AWA
Aaron Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
6,569
-1,824
| -22% | -$164K | 0.06% | 202 |
|
|
2025
Q1 | $881K | Sell |
8,393
-70
| -0.8% | -$7.35K | 0.1% | 137 |
|
|
2024
Q4 | $839K | Buy |
8,463
+1,458
| +21% | +$145K | 0.1% | 136 |
|
|
2024
Q3 | $737K | Buy |
7,005
+648
| +10% | +$68.2K | 0.09% | 145 |
|
|
2024
Q2 | $727K | Buy |
6,357
+650
| +11% | +$74.3K | 0.1% | 130 |
|
|
2024
Q1 | $726K | Buy |
5,707
+414
| +8% | +$52.7K | 0.1% | 121 |
|
|
2023
Q4 | $614K | Buy |
5,293
+374
| +8% | +$43.4K | 0.1% | 121 |
|
|
2023
Q3 | $589K | Buy |
4,919
+117
| +2% | +$14K | 0.08% | 134 |
|
|
2023
Q2 | $498K | Buy |
4,802
+373
| +8% | +$38.6K | 0.06% | 156 |
|
|
2023
Q1 | $439K | Sell |
4,429
-644
| -13% | -$63.9K | 0.06% | 162 |
|
|
2022
Q4 | $599K | Buy |
+5,073
| New | +$599K | 0.09% | 135 |
|
|
2022
Q2 | – | Sell |
-46,000
| Closed | -$460K | – | 326 |
|
|
2022
Q1 | $460K | Buy |
+46,000
| New | +$460K | 0.01% | 536 |
|