Daymark Wealth Partners’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
12,276
+84
+0.7% +$7.54K 0.04% 249
2025
Q1
$1.28M Buy
12,192
+539
+5% +$56.6K 0.06% 210
2024
Q4
$1.16M Sell
11,653
-1,276
-10% -$127K 0.05% 221
2024
Q3
$1.36M Buy
12,929
+2,459
+23% +$259K 0.06% 205
2024
Q2
$1.2M Buy
10,470
+1,009
+11% +$115K 0.05% 214
2024
Q1
$1.2M Sell
9,461
-163
-2% -$20.7K 0.06% 179
2023
Q4
$1.12M Buy
9,624
+18
+0.2% +$2.09K 0.07% 178
2023
Q3
$1.15M Buy
9,606
+2,231
+30% +$267K 0.08% 159
2023
Q2
$764K Buy
7,375
+4,168
+130% +$432K 0.06% 188
2023
Q1
$318K Buy
+3,207
New +$318K 0.04% 236