Holos Integrated Wealth’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2K Buy
162
+1
+0.6% +$94 0.01% 171
2025
Q1
$16.9K Buy
161
+1
+0.6% +$105 0.01% 165
2024
Q4
$15.9K Buy
+160
New +$15.9K 0.01% 165