Venturi Wealth 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 | $449K | Sell |
15,007
-835
| -5% | -$25K | 0.02% | 346 |
|
|
2025
Q1 | $535K | Sell |
15,842
-559
| -3% | -$18.9K | 0.03% | 315 |
|
|
2024
Q4 | $485K | Sell |
16,401
-908
| -5% | -$26.8K | 0.02% | 342 |
|
|
2024
Q3 | $543K | Sell |
17,309
-17
| -0.1% | -$534 | 0.03% | 282 |
|
|
2024
Q2 | $625K | Buy |
17,326
+182
| +1% | +$6.57K | 0.04% | 241 |
|
|
2024
Q1 | $646K | Buy |
17,144
+2,080
| +14% | +$78.4K | 0.04% | 229 |
|
|
2023
Q4 | $533K | Buy |
15,064
+3,246
| +27% | +$115K | 0.04% | 254 |
|
|
2023
Q3 | $458K | Buy |
11,818
+142
| +1% | +$5.5K | 0.04% | 249 |
|
|
2023
Q2 | $412K | Buy |
11,676
+10,989
| +1,600% | +$388K | 0.03% | 233 |
|
|
2023
Q1 | $26.1K | Buy |
+687
| New | +$26.1K | ﹤0.01% | 551 |
|
|
2019
Q3 | – | Sell |
-42,037
| Closed | -$1.72M | – | 231 |
|
|
2019
Q2 | $1.72M | Sell |
42,037
-3,961
| -9% | -$162K | 0.23% | 80 |
|
|
2019
Q1 | $1.99M | Buy |
45,998
+38,917
| +550% | +$1.69M | 0.26% | 80 |
|
|
2018
Q4 | $263K | Sell |
7,081
-86,377
| -92% | -$3.21M | 0.04% | 223 |
|
|
2018
Q3 | $4.17M | Buy |
93,458
+1,840
| +2% | +$82.2K | 0.74% | 51 |
|
|
2018
Q2 | $3.75M | Buy |
91,618
+32,979
| +56% | +$1.35M | 0.7% | 55 |
|
|
2018
Q1 | $2.21M | Sell |
58,639
-7,280
| -11% | -$274K | 0.43% | 79 |
|
|
2017
Q4 | $2.54M | Buy |
+65,919
| New | +$2.54M | 0.49% | 72 |
|