Geller Advisors’s ConocoPhillips COP Stock Holding History

Geller Advisors’s Portfolio COP Stock Details COP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$219K	Sell
2024 Q3	$248K	Sell
2024 Q2	$278K	Hold
2024 Q1	$309K	Sell
2023 Q4	$340K	Buy
2023 Q3	$353K	Buy
2023 Q2	$254K	Buy
2023 Q1	$206K	Buy