Number of Shares
8,547.00
Current Holdings Value*
$290,000.00
% of Portfolio
0.15%
Total Estimate Gain
$-45,254.47
% of Total Estimate Gain
-7.83%

EADS & HEALD WEALTH MANAGEMENT's BP PLC Holding Summary

As of 2025-03-31, EADS & HEALD WEALTH MANAGEMENT held 8,547.00 shares of BP PLC(BP), totaling $290,000.00. This investment constitutes 0.15% of their stock portfolio, and EADS & HEALD WEALTH MANAGEMENT now holds 0% of the outstanding BP PLC(BP) stock.

The initial trade took place in 2014Q4. And since then EADS & HEALD WEALTH MANAGEMENT has made 5 purchases of BP, at an average price of $35.96, for a total of 16,078.00 shares. In addition, there have been 6 sales at an average price of $34.34 for 7,531.00 shares. Based on historical transaction data and BP's current price of $32.09, EADS & HEALD WEALTH MANAGEMENT's estimated gain on his BP holdings is $-45,254.47, reflecting a -7.83% gain to date.

EADS & HEALD WEALTH MANAGEMENT BP ($32.09) Holding Chart

EADS & HEALD WEALTH MANAGEMENT BP ($32.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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