Heritage Wealth Management (Arizona)’s ConocoPhillips COP Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$1.54M	Sell
2024 Q1	$1.84M	Sell
2023 Q4	$1.79M	Buy
2022 Q4	$5.58M	Buy
2022 Q3	$2.5M	Buy
2022 Q2	$2.07M	Buy
2022 Q1	$1.48M	Buy
2021 Q3	$27K	Buy
2021 Q2	$22K	Hold
2021 Q1	$19K	Buy