9258 Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $521K | Sell |
|
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|
2024
Q1 | $657K | Buy |
|
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|
2023
Q4 | $561K | Hold |
|
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|
2023
Q3 | $579K | Buy |
|
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|
2023
Q2 | $425K | Sell |
|
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|
2023
Q1 | $412K | Sell |
|
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|
2022
Q4 | $502K | Buy |
|
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|
2022
Q3 | $377K | Sell |
|
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|
2022
Q2 | $345K | Buy |
|
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|
2022
Q1 | $353K | Hold |
|
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|
2021
Q4 | $255K | Buy |
|
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|
2021
Q3 | $232K | Buy |
|
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|
2021
Q2 | $202K | Buy |
|
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $326K | Buy |
|
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $535K | Buy |
|
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|
2019
Q3 | $316K | Buy |
|
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|
2019
Q2 | $332K | Buy |
|
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|
2019
Q1 | $360K | Buy |
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|
2018
Q4 | $333K | Buy |
|