Brass Tax 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
Q2 | $263K | Buy |
2,933
+68
| +2% | +$6.1K | 0.05% | 184 |
|
|
2025
Q1 | $301K | Hold |
2,865
| – | – | 0.06% | 155 |
|
|
2024
Q4 | $284K | Sell |
2,865
-214
| -7% | -$21.2K | 0.06% | 152 |
|
|
2024
Q3 | $324K | Buy |
3,079
+233
| +8% | +$24.5K | 0.07% | 134 |
|
|
2024
Q2 | $326K | Sell |
2,846
-30
| -1% | -$3.43K | 0.14% | 83 |
|
|
2024
Q1 | $366K | Buy |
+2,876
| New | +$366K | 0.19% | 65 |
|