TrueWealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
16,739
+1,248
| +8% | +$37.4K | 0.15% | 128 |
|
|
2025
Q1 | $523K | Buy |
15,491
+466
| +3% | +$15.7K | 0.17% | 105 |
|
|
2024
Q4 | $444K | Buy |
15,025
+2,275
| +18% | +$67.3K | 0.15% | 131 |
|
|
2024
Q3 | $400K | Buy |
12,750
+1,147
| +10% | +$36K | 0.13% | 135 |
|
|
2024
Q2 | $419K | Buy |
11,603
+1,999
| +21% | +$72.2K | 0.16% | 109 |
|
|
2024
Q1 | $362K | Buy |
9,604
+95
| +1% | +$3.58K | 0.14% | 118 |
|
|
2023
Q4 | $337K | Buy |
9,509
+421
| +5% | +$14.9K | 0.13% | 127 |
|
|
2023
Q3 | $352K | Sell |
9,088
-263
| -3% | -$10.2K | 0.15% | 108 |
|
|
2023
Q2 | $330K | Sell |
9,351
-2,368
| -20% | -$83.6K | 0.14% | 117 |
|
|
2023
Q1 | $445K | Sell |
11,719
-562
| -5% | -$21.3K | 0.19% | 90 |
|
|
2022
Q4 | $429K | Buy |
12,281
+2,538
| +26% | +$88.7K | 0.19% | 94 |
|
|
2022
Q3 | $278K | Buy |
9,743
+419
| +4% | +$12K | 0.13% | 122 |
|
|
2022
Q2 | $264K | Buy |
+9,324
| New | +$264K | 0.12% | 131 |
|