Weik Capital Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-5,777
| Closed | -$249K | – | 107 |
|
|
2014
Q2 | $249K | Sell |
5,777
-3,056
| -35% | -$132K | 0.15% | 96 |
|
|
2014
Q1 | $348K | Hold |
8,833
| – | – | 0.22% | 78 |
|
|
2013
Q4 | $351K | Sell |
8,833
-61
| -0.7% | -$2.42K | 0.22% | 81 |
|
|
2013
Q3 | $306K | Hold |
8,894
| – | – | 0.21% | 86 |
|
|
2013
Q2 | $304K | Buy |
+8,894
| New | +$304K | 0.21% | 80 |
|