Wealth Alliance’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
6,881
+172
| +3% | +$5.15K | 0.02% | 518 |
|
|
2025
Q1 | $227K | Buy |
+6,709
| New | +$227K | 0.03% | 471 |
|
|
2024
Q4 | – | Sell |
-7,048
| Closed | -$221K | – | 500 |
|
|
2024
Q3 | $221K | Sell |
7,048
-27
| -0.4% | -$848 | 0.03% | 481 |
|
|
2024
Q2 | $255K | Sell |
7,075
-42
| -0.6% | -$1.52K | 0.03% | 427 |
|
|
2024
Q1 | $268K | Buy |
+7,117
| New | +$268K | 0.04% | 427 |
|
|
2023
Q3 | – | Sell |
-7,360
| Closed | -$260K | – | 496 |
|
|
2023
Q2 | $260K | Sell |
7,360
-818
| -10% | -$28.9K | 0.04% | 422 |
|
|
2023
Q1 | $310K | Sell |
8,178
-244
| -3% | -$9.26K | 0.05% | 352 |
|
|
2022
Q4 | $294K | Buy |
8,422
+793
| +10% | +$27.7K | 0.05% | 354 |
|
|
2022
Q3 | $218K | Sell |
7,629
-445
| -6% | -$12.7K | 0.04% | 407 |
|
|
2022
Q2 | $229K | Buy |
+8,074
| New | +$229K | 0.04% | 393 |
|
|
2020
Q3 | – | Sell |
-14,690
| Closed | -$343K | – | 317 |
|
|
2020
Q2 | $343K | Buy |
14,690
+1,143
| +8% | +$26.7K | 0.14% | 195 |
|
|
2020
Q1 | $330K | Sell |
13,547
-6,474
| -32% | -$158K | 0.18% | 144 |
|
|
2019
Q4 | $756K | Buy |
+20,021
| New | +$756K | 0.54% | 48 |
|