Weinberger Asset 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 | $351K | Sell |
11,718
-90
| -0.8% | -$2.69K | 0.14% | 70 |
|
|
2025
Q1 | $399K | Sell |
11,808
-88
| -0.7% | -$2.97K | 0.17% | 65 |
|
|
2024
Q4 | $352K | Sell |
11,896
-1,962
| -14% | -$58K | 0.15% | 68 |
|
|
2024
Q3 | $435K | Buy |
13,858
+1,701
| +14% | +$53.4K | 0.19% | 63 |
|
|
2024
Q2 | $439K | Sell |
12,157
-57
| -0.5% | -$2.06K | 0.21% | 61 |
|
|
2024
Q1 | $460K | Sell |
12,214
-2,955
| -19% | -$111K | 0.22% | 59 |
|
|
2023
Q4 | $537K | Hold |
15,169
| – | – | 0.28% | 53 |
|
|
2023
Q3 | $587K | Sell |
15,169
-2,825
| -16% | -$109K | 0.33% | 49 |
|
|
2023
Q2 | $635K | Hold |
17,994
| – | – | 0.35% | 48 |
|
|
2023
Q1 | $683K | Hold |
17,994
| – | – | 0.4% | 45 |
|
|
2022
Q4 | $629K | Hold |
17,994
| – | – | 0.39% | 44 |
|
|
2022
Q3 | $514K | Sell |
17,994
-14,271
| -44% | -$407K | 0.36% | 46 |
|
|
2022
Q2 | $915K | Buy |
+32,265
| New | +$915K | 0.6% | 34 |
|