WealthShield Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,542
| Closed | -$221K | – | 558 |
|
|
2025
Q1 | $221K | Buy |
+6,542
| New | +$221K | 0.03% | 298 |
|
|
2024
Q4 | – | Sell |
-6,542
| Closed | -$205K | – | 496 |
|
|
2024
Q3 | $205K | Hold |
6,542
| – | – | 0.03% | 294 |
|
|
2024
Q2 | $236K | Hold |
6,542
| – | – | 0.04% | 262 |
|
|
2024
Q1 | $247K | Hold |
6,542
| – | – | 0.04% | 248 |
|
|
2023
Q4 | $232K | Buy |
6,542
+95
| +1% | +$3.36K | 0.04% | 262 |
|
|
2023
Q3 | $250K | Hold |
6,447
| – | – | 0.04% | 269 |
|
|
2023
Q2 | $228K | Buy |
6,447
+55
| +0.9% | +$1.94K | 0.03% | 278 |
|
|
2023
Q1 | $243K | Hold |
6,392
| – | – | 0.04% | 272 |
|
|
2022
Q4 | $223K | Buy |
+6,392
| New | +$223K | 0.04% | 275 |
|
|
2021
Q3 | – | Sell |
-5,701
| Closed | -$151K | – | 297 |
|
|
2021
Q2 | $151K | Buy |
5,701
+2
| +0% | +$53 | 0.02% | 297 |
|
|
2021
Q1 | $139K | Buy |
+5,699
| New | +$139K | 0.03% | 301 |
|