XWM
Xcel Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
9,768
-82
| -0.8% | -$2.45K | 0.08% | 117 |
|
|
2025
Q1 | $333K | Sell |
9,850
-119
| -1% | -$4.02K | 0.1% | 108 |
|
|
2024
Q4 | $295K | Sell |
9,969
-231
| -2% | -$6.83K | 0.08% | 113 |
|
|
2024
Q3 | $320K | Buy |
10,200
+100
| +1% | +$3.14K | 0.09% | 102 |
|
|
2024
Q2 | $365K | Sell |
10,100
-498
| -5% | -$18K | 0.11% | 89 |
|
|
2024
Q1 | $399K | Sell |
10,598
-100
| -0.9% | -$3.77K | 0.12% | 90 |
|
|
2023
Q4 | $379K | Buy |
10,698
+21
| +0.2% | +$743 | 0.13% | 86 |
|
|
2023
Q3 | $413K | Sell |
10,677
-2,620
| -20% | -$101K | 0.16% | 82 |
|
|
2023
Q2 | $469K | Sell |
13,297
-438
| -3% | -$15.5K | 0.15% | 91 |
|
|
2023
Q1 | $521K | Sell |
13,735
-4
| -0% | -$152 | 0.18% | 81 |
|
|
2022
Q4 | $480K | Sell |
13,739
-116
| -0.8% | -$4.05K | 0.19% | 83 |
|
|
2022
Q3 | $396K | Sell |
13,855
-1,196
| -8% | -$34.2K | 0.15% | 89 |
|
|
2022
Q2 | $427K | Buy |
15,051
+5
| +0% | +$142 | 0.16% | 84 |
|
|
2022
Q1 | $442K | Sell |
15,046
-1,398
| -9% | -$41.1K | 0.12% | 101 |
|
|
2021
Q4 | $438K | Sell |
16,444
-11,895
| -42% | -$317K | 0.11% | 109 |
|
|
2021
Q3 | $775K | Buy |
28,339
+2,402
| +9% | +$65.7K | 0.22% | 77 |
|
|
2021
Q2 | $685K | Buy |
25,937
+9,747
| +60% | +$257K | 0.21% | 83 |
|
|
2021
Q1 | $394K | Sell |
16,190
-3,998
| -20% | -$97.3K | 0.14% | 98 |
|
|
2020
Q4 | $414K | Sell |
20,188
-22,612
| -53% | -$464K | 0.18% | 87 |
|
|
2020
Q3 | $747K | Sell |
42,800
-38,080
| -47% | -$665K | 0.38% | 57 |
|
|
2020
Q2 | $1.89M | Sell |
80,880
-22,484
| -22% | -$524K | 1.17% | 27 |
|
|
2020
Q1 | $2.52M | Sell |
103,364
-32,385
| -24% | -$790K | 2.27% | 15 |
|
|
2019
Q4 | $5.12M | Buy |
135,749
+7,278
| +6% | +$275K | 4.26% | 6 |
|
|
2019
Q3 | $4.88M | Buy |
128,471
+40,709
| +46% | +$1.55M | 4.52% | 5 |
|
|
2019
Q2 | $3.66M | Buy |
87,762
+7,274
| +9% | +$303K | 3.59% | 8 |
|
|
2019
Q1 | $3.52M | Buy |
80,488
+7,162
| +10% | +$313K | 3.63% | 8 |
|
|
2018
Q4 | $2.78M | Buy |
+73,326
| New | +$2.78M | 3.4% | 9 |
|