GWANC
Guardian Wealth Advisors (North Carolina)’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
5,264
-444
| -8% | -$39.8K | 0.03% | 202 |
|
|
2025
Q1 | $600K | Sell |
5,708
-200
| -3% | -$21K | 0.05% | 162 |
|
|
2024
Q4 | $586K | Buy |
5,908
+1,544
| +35% | +$153K | 0.05% | 171 |
|
|
2024
Q3 | $459K | Sell |
4,364
-37
| -0.8% | -$3.9K | 0.05% | 171 |
|
|
2024
Q2 | $503K | Sell |
4,401
-40
| -0.9% | -$4.58K | 0.06% | 155 |
|
|
2024
Q1 | $565K | Buy |
4,441
+43
| +1% | +$5.47K | 0.07% | 140 |
|
|
2023
Q4 | $510K | Sell |
4,398
-23
| -0.5% | -$2.67K | 0.08% | 131 |
|
|
2023
Q3 | $532K | Buy |
4,421
+81
| +2% | +$9.75K | 0.09% | 117 |
|
|
2023
Q2 | $452K | Buy |
4,340
+194
| +5% | +$20.2K | 0.08% | 133 |
|
|
2023
Q1 | $414K | Sell |
4,146
-59
| -1% | -$5.89K | 0.07% | 138 |
|
|
2022
Q4 | $502K | Hold |
4,205
| – | – | 0.1% | 111 |
|
|
2022
Q3 | $436K | Buy |
4,205
+580
| +16% | +$60.1K | 0.08% | 117 |
|
|
2022
Q2 | $328K | Buy |
3,625
+127
| +4% | +$11.5K | 0.06% | 138 |
|
|
2022
Q1 | $351K | Buy |
+3,498
| New | +$351K | 0.15% | 110 |
|