AWM
Ariadne Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,291
| Closed | -$203K | – | 234 |
|
|
2025
Q1 | $203K | Sell |
2,291
-2,124
| -48% | -$188K | 0.11% | 204 |
|
|
2024
Q4 | $439K | Buy |
+4,415
| New | +$439K | 0.2% | 97 |
|
|
2024
Q3 | – | Sell |
-1,050
| Closed | -$827K | – | 234 |
|
|
2024
Q2 | $827K | Buy |
+1,050
| New | +$827K | 0.64% | 38 |
|