Baldwin Wealth Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $414K | Hold |
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|
2025
Q2 | $393K | Sell |
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|
2025
Q1 | $467K | Sell |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $749K | Sell |
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|
2024
Q1 | $838K | Sell |
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|
2023
Q4 | $783K | Sell |
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|
2023
Q3 | $810K | Hold |
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|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $697K | Buy |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $463K | Hold |
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|
2022
Q2 | $406K | Hold |
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|
2022
Q1 | $452K | Hold |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $202K | Sell |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $2.16M | Sell |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $3.11M | Sell |
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|
2019
Q3 | $3.2M | Sell |
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|
2019
Q2 | $3.86M | Sell |
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|
2019
Q1 | $4.3M | Buy |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $2.68M | Buy |
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|
2018
Q2 | $2.24M | Buy |
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|
2018
Q1 | $614K | Hold |
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|
2017
Q4 | $569K | Sell |
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|
2017
Q3 | $644K | Hold |
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|
2017
Q2 | $565K | Sell |
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|
2017
Q1 | $666K | Sell |
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|
2016
Q4 | $680K | Hold |
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|
2016
Q3 | $589K | Sell |
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|
2016
Q2 | $607K | Sell |
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|
2016
Q1 | $585K | Buy |
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|
2015
Q4 | $660K | Buy |
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|
2015
Q3 | $650K | Sell |
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|
2015
Q2 | $847K | Hold |
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|
2015
Q1 | $858K | Sell |
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|
2014
Q4 | $973K | Hold |
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|
2014
Q3 | $1.08M | Buy |
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|
2014
Q2 | $921K | Sell |
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|
2014
Q1 | $819K | Hold |
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|
2013
Q4 | $823K | Sell |
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|
2013
Q3 | $821K | Sell |
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|
2013
Q2 | $765K | Buy |
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