GWM
GDS Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
2,324
| – | – | 0.02% | 167 |
|
|
2025
Q1 | $244K | Hold |
2,324
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $230K | Buy |
2,324
+267
| +13% | +$26.5K | 0.02% | 154 |
|
|
2024
Q3 | $217K | Sell |
2,057
-69
| -3% | -$7.26K | 0.02% | 161 |
|
|
2024
Q2 | $243K | Buy |
2,126
+58
| +3% | +$6.63K | 0.03% | 117 |
|
|
2024
Q1 | $263K | Hold |
2,068
| – | – | 0.03% | 116 |
|
|
2023
Q4 | $240K | Buy |
2,068
+11
| +0.5% | +$1.28K | 0.03% | 115 |
|
|
2023
Q3 | $246K | Sell |
2,057
-1,150
| -36% | -$138K | 0.04% | 109 |
|
|
2023
Q2 | $332K | Buy |
+3,207
| New | +$332K | 0.05% | 99 |
|