K	Buy	26,864 +3,401	+14%	+$100K	0.05%	222
2021 Q4	$625K	Buy	23,463 +3,260	+16%	+$86.8K	0.04%	250
2021 Q3	$552K	Sell	20,203 -871	-4%	-$23.8K	0.04%	246
2021 Q2	$557K	Buy	21,074 +3,754	+22%	+$99.2K	0.04%	232
2021 Q1	$422K	Buy	17,320 +5,633	+48%	+$137K	0.04%	238
2020 Q4	$240K	Sell	11,687 -2,011	-15%	-$41.3K	0.02%	299
2020 Q3	$239K	Sell	13,698 -2,445	-15%	-$42.7K	0.03%	243
2020 Q2	$376K	Buy	16,143 +5,415	+50%	+$126K	0.05%	144
2020 Q1	$262K	Buy	10,728 +1,558	+17%	+$38.1K	0.04%	119
2019 Q4	$346K	Buy	9,170 +236	+3%	+$8.91K	0.05%	106
2019 Q3	$339K	Sell	8,934 -14	-0.2%	-$531	0.06%	101
2019 Q2	$367K	Buy	8,948 +966	+12%	+$39.6K	0.06%	92
2019 Q1	$343K	Sell	7,982 -195	-2%	-$8.38K	0.06%	94
2018 Q4	$301K	Sell	8,177 -4,391	-35%	-$162K	0.07%	94
2018 Q3	$553K	Sell	12,568 -1,636	-12%	-$72K	0.14%	59
2018 Q2	$610K	Sell	14,204 -2,962	-17%	-$127K	0.17%	51
2018 Q1	$647K	Sell	17,166 -4,847	-22%	-$183K	0.18%	47
2017 Q4	$847K	Buy	+22,013	New	+$847K	0.25%	50