Visionary Wealth 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 | $324K | Buy |
10,823
+4,217
| +64% | +$126K | 0.02% | 444 |
|
|
2025
Q1 | $223K | Buy |
+6,606
| New | +$223K | 0.01% | 502 |
|
|
2024
Q4 | – | Sell |
-7,027
| Closed | -$221K | – | 539 |
|
|
2024
Q3 | $221K | Buy |
7,027
+14
| +0.2% | +$439 | 0.01% | 496 |
|
|
2024
Q2 | $253K | Sell |
7,013
-416
| -6% | -$15K | 0.02% | 441 |
|
|
2024
Q1 | $280K | Buy |
7,429
+7
| +0.1% | +$264 | 0.02% | 409 |
|
|
2023
Q4 | $263K | Buy |
7,422
+10
| +0.1% | +$354 | 0.02% | 415 |
|
|
2023
Q3 | $287K | Sell |
7,412
-56
| -0.7% | -$2.17K | 0.02% | 372 |
|
|
2023
Q2 | $264K | Sell |
7,468
-1,341
| -15% | -$47.3K | 0.02% | 388 |
|
|
2023
Q1 | $334K | Sell |
8,809
-319
| -3% | -$12.1K | 0.03% | 334 |
|
|
2022
Q4 | $319K | Buy |
+9,128
| New | +$319K | 0.03% | 306 |
|
|
2022
Q2 | – | Sell |
-8,280
| Closed | -$243K | – | 439 |
|
|
2022
Q1 | $243K | Buy |
+8,280
| New | +$243K | 0.02% | 373 |
|
|
2020
Q1 | – | Sell |
-6,332
| Closed | -$239K | – | 199 |
|
|
2019
Q4 | $239K | Buy |
+6,332
| New | +$239K | 0.04% | 186 |
|