IWP
Insight Wealth Partners’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
2,969
+18
| +0.6% | +$1.62K | 0.1% | 90 |
|
|
2025
Q1 | $310K | Sell |
2,951
-88
| -3% | -$9.24K | 0.05% | 84 |
|
|
2024
Q4 | $301K | Buy |
3,039
+131
| +5% | +$13K | 0.04% | 80 |
|
|
2024
Q3 | $306K | Sell |
2,908
-32
| -1% | -$3.37K | 0.06% | 81 |
|
|
2024
Q2 | $336K | Buy |
2,940
+71
| +2% | +$8.12K | 0.06% | 70 |
|
|
2024
Q1 | $365K | Buy |
2,869
+26
| +0.9% | +$3.31K | 0.06% | 66 |
|
|
2023
Q4 | $330K | Buy |
2,843
+32
| +1% | +$3.72K | 0.06% | 60 |
|
|
2023
Q3 | $337K | Buy |
2,811
+36
| +1% | +$4.31K | 0.07% | 54 |
|
|
2023
Q2 | $288K | Buy |
2,775
+29
| +1% | +$3.01K | 0.07% | 58 |
|
|
2023
Q1 | $272K | Buy |
2,746
+22
| +0.8% | +$2.18K | 0.06% | 49 |
|
|
2022
Q4 | $321K | Buy |
2,724
+4
| +0.1% | +$472 | 0.24% | 41 |
|
|
2022
Q3 | $278K | Sell |
2,720
-490
| -15% | -$50.1K | 0.26% | 46 |
|
|
2022
Q2 | $288K | Buy |
3,210
+447
| +16% | +$40.1K | 0.22% | 45 |
|
|
2022
Q1 | $276K | Sell |
2,763
-14
| -0.5% | -$1.4K | 0.15% | 62 |
|
|
2021
Q4 | $200K | Buy |
+2,777
| New | +$200K | 0.04% | 78 |
|