Executive Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $201K | Buy |
+2,031
| New | +$201K | 0.02% | 250 |
|
|
2020
Q1 | – | Sell |
-45,790
| Closed | -$2.98M | – | 128 |
|
|
2019
Q4 | $2.98M | Buy |
+45,790
| New | +$2.98M | 0.41% | 52 |
|
|
2019
Q3 | – | Sell |
-1,491
| Closed | -$91K | – | 260 |
|
|
2019
Q2 | $91K | Buy |
1,491
+206
| +16% | +$12.6K | 0.01% | 222 |
|
|
2019
Q1 | $86K | Sell |
1,285
-94
| -7% | -$6.29K | 0.02% | 208 |
|
|
2018
Q4 | $86K | Buy |
+1,379
| New | +$86K | 0.02% | 214 |
|