WealthPLAN Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-320
| Closed | -$11.3K | – | 413 |
|
|
2023
Q2 | $11.3K | Sell |
320
-2,646
| -89% | -$97.9K | ﹤0.01% | 776 |
|
|
2023
Q1 | $113K | Sell |
2,966
-16,559
| -85% | -$619K | 0.01% | 401 |
|
|
2022
Q4 | $801K | Buy |
+19,525
| New | +$650K | 0.06% | 195 |
|
|
2022
Q1 | $552K | Sell |
19,217
-2,526
| -12% | -$77K | 0.04% | 237 |
|
|
2021
Q4 | $672K | Buy |
21,743
+568
| +3% | +$15.8K | 0.04% | 222 |
|
|
2021
Q3 | $583K | Sell |
21,175
-757
| -3% | -$19K | 0.04% | 233 |
|
|
2021
Q2 | $572K | Buy |
21,932
+164
| +0.8% | +$4.3K | 0.04% | 216 |
|
|
2021
Q1 | $564K | Sell |
21,768
-31,272
| -59% | -$753K | 0.04% | 208 |
|
|
2020
Q4 | $1.11M | Hold |
53,040
| – | – | 0.09% | 132 |
|
|
2020
Q3 | $969K | Sell |
53,040
-68
| -0.1% | -$1.47K | 0.09% | 129 |
|
|
2020
Q2 | $1.25M | Sell |
53,108
-13
| -0% | -$312 | 0.13% | 104 |
|
|
2020
Q1 | $1.18M | Buy |
53,121
+27,117
| +104% | +$877K | 0.15% | 97 |
|
|
2019
Q4 | $967K | Sell |
26,004
-950
| -4% | -$36.1K | 0.11% | 113 |
|
|
2019
Q3 | $1.06M | Buy |
26,954
+1,288
| +5% | +$49.1K | 0.14% | 105 |
|
|
2019
Q2 | $939K | Sell |
25,666
-902
| -3% | -$37.8K | 0.14% | 109 |
|
|
2019
Q1 | $1.09M | Sell |
26,568
-381
| -1% | -$15.6K | 0.17% | 95 |
|
|
2018
Q4 | $1.1M | Buy |
26,949
+529
| +2% | +$21.1K | 0.18% | 93 |
|
|
2018
Q3 | $1.01M | Sell |
26,420
-1,095
| -4% | -$45.8K | 0.18% | 95 |
|
|
2018
Q2 | $1.18M | Sell |
27,515
-1,640
| -6% | -$68.9K | 0.24% | 92 |
|
|
2018
Q1 | $1.1M | Buy |
29,155
+386
| +1% | +$14.5K | 0.24% | 90 |
|
|
2017
Q4 | $1.11M | Sell |
28,769
-3,797
| -12% | -$138K | 0.3% | 84 |
|
|
2017
Q3 | $1.13M | Sell |
32,566
-561
| -2% | -$17.8K | 0.32% | 69 |
|
|
2017
Q2 | $1.02M | Buy |
33,127
+29,612
| +842% | +$921K | 0.29% | 72 |
|
|
2017
Q1 | $106K | Buy |
+3,515
| New | +$107K | 0.37% | 52 |
|
|
2016
Q3 | $1.59M | Sell |
53,063
-54,929
| -51% | -$1.59M | 0.52% | 42 |
|
|
2016
Q2 | $1.58M | Buy |
+107,992
| New | +$2.91M | 0.2% | 86 |
|
|
2015
Q4 | $1.39M | Buy |
+159,301
| New | +$4.53M | 0.23% | 80 |
|
|
2015
Q2 | $3.44M | Buy |
102,189
+50,726
| +99% | +$1.78M | 1.5% | 11 |
|
|
2015
Q1 | $1.67M | Buy |
+51,463
| New | +$1.68M | 0.78% | 30 |
|
Other funds holding BP
