Wealthspire Advisors (New York)’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
10,729
+374
| +4% | +$11.2K | ﹤0.01% | 649 |
|
|
2025
Q1 | $350K | Sell |
10,355
-804
| -7% | -$27.2K | ﹤0.01% | 601 |
|
|
2024
Q4 | $330K | Buy |
11,159
+761
| +7% | +$22.5K | ﹤0.01% | 628 |
|
|
2024
Q3 | $326K | Sell |
10,398
-1,025
| -9% | -$32.2K | ﹤0.01% | 603 |
|
|
2024
Q2 | $412K | Buy |
11,423
+1,033
| +10% | +$37.3K | 0.01% | 469 |
|
|
2024
Q1 | $391K | Sell |
10,390
-216
| -2% | -$8.14K | 0.01% | 469 |
|
|
2023
Q4 | $375K | Buy |
10,606
+1,252
| +13% | +$44.3K | 0.01% | 466 |
|
|
2023
Q3 | $362K | Buy |
9,354
+1,882
| +25% | +$72.9K | 0.01% | 454 |
|
|
2023
Q2 | $264K | Buy |
7,472
+311
| +4% | +$11K | ﹤0.01% | 477 |
|
|
2023
Q1 | $272K | Sell |
7,161
-3,445
| -32% | -$131K | ﹤0.01% | 459 |
|
|
2022
Q4 | $370K | Buy |
10,606
+3,030
| +40% | +$106K | 0.01% | 418 |
|
|
2022
Q3 | $216K | Sell |
7,576
-2,480
| -25% | -$70.7K | ﹤0.01% | 466 |
|
|
2022
Q2 | $285K | Buy |
10,056
+2,263
| +29% | +$64.1K | 0.01% | 408 |
|
|
2022
Q1 | $229K | Sell |
7,793
-1,505
| -16% | -$44.2K | 0.01% | 390 |
|
|
2021
Q4 | $248K | Buy |
9,298
+1,476
| +19% | +$39.4K | 0.01% | 469 |
|
|
2021
Q3 | $214K | Buy |
+7,822
| New | +$214K | ﹤0.01% | 539 |
|
|
2019
Q1 | – | Sell |
-1,665
| Closed | -$61K | – | 147 |
|
|
2018
Q4 | $61K | Buy |
+1,665
| New | +$61K | 0.01% | 163 |
|