Baron Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,746
| Closed | -$272K | – | 217 |
|
|
2024
Q4 | $272K | Sell |
2,746
-37
| -1% | -$3.67K | 0.13% | 138 |
|
|
2024
Q3 | $293K | Buy |
2,783
+71
| +3% | +$7.48K | 0.14% | 127 |
|
|
2024
Q2 | $310K | Buy |
2,712
+45
| +2% | +$5.15K | 0.16% | 106 |
|
|
2024
Q1 | $339K | Sell |
2,667
-1,729
| -39% | -$220K | 0.18% | 101 |
|
|
2023
Q4 | $510K | Buy |
4,396
+373
| +9% | +$43.3K | 0.28% | 51 |
|
|
2023
Q3 | $482K | Buy |
4,023
+18
| +0.4% | +$2.16K | 0.31% | 51 |
|
|
2023
Q2 | $415K | Buy |
4,005
+321
| +9% | +$33.3K | 0.26% | 59 |
|
|
2023
Q1 | $365K | Buy |
3,684
+45
| +1% | +$4.46K | 0.26% | 66 |
|
|
2022
Q4 | $429K | Buy |
+3,639
| New | +$429K | 0.33% | 49 |
|