AIA
AIMZ Investment Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
2,812
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $295K | Buy |
2,812
+374
| +15% | +$39.3K | 0.1% | 110 |
|
|
2024
Q4 | $242K | Hold |
2,438
| – | – | 0.08% | 111 |
|
|
2024
Q3 | $257K | Hold |
2,438
| – | – | 0.09% | 110 |
|
|
2024
Q2 | $279K | Hold |
2,438
| – | – | 0.1% | 107 |
|
|
2024
Q1 | $310K | Sell |
2,438
-75
| -3% | -$9.55K | 0.12% | 99 |
|
|
2023
Q4 | $292K | Hold |
2,513
| – | – | 0.12% | 97 |
|
|
2023
Q3 | $301K | Hold |
2,513
| – | – | 0.13% | 93 |
|
|
2023
Q2 | $260K | Hold |
2,513
| – | – | 0.11% | 100 |
|
|
2023
Q1 | $249K | Hold |
2,513
| – | – | 0.11% | 101 |
|
|
2022
Q4 | $297K | Hold |
2,513
| – | – | 0.14% | 94 |
|
|
2022
Q3 | $257K | Sell |
2,513
-50
| -2% | -$5.11K | 0.13% | 95 |
|
|
2022
Q2 | $230K | Hold |
2,563
| – | – | 0.11% | 101 |
|
|
2022
Q1 | $256K | Buy |
+2,563
| New | +$256K | 0.11% | 106 |
|
|
2019
Q2 | – | Sell |
-3,024
| Closed | -$202K | – | 99 |
|
|
2019
Q1 | $202K | Buy |
+3,024
| New | +$202K | 0.14% | 94 |
|
|
2018
Q4 | – | Sell |
-3,024
| Closed | -$234K | – | 95 |
|
|
2018
Q3 | $234K | Hold |
3,024
| – | – | 0.15% | 94 |
|
|
2018
Q2 | $211K | Buy |
+3,024
| New | +$211K | 0.15% | 94 |
|
|
2016
Q2 | – | Sell |
-3,298
| Closed | -$205K | – | 92 |
|
|
2016
Q1 | $205K | Buy |
+3,298
| New | +$205K | 0.09% | 104 |
|
|
2015
Q3 | – | Sell |
-3,298
| Closed | -$203K | – | 93 |
|
|
2015
Q2 | $203K | Hold |
3,298
| – | – | 0.18% | 93 |
|
|
2015
Q1 | $205K | Buy |
3,298
+150
| +5% | +$9.32K | 0.18% | 93 |
|
|
2014
Q4 | $217K | Buy |
+3,148
| New | +$217K | 0.19% | 87 |
|