A detailed history of Wealth Plan Investment Management, LLC transactions in Bp PLC stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,065 shares of BP stock, worth $230,659. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,065
Previous 7,372 9.4%
Holding current value
$230,659
Previous $266,000 4.89%
% of portfolio
0.03%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$30.78 - $37.05 $21,330 - $25,675
693 Added 9.4%
8,065 $253,000
Q2 2024

Aug 09, 2024

BUY
$34.89 - $39.65 $1,779 - $2,022
51 Added 0.7%
7,372 $266,000
Q4 2023

Jan 05, 2024

SELL
$34.68 - $40.81 $263,394 - $309,951
-7,595 Reduced 50.92%
7,321 $259,000
Q3 2023

Nov 15, 2023

BUY
$34.79 - $39.48 $518,927 - $588,883
14,916 New
14,916 $577,000
Q2 2023

Aug 14, 2023

BUY
$33.71 - $40.65 $13,821 - $16,666
410 Added 410.0%
510 $17,000
Q2 2023

Jul 25, 2023

SELL
$33.71 - $40.65 $482,255 - $581,538
-14,306 Reduced 99.31%
100 $3,000
Q1 2023

May 08, 2023

SELL
$33.78 - $41.02 $172,919 - $209,981
-5,119 Reduced 26.22%
14,406 $546,000
Q4 2022

Feb 15, 2023

BUY
$29.67 - $35.9 $76,459 - $92,514
2,577 Added 15.21%
19,525 $681,000
Q3 2022

Dec 12, 2022

SELL
$4.82 - $32.47 $10,936 - $73,674
-2,269 Reduced 11.81%
16,948 $575,000
Q1 2022

Sep 07, 2022

BUY
$27.37 - $33.34 $525,969 - $640,694
19,217 New
19,217 $552,000

Others Institutions Holding BP

About BP PLC


  • Ticker BP
  • Exchange OTC
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 3,064,499,968
  • Market Cap $87.6B
  • Description
  • BP p.l.c. engages in the energy business worldwide. It operates through Gas & Low Carbon Energy, Oil Production & Operations, Customers & Products, and Rosneft segments. It produces and trades in natural gas; offers biofuels; operates onshore and offshore wind power, and solar power generating facilities; and provides de-carbonizatio...
More about BP
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