Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $484K | Hold |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $487K | Sell |
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|
2022
Q4 | $587K | Sell |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $616K | Sell |
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|
2021
Q4 | $456K | Hold |
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|
2021
Q3 | $428K | Hold |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $289K | Sell |
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|
2020
Q3 | $326K | Sell |
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|
2020
Q2 | $425K | Sell |
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|
2020
Q1 | $333K | Sell |
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|
2019
Q4 | $792K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $217K | Buy |
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