Williams Jones Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
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|
2025
Q1 | $421K | Hold |
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|
2024
Q4 | $369K | Hold |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $555K | Sell |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $631K | Sell |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $747K | Sell |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $797K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $484K | Sell |
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|
2019
Q4 | $751K | Sell |
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|
2019
Q3 | $1.06M | Buy |
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