Cherry Tree 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 | $9.69K | Sell |
108
-114
| -51% | -$10.2K | ﹤0.01% | 414 |
|
|
2025
Q1 | $23.3K | Buy |
222
+34
| +18% | +$3.57K | 0.01% | 326 |
|
|
2024
Q4 | $18.6K | Hold |
188
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $19.8K | Hold |
188
| – | – | ﹤0.01% | 346 |
|
|
2024
Q2 | $21.5K | Buy |
188
+45
| +31% | +$5.15K | 0.01% | 321 |
|
|
2024
Q1 | $18.2K | Buy |
143
+12
| +9% | +$1.53K | ﹤0.01% | 324 |
|
|
2023
Q4 | $15.2K | Hold |
131
| – | – | ﹤0.01% | 326 |
|
|
2023
Q3 | $15.7K | Buy |
131
+108
| +470% | +$12.9K | ﹤0.01% | 305 |
|
|
2023
Q2 | $2.38K | Buy |
+23
| New | +$2.38K | ﹤0.01% | 476 |
|