CWP
Cyndeo Wealth Partners’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
6,514
-302
| -4% | -$27.1K | 0.03% | 288 |
|
|
2025
Q1 | $716K | Buy |
6,816
+173
| +3% | +$18.2K | 0.05% | 252 |
|
|
2024
Q4 | $659K | Sell |
6,643
-54,871
| -89% | -$5.44M | 0.04% | 261 |
|
|
2024
Q3 | $6.48M | Buy |
61,514
+56,704
| +1,179% | +$5.97M | 0.45% | 71 |
|
|
2024
Q2 | $550K | Buy |
4,810
+767
| +19% | +$87.7K | 0.04% | 269 |
|
|
2024
Q1 | $515K | Buy |
4,043
+714
| +21% | +$90.9K | 0.04% | 259 |
|
|
2023
Q4 | $386K | Buy |
3,329
+98
| +3% | +$11.4K | 0.04% | 278 |
|
|
2023
Q3 | $387K | Buy |
3,231
+1,171
| +57% | +$140K | 0.04% | 241 |
|
|
2023
Q2 | $213K | Buy |
2,060
+26
| +1% | +$2.69K | 0.02% | 308 |
|
|
2023
Q1 | $202K | Buy |
2,034
+20
| +1% | +$1.98K | 0.02% | 309 |
|
|
2022
Q4 | $238K | Buy |
+2,014
| New | +$238K | 0.03% | 279 |
|