Total Wealth Planning & Management’s BP BP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
11,100
+400
+4% +$12K 0.27% 128
2025
Q1
$362K Hold
10,700
0.34% 96
2024
Q4
$316K Buy
+10,700
New +$316K 0.29% 107