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Whipplewood Advisors’s BP BP Stock Holding History

Whipplewood Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$86.4K Buy
2,888
+14
+0.5% +$419 0.05% 253
2025
Q1 		$121K Sell
2,874
-671
-19% -$28.2K 0.07% 205
2024
Q4 		$105K Buy
+3,545
New +$105K 0.06% 226