Appleton Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $239K | Buy |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $265K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $371K | Sell |
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|
2019
Q3 | $339K | Sell |
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|
2019
Q2 | $376K | Sell |
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|
2019
Q1 | $423K | Buy |
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|
2018
Q4 | $258K | Sell |
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|
2018
Q3 | $353K | Buy |
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|
2018
Q2 | $287K | Sell |
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|
2018
Q1 | $249K | Buy |
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|
2017
Q4 | $209K | Sell |
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|
2017
Q3 | $206K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $243K | Sell |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $249K | Sell |
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|
2016
Q1 | $244K | Sell |
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|
2015
Q4 | $1.29M | Sell |
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|
2015
Q3 | $1.8M | Buy |
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|
2015
Q2 | $2.3M | Sell |
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|
2015
Q1 | $2.38M | Sell |
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|
2014
Q4 | $2.85M | Sell |
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|
2014
Q3 | $3.24M | Sell |
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|
2014
Q2 | $3.68M | Buy |
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|
2014
Q1 | $3M | Buy |
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|
2013
Q4 | $2.88M | Buy |
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|
2013
Q3 | $2.72M | Buy |
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|
2013
Q2 | $1.34M | Buy |
|