Berry Wealth Group’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
3,529
-112
| -3% | -$10.1K | 0.22% | 63 |
|
|
2025
Q1 | $382K | Buy |
3,641
+1,381
| +61% | +$145K | 0.3% | 48 |
|
|
2024
Q4 | $224K | Buy |
2,260
+117
| +5% | +$11.6K | 0.16% | 85 |
|
|
2024
Q3 | $226K | Sell |
2,143
-179
| -8% | -$18.8K | 0.16% | 82 |
|
|
2024
Q2 | $266K | Buy |
2,322
+305
| +15% | +$34.9K | 0.21% | 59 |
|
|
2024
Q1 | $257K | Buy |
+2,017
| New | +$257K | 0.21% | 60 |
|