Bergan Kdv Wealth Management, LLC Bp PLC Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Bp PLC stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 279 shares of BP stock, worth $10,314. This represents 0.0% of its overall portfolio holdings.

Number of Shares

279

Previous 276 1.09%

Holding current value

$10,314

Previous $10,000 10.0%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$33.71 - $40.65 $101 - $121	3 Added 1.09%	279 $9,000
Q1 2023 Apr 27, 2023	SELL	$33.78 - $41.02 $71,444 - $86,757	-2,115 Reduced 88.46%	276 $10,000
Q4 2022 Jan 31, 2023	SELL	$29.67 - $35.9 $9,880 - $11,954	-333 Reduced 12.22%	2,391 $83,000
Q3 2022 Oct 24, 2022	SELL	$4.82 - $32.47 $49,679 - $334,668	-10,307 Reduced 79.1%	2,724 $78,000
Q2 2022 Jul 13, 2022	BUY	$27.36 - $34.19 $291,219 - $363,918	10,644 Added 445.92%	13,031 $369,000

Q1 2022 May 09, 2022	BUY	$27.37 - $33.34 $54 - $66	2 Added 0.08%	2,387 $70,000
Q4 2021 Jan 28, 2022	SELL	$25.65 - $30.13 $2,359 - $2,771	-92 Reduced 3.71%	2,385 $64,000
Q3 2021 Nov 12, 2021	SELL	$23.09 - $27.33 $2,309 - $2,733	-100 Reduced 3.88%	2,477 $68,000
Q1 2021 May 11, 2021	SELL	$20.75 - $26.96 $13,819 - $17,955	-666 Reduced 20.54%	2,577 $63,000
Q4 2020 Feb 04, 2021	SELL	$14.9 - $22.41 $14,602 - $21,961	-980 Reduced 23.21%	3,243 $67,000
Q3 2020 Nov 05, 2020	SELL	$17.46 - $24.26 $42,305 - $58,781	-2,423 Reduced 36.46%	4,223 $74,000
Q2 2020 Aug 13, 2020	SELL	$21.64 - $28.38 $1.05 Million - $1.38 Million	-48,734 Reduced 88.0%	6,646 $155,000
Q1 2020 Apr 24, 2020	BUY	$16.11 - $39.85 $158,087 - $391,048	9,813 Added 21.54%	55,380 $1.35 Million
Q4 2019 Feb 10, 2020	SELL	$36.37 - $39.83 $97,217 - $106,465	-2,673 Reduced 5.54%	45,567 $1.72 Million
Q3 2019 Nov 08, 2019	BUY	$36.05 - $42.08 $32,589 - $38,040	904 Added 1.91%	48,240 $1.83 Million
Q2 2019 Aug 12, 2019	SELL	$40.44 - $45.23 $106,640 - $119,271	-2,637 Reduced 5.28%	47,336 $1.97 Million
Q1 2019 May 09, 2019	BUY	$38.59 - $44.53 $307,755 - $355,126	7,975 Added 18.99%	49,973 $2.19 Million
Q4 2018 Feb 01, 2019	SELL	$36.65 - $46.99 $5,314 - $6,813	-145 Reduced 0.34%	41,998 $1.59 Million
Q3 2018 Nov 09, 2018	BUY	$41.53 - $47.05 $36,463 - $41,309	878 Added 2.13%	42,143 $1.94 Million
Q2 2018 Jul 23, 2018	SELL	$39.91 - $47.79 $106,559 - $127,599	-2,670 Reduced 6.08%	41,265 $1.88 Million
Q1 2018 May 03, 2018	SELL	$38.7 - $43.94 $15,093 - $17,136	-390 Reduced 0.88%	43,935 $1.78 Million
Q4 2017 Jan 16, 2018	BUY	$38.26 - $42.03 $650 - $714	17 Added 0.04%	44,325 $1.86 Million
Q3 2017 Oct 18, 2017	BUY	$34.0 - $38.43 $1.51 Million - $1.7 Million	44,308	44,308 $1.7 Million

Others Institutions Holding BP

# of Institutions

1,327

Shares Held

306M

Call Options Held

14.8M

Put Options Held

14M

View Full List

About BP PLC

Ticker BP
Exchange OTC
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,064,499,968
Market Cap $113B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Account

Bergan Kdv Wealth Management, LLC Bp PLC Transaction History