DWM
Diversify Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
4,400
-340
| -7% | -$32.2K | 0.03% | 401 |
|
|
2025
Q1 | $436K | Buy |
4,740
+303
| +7% | +$27.8K | 0.03% | 376 |
|
|
2024
Q4 | $452K | Buy |
4,437
+1,331
| +43% | +$136K | 0.04% | 363 |
|
|
2024
Q3 | $325K | Buy |
3,106
+212
| +7% | +$22.2K | 0.03% | 382 |
|
|
2024
Q2 | $303K | Buy |
+2,894
| New | +$303K | 0.04% | 358 |
|