Iams Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
17,791
-3,232
| -15% | -$290K | 0.73% | 45 |
|
|
2025
Q1 | $2.21M | Buy |
21,023
+321
| +2% | +$33.7K | 1.01% | 31 |
|
|
2024
Q4 | $2.05M | Buy |
20,702
+2,499
| +14% | +$248K | 0.94% | 30 |
|
|
2024
Q3 | $1.92M | Buy |
18,203
+1,895
| +12% | +$200K | 0.94% | 33 |
|
|
2024
Q2 | $1.87M | Buy |
16,308
+283
| +2% | +$32.4K | 1.02% | 27 |
|
|
2024
Q1 | $1.8M | Buy |
16,025
+856
| +6% | +$95.9K | 1.1% | 23 |
|
|
2023
Q4 | $1.76M | Sell |
15,169
-851
| -5% | -$98.8K | 1.14% | 21 |
|
|
2023
Q3 | $1.92M | Buy |
+16,020
| New | +$1.92M | 1.33% | 17 |
|
|
2023
Q2 | – | Sell |
-14,005
| Closed | -$1.39M | – | 20 |
|
|
2023
Q1 | $1.39M | Buy |
14,005
+7,457
| +114% | +$740K | 1.16% | 19 |
|
|
2022
Q4 | $773K | Buy |
+6,548
| New | +$773K | 0.79% | 42 |
|