AWM
Aries Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
3,720
-142
| -4% | -$12.7K | 0.09% | 171 |
|
|
2025
Q1 | $406K | Sell |
3,862
-116
| -3% | -$12.2K | 0.11% | 157 |
|
|
2024
Q4 | $394K | Sell |
3,978
-330
| -8% | -$32.7K | 0.11% | 153 |
|
|
2024
Q3 | $454K | Buy |
4,308
+1,746
| +68% | +$184K | 0.12% | 143 |
|
|
2024
Q2 | $293K | Buy |
2,562
+72
| +3% | +$8.24K | 0.09% | 159 |
|
|
2024
Q1 | $317K | Hold |
2,490
| – | – | 0.1% | 160 |
|
|
2023
Q4 | $289K | Buy |
2,490
+51
| +2% | +$5.92K | 0.1% | 159 |
|
|
2023
Q3 | $306K | Buy |
2,439
+153
| +7% | +$19.2K | 0.12% | 149 |
|
|
2023
Q2 | $237K | Buy |
2,286
+187
| +9% | +$19.4K | 0.09% | 170 |
|
|
2023
Q1 | $208K | Sell |
2,099
-68
| -3% | -$6.75K | 0.09% | 184 |
|
|
2022
Q4 | $256K | Buy |
2,167
+127
| +6% | +$15K | 0.11% | 159 |
|
|
2022
Q3 | $257K | Buy |
+2,040
| New | +$257K | 0.11% | 152 |
|