HWA
HHM Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8K | Hold |
210
| – | – | ﹤0.01% | 520 |
|
|
2025
Q1 | $22.1K | Hold |
210
| – | – | ﹤0.01% | 486 |
|
|
2024
Q4 | $20.8K | Hold |
210
| – | – | ﹤0.01% | 494 |
|
|
2024
Q3 | $22.1K | Sell |
210
-11
| -5% | -$1.16K | ﹤0.01% | 448 |
|
|
2024
Q2 | $25.3K | Sell |
221
-168
| -43% | -$19.2K | ﹤0.01% | 425 |
|
|
2024
Q1 | $49.5K | Hold |
389
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $45.2K | Hold |
389
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $46.6K | Sell |
389
-13
| -3% | -$1.56K | 0.01% | 281 |
|
|
2023
Q2 | $41.7K | Hold |
402
| – | – | 0.01% | 306 |
|
|
2023
Q1 | $39.9K | Buy |
402
+192
| +91% | +$19K | 0.01% | 306 |
|
|
2022
Q4 | $24.8K | Sell |
210
-185
| -47% | -$21.8K | 0.01% | 338 |
|
|
2022
Q3 | $40K | Sell |
395
-4,215
| -91% | -$427K | 0.01% | 261 |
|
|
2022
Q2 | $414K | Sell |
4,610
-771
| -14% | -$69.2K | 0.11% | 72 |
|
|
2022
Q1 | $538K | Buy |
5,381
+175
| +3% | +$17.5K | 0.13% | 67 |
|
|
2021
Q4 | $376K | Hold |
5,206
| – | – | 0.09% | 85 |
|
|
2021
Q3 | $353K | Buy |
5,206
+756
| +17% | +$51.3K | 0.1% | 86 |
|
|
2021
Q2 | $271K | Buy |
4,450
+545
| +14% | +$33.2K | 0.07% | 107 |
|
|
2021
Q1 | $207K | Buy |
3,905
+1,010
| +35% | +$53.5K | 0.06% | 109 |
|
|
2020
Q4 | $116K | Sell |
2,895
-300
| -9% | -$12K | 0.04% | 153 |
|
|
2020
Q3 | $105K | Hold |
3,195
| – | – | 0.04% | 140 |
|
|
2020
Q2 | $134K | Hold |
3,195
| – | – | 0.06% | 107 |
|
|
2020
Q1 | $98K | Buy |
+3,195
| New | +$98K | 0.05% | 121 |
|