IWM
Integris Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
2,450
+58
| +2% | +$5.21K | 0.06% | 106 |
|
|
2025
Q1 | $251K | Sell |
2,392
-158
| -6% | -$16.6K | 0.07% | 89 |
|
|
2024
Q4 | $253K | Buy |
2,550
+232
| +10% | +$23K | 0.07% | 88 |
|
|
2024
Q3 | $244K | Hold |
2,318
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $265K | Hold |
2,318
| – | – | 0.08% | 80 |
|
|
2024
Q1 | $295K | Hold |
2,318
| – | – | 0.08% | 72 |
|
|
2023
Q4 | $269K | Hold |
2,318
| – | – | 0.08% | 80 |
|
|
2023
Q3 | $278K | Hold |
2,318
| – | – | 0.09% | 71 |
|
|
2023
Q2 | $240K | Buy |
2,318
+1
| +0% | +$104 | 0.09% | 75 |
|
|
2023
Q1 | $230K | Sell |
2,317
-14
| -0.6% | -$1.39K | 0.08% | 78 |
|
|
2022
Q4 | $275K | Buy |
+2,331
| New | +$275K | 0.11% | 68 |
|