Wunderlich Capital Managemnt’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $337K | Sell |
9,338
-532
| -5% | -$19.2K | 0.15% | 71 |
|
|
2024
Q1 | $372K | Sell |
9,870
-1,231
| -11% | -$46.4K | 0.17% | 74 |
|
|
2023
Q4 | $393K | Buy |
11,101
+100
| +0.9% | +$3.54K | 0.18% | 74 |
|
|
2023
Q3 | $426K | Buy |
11,001
+417
| +4% | +$16.1K | 0.21% | 69 |
|
|
2023
Q2 | $374K | Hold |
10,584
| – | – | 0.18% | 70 |
|
|
2023
Q1 | $402K | Buy |
10,584
+181
| +2% | +$6.88K | 0.21% | 70 |
|
|
2022
Q4 | $363K | Buy |
10,403
+22
| +0.2% | +$768 | 0.2% | 69 |
|
|
2022
Q3 | $296K | Sell |
10,381
-1,271
| -11% | -$36.2K | 0.19% | 69 |
|
|
2022
Q2 | $330K | Sell |
11,652
-2,093
| -15% | -$59.3K | 0.19% | 70 |
|
|
2022
Q1 | $404K | Sell |
13,745
-4,812
| -26% | -$141K | 0.19% | 75 |
|
|
2021
Q4 | $494K | Hold |
18,557
| – | – | 0.22% | 78 |
|
|
2021
Q3 | $507K | Buy |
18,557
+17,146
| +1,215% | +$468K | 0.24% | 74 |
|
|
2021
Q2 | $500K | Sell |
1,411
-17,549
| -93% | -$6.22M | 0.25% | 71 |
|
|
2021
Q1 | $462K | Sell |
18,960
-2,790
| -13% | -$68K | 0.25% | 70 |
|
|
2020
Q4 | $446K | Buy |
+21,750
| New | +$446K | 0.25% | 72 |
|