SPWM
Straight Path Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Hold |
15,040
| – | – | 0.15% | 62 |
|
|
2025
Q1 | $508K | Hold |
15,040
| – | – | 0.21% | 46 |
|
|
2024
Q4 | $445K | Sell |
15,040
-102
| -0.7% | -$3.02K | 0.18% | 55 |
|
|
2024
Q3 | $475K | Buy |
15,142
+3,000
| +25% | +$94.2K | 0.2% | 44 |
|
|
2024
Q2 | $438K | Buy |
12,142
+2,000
| +20% | +$72.2K | 0.23% | 53 |
|
|
2024
Q1 | $382K | Hold |
10,142
| – | – | 0.21% | 59 |
|
|
2023
Q4 | $359K | Hold |
10,142
| – | – | 0.21% | 58 |
|
|
2023
Q3 | $393K | Hold |
10,142
| – | – | 0.27% | 50 |
|
|
2023
Q2 | $358K | Buy |
10,142
+102
| +1% | +$3.6K | 0.25% | 51 |
|
|
2023
Q1 | $381K | Hold |
10,040
| – | – | 0.3% | 47 |
|
|
2022
Q4 | $351K | Buy |
10,040
+40
| +0.4% | +$1.4K | 0.34% | 44 |
|
|
2022
Q3 | $286K | Hold |
10,000
| – | – | 0.26% | 57 |
|
|
2022
Q2 | $284K | Hold |
10,000
| – | – | 0.28% | 54 |
|
|
2022
Q1 | $294K | Sell |
10,000
-2,000
| -17% | -$58.8K | 0.25% | 50 |
|
|
2021
Q4 | $320K | Buy |
+12,000
| New | +$320K | 0.28% | 54 |
|