AEPWM
Atlantic Edge Private Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
8,298
+40
| +0.5% | +$3.59K | 0.2% | 81 |
|
|
2025
Q1 | $867K | Buy |
8,258
+56
| +0.7% | +$5.88K | 0.27% | 77 |
|
|
2024
Q4 | $813K | Sell |
8,202
-155
| -2% | -$15.4K | 0.25% | 78 |
|
|
2024
Q3 | $880K | Buy |
8,357
+164
| +2% | +$17.3K | 0.27% | 79 |
|
|
2024
Q2 | $937K | Sell |
8,193
-138
| -2% | -$15.8K | 0.31% | 73 |
|
|
2024
Q1 | $1.06M | Buy |
8,331
+365
| +5% | +$46.5K | 0.36% | 66 |
|
|
2023
Q4 | $925K | Buy |
+7,966
| New | +$925K | 0.38% | 66 |
|