WDG
Wealth Dimensions Group’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
7,861
+105
| +1% | +$3.14K | 0.05% | 152 |
|
|
2025
Q1 | $262K | Sell |
7,756
-196
| -2% | -$6.62K | 0.06% | 136 |
|
|
2024
Q4 | $235K | Buy |
7,952
+197
| +3% | +$5.82K | 0.06% | 135 |
|
|
2024
Q3 | $243K | Buy |
7,755
+51
| +0.7% | +$1.6K | 0.06% | 131 |
|
|
2024
Q2 | $278K | Buy |
7,704
+3
| +0% | +$108 | 0.08% | 114 |
|
|
2024
Q1 | $290K | Sell |
7,701
-1,683
| -18% | -$63.4K | 0.09% | 112 |
|
|
2023
Q4 | $332K | Buy |
9,384
+22
| +0.2% | +$779 | 0.11% | 104 |
|
|
2023
Q3 | $362K | Sell |
9,362
-1,105
| -11% | -$42.8K | 0.13% | 94 |
|
|
2023
Q2 | $369K | Buy |
10,467
+3
| +0% | +$106 | 0.13% | 95 |
|
|
2023
Q1 | $397K | Buy |
10,464
+17
| +0.2% | +$645 | 0.15% | 88 |
|
|
2022
Q4 | $365K | Buy |
10,447
+684
| +7% | +$23.9K | 0.15% | 95 |
|
|
2022
Q3 | $279K | Buy |
9,763
+23
| +0.2% | +$657 | 0.14% | 98 |
|
|
2022
Q2 | $276K | Buy |
9,740
+2
| +0% | +$57 | 0.13% | 101 |
|
|
2022
Q1 | $286K | Sell |
9,738
-1,550
| -14% | -$45.5K | 0.13% | 108 |
|
|
2021
Q4 | $301K | Hold |
11,288
| – | – | 0.15% | 101 |
|
|
2021
Q3 | $309K | Buy |
11,288
+164
| +1% | +$4.49K | 0.2% | 99 |
|
|
2021
Q2 | $294K | Hold |
11,124
| – | – | 0.2% | 93 |
|
|
2021
Q1 | $271K | Sell |
11,124
-1,589
| -12% | -$38.7K | 0.21% | 92 |
|
|
2020
Q4 | $261K | Buy |
+12,713
| New | +$261K | 0.23% | 87 |
|