BerganKDV Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $100K | Sell |
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|
2023
Q1 | $121K | Hold |
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|
2022
Q4 | $144K | Sell |
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $173K | Buy |
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|
2022
Q1 | $159K | Sell |
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|
2021
Q4 | $127K | Buy |
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|
2021
Q3 | $116K | Buy |
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|
2021
Q2 | $84K | Buy |
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|
2021
Q1 | $73K | Buy |
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|
2020
Q4 | $51K | Buy |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $80K | Buy |
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|
2020
Q1 | $49K | Buy |
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|
2019
Q4 | $96K | Buy |
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|
2019
Q3 | $74K | Hold |
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|
2019
Q2 | $79K | Sell |
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|
2019
Q1 | $100K | Hold |
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|
2018
Q4 | $93K | Buy |
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|
2018
Q3 | $100K | Hold |
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|
2018
Q2 | $90K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $221K | Sell |
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|
2016
Q4 | $241K | Sell |
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|
2016
Q3 | $552K | Sell |
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|
2016
Q2 | $1.7M | Buy |
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|
2016
Q1 | $1.34M | Buy |
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