GA
Geller Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $219K | Sell |
2,212
-141
| -6% | -$14K | 0.01% | 245 |
|
|
2024
Q3 | $248K | Sell |
2,353
-77
| -3% | -$8.11K | 0.02% | 229 |
|
|
2024
Q2 | $278K | Hold |
2,430
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $309K | Sell |
2,430
-501
| -17% | -$63.8K | 0.03% | 203 |
|
|
2023
Q4 | $340K | Buy |
2,931
+3
| +0.1% | +$348 | 0.03% | 181 |
|
|
2023
Q3 | $353K | Buy |
2,928
+491
| +20% | +$59.1K | 0.04% | 162 |
|
|
2023
Q2 | $254K | Buy |
2,437
+369
| +18% | +$38.5K | 0.03% | 212 |
|
|
2023
Q1 | $206K | Buy |
+2,068
| New | +$206K | 0.03% | 172 |
|