Integrated Wealth Concepts’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.42M | Sell |
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|
2025
Q2 | $3.37M | Buy |
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|
2025
Q1 | $3.18M | Buy |
|
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|
2024
Q4 | $2.87M | Sell |
|
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|
2024
Q3 | $3.15M | Buy |
|
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|
2024
Q2 | $3.11M | Buy |
|
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|
2024
Q1 | $3.36M | Buy |
|
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|
2023
Q4 | $2.74M | Sell |
|
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|
2023
Q3 | $3.68M | Sell |
|
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|
2023
Q2 | $3.83M | Buy |
|
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|
2023
Q1 | $2.65M | Buy |
|
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.29M | Buy |
|
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $935K | Buy |
|
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|
2021
Q1 | $691K | Buy |
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|
2020
Q4 | $494K | Buy |
|
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $224K | Buy |
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|
2019
Q4 | $229K | Buy |
|