Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $1.23M | Sell |
|
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|
2024
Q4 | $1.16M | Buy |
|
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|
2024
Q3 | $985K | Buy |
|
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|
2024
Q2 | $1.01M | Sell |
|
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|
2024
Q1 | $1.26M | Buy |
|
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|
2023
Q4 | $1.08M | Buy |
|
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|
2023
Q3 | $1.09M | Buy |
|
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|
2023
Q2 | $655K | Buy |
|
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|
2023
Q1 | $482K | Buy |
|
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|
2022
Q4 | $458K | Buy |
|
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|
2022
Q3 | $386K | Buy |
|
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|
2022
Q2 | $214K | Buy |
|