GC Wealth Management RIA’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
12,601
+5,500
| +77% | +$494K | 0.09% | 191 |
|
2025
Q1 | $746K | Sell |
7,101
-472
| -6% | -$49.6K | 0.14% | 136 |
|
2024
Q4 | $751K | Sell |
7,573
-733
| -9% | -$72.7K | 0.13% | 134 |
|
2024
Q3 | $874K | Sell |
8,306
-168
| -2% | -$17.7K | 0.15% | 120 |
|
2024
Q2 | $969K | Sell |
8,474
-229
| -3% | -$26.2K | 0.19% | 104 |
|
2024
Q1 | $1.11M | Buy |
8,703
+601
| +7% | +$76.5K | 0.22% | 91 |
|
2023
Q4 | $940K | Buy |
+8,102
| New | +$940K | 0.42% | 63 |
|