WIM

Wittenberg Investment Management’s BP BP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$458K	Hold	15,300	–	–	0.2%	51
2025 Q1	$517K	Hold	15,300	–	–	0.23%	43
2024 Q4	$452K	Sell	15,300 -6,300	-29%	-$186K	0.18%	51
2024 Q3	$678K	Hold	21,600	–	–	0.22%	48
2024 Q2	$780K	Hold	21,600	–	–	0.27%	46
2024 Q1	$814K	Hold	21,600	–	–	0.28%	48
2023 Q4	$765K	Hold	21,600	–	–	0.27%	48
2023 Q3	$836K	Hold	21,600	–	–	0.31%	48
2023 Q2	$762K	Hold	21,600	–	–	0.28%	49
2023 Q1	$820K	Sell	21,600 -500	-2%	-$19K	0.31%	49
2022 Q4	$772K	Hold	22,100	–	–	0.31%	48
2022 Q3	$631K	Hold	22,100	–	–	0.27%	51
2022 Q2	$627K	Buy	22,100 +500	+2%	+$14.2K	0.27%	49
2022 Q1	$635K	Sell	21,600 -2,000	-8%	-$58.8K	0.24%	46
2021 Q4	$628K	Hold	23,600	–	–	0.23%	49
2021 Q3	$645K	Hold	23,600	–	–	0.25%	44
2021 Q2	$624K	Hold	23,600	–	–	0.25%	44
2021 Q1	$575K	Hold	23,600	–	–	0.26%	41
2020 Q4	$484K	Sell	23,600 -3,000	-11%	-$61.5K	0.24%	41
2020 Q3	$464K	Sell	26,600 -150	-0.6%	-$2.62K	0.25%	43
2020 Q2	$624K	Hold	26,750	–	–	0.35%	37
2020 Q1	$652K	Hold	26,750	–	–	0.36%	37
2019 Q4	$1.01M	Hold	26,750	–	–	0.39%	36
2019 Q3	$1.02M	Hold	26,750	–	–	0.44%	36
2019 Q2	$1.12M	Sell	26,750 -150	-0.6%	-$6.25K	0.48%	39
2019 Q1	$1.18M	Hold	26,900	–	–	0.5%	39
2018 Q4	$1.02M	Hold	26,900	–	–	0.48%	37
2018 Q3	$1.24M	Hold	26,900	–	–	0.51%	37
2018 Q2	$1.23M	Sell	26,900 -3,600	-12%	-$164K	0.52%	37
2018 Q1	$1.24M	Hold	30,500	–	–	0.53%	36
2017 Q4	$1.28M	Hold	30,500	–	–	0.56%	34
2017 Q3	$1.17M	Hold	30,500	–	–	0.5%	34
2017 Q2	$1.06M	Hold	30,500	–	–	0.48%	36
2017 Q1	$1.05M	Hold	30,500	–	–	0.51%	34
2016 Q4	$1.14M	Buy	+30,500	New	+$1.14M	0.52%	33