Wagner Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,809
| Closed | -$246K | – | 230 |
|
|
2024
Q2 | $246K | Sell |
6,809
-4,391
| -39% | -$159K | 0.07% | 116 |
|
|
2024
Q1 | $422K | Sell |
11,200
-2,379
| -18% | -$89.6K | 0.13% | 79 |
|
|
2023
Q4 | $481K | Sell |
13,579
-348
| -2% | -$12.3K | 0.16% | 78 |
|
|
2023
Q3 | $539K | Sell |
13,927
-124
| -0.9% | -$4.8K | 0.2% | 67 |
|
|
2023
Q2 | $496K | Buy |
14,051
+43
| +0.3% | +$1.52K | 0.19% | 72 |
|
|
2023
Q1 | $531K | Buy |
14,008
+3,488
| +33% | +$132K | 0.24% | 67 |
|
|
2022
Q4 | $367K | Buy |
10,520
+902
| +9% | +$31.5K | 0.23% | 77 |
|
|
2022
Q3 | $275K | Sell |
9,618
-164
| -2% | -$4.69K | 0.2% | 82 |
|
|
2022
Q2 | $277K | Sell |
9,782
-5,199
| -35% | -$147K | 0.22% | 80 |
|
|
2022
Q1 | $440K | Buy |
14,981
+1,586
| +12% | +$46.6K | 0.31% | 76 |
|
|
2021
Q4 | $357K | Buy |
13,395
+5
| +0% | +$133 | 0.27% | 75 |
|
|
2021
Q3 | $385K | Buy |
13,390
+319
| +2% | +$9.17K | 0.31% | 69 |
|
|
2021
Q2 | $345K | Buy |
13,071
+959
| +8% | +$25.3K | 0.25% | 77 |
|
|
2021
Q1 | $295K | Buy |
+12,112
| New | +$295K | 0.23% | 83 |
|
|
2018
Q3 | $172K | Sell |
3,917
-57
| -1% | -$2.5K | 0.11% | 135 |
|
|
2018
Q2 | $171K | Buy |
3,974
+299
| +8% | +$12.9K | 0.12% | 123 |
|
|
2018
Q1 | $138K | Sell |
3,675
-262
| -7% | -$9.84K | 0.11% | 140 |
|
|
2017
Q4 | $156K | Buy |
+3,937
| New | +$156K | 0.12% | 133 |
|