Brady Family Wealth’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,850
| Closed | -$212K | – | 119 |
|
|
2024
Q2 | $212K | Hold |
1,850
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $235K | Hold |
1,850
| – | – | 0.08% | 112 |
|
|
2023
Q4 | $215K | Sell |
1,850
-113
| -6% | -$13.1K | 0.07% | 113 |
|
|
2023
Q3 | $235K | Hold |
1,963
| – | – | 0.09% | 108 |
|
|
2023
Q2 | $203K | Buy |
+1,963
| New | +$203K | 0.08% | 114 |
|
|
2023
Q1 | – | Sell |
-1,963
| Closed | -$232K | – | 116 |
|
|
2022
Q4 | $232K | Buy |
+1,963
| New | +$232K | 0.1% | 110 |
|