RSWM
Robertson Stephens Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,628
| Closed | -$224K | – | 549 |
|
|
2025
Q1 | $224K | Buy |
+6,628
| New | +$224K | 0.01% | 501 |
|
|
2024
Q4 | – | Sell |
-7,234
| Closed | -$227K | – | 569 |
|
|
2024
Q3 | $227K | Sell |
7,234
-782
| -10% | -$24.5K | 0.01% | 576 |
|
|
2024
Q2 | $289K | Buy |
8,016
+255
| +3% | +$9.21K | 0.01% | 416 |
|
|
2024
Q1 | $292K | Sell |
7,761
-39
| -0.5% | -$1.47K | 0.02% | 424 |
|
|
2023
Q4 | $276K | Buy |
7,800
+4
| +0.1% | +$142 | 0.02% | 392 |
|
|
2023
Q3 | $302K | Buy |
7,796
+3
| +0% | +$116 | 0.02% | 373 |
|
|
2023
Q2 | $275K | Sell |
7,793
-247
| -3% | -$8.72K | 0.02% | 365 |
|
|
2023
Q1 | $305K | Buy |
8,040
+1,113
| +16% | +$42.2K | 0.02% | 363 |
|
|
2022
Q4 | $242K | Buy |
+6,927
| New | +$242K | 0.02% | 367 |
|
|
2022
Q2 | – | Sell |
-7,006
| Closed | -$205K | – | 376 |
|
|
2022
Q1 | $205K | Sell |
7,006
-11,658
| -62% | -$341K | 0.02% | 367 |
|
|
2021
Q4 | $497K | Buy |
+18,664
| New | +$497K | 0.04% | 255 |
|