WealthPlan Investment 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 | $233K | Sell |
7,797
-426
| -5% | -$12.8K | 0.02% | 318 |
|
|
2025
Q1 | $278K | Buy |
8,223
+73
| +0.9% | +$2.47K | 0.03% | 229 |
|
|
2024
Q4 | $241K | Buy |
8,150
+85
| +1% | +$2.51K | 0.02% | 239 |
|
|
2024
Q3 | $253K | Buy |
8,065
+693
| +9% | +$21.8K | 0.03% | 223 |
|
|
2024
Q2 | $266K | Buy |
7,372
+51
| +0.7% | +$1.84K | 0.04% | 163 |
|
|
2024
Q1 | $276K | Hold |
7,321
| – | – | 0.04% | 159 |
|
|
2023
Q4 | $259K | Sell |
7,321
-7,595
| -51% | -$269K | 0.04% | 164 |
|
|
2023
Q3 | $578K | Buy |
14,916
+14,406
| +2,825% | +$558K | 0.1% | 108 |
|
|
2023
Q2 | $18K | Sell |
510
-13,896
| -96% | -$490K | 0.01% | 247 |
|
|
2023
Q1 | $547K | Sell |
14,406
-5,119
| -26% | -$194K | 0.09% | 112 |
|
|
2022
Q4 | $793K | Buy |
19,525
+2,577
| +15% | +$105K | 0.06% | 196 |
|
|
2022
Q3 | $575K | Buy |
+16,948
| New | +$575K | 0.04% | 227 |
|
|
2022
Q1 | $552K | Buy |
+19,217
| New | +$552K | 0.04% | 237 |
|