49 Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
9,745
+224
| +2% | +$20.1K | 0.09% | 61 |
|
|
2025
Q1 | $1,000K | Buy |
9,521
+4,196
| +79% | +$441K | 0.12% | 57 |
|
|
2024
Q4 | $528K | Buy |
5,325
+3,353
| +170% | +$332K | 0.08% | 80 |
|
|
2024
Q3 | $208K | Sell |
1,972
-56
| -3% | -$5.89K | 0.03% | 158 |
|
|
2024
Q2 | $232K | Buy |
2,028
+78
| +4% | +$8.92K | 0.05% | 133 |
|
|
2024
Q1 | $251K | Sell |
1,950
-174
| -8% | -$22.4K | 0.05% | 97 |
|
|
2023
Q4 | $247K | Buy |
+2,124
| New | +$247K | 0.06% | 96 |
|