KWM
Kolinsky Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $250K | Buy |
2,521
+1
| +0% | +$99 | 0.15% | 133 |
|
|
2024
Q3 | $265K | Sell |
2,520
-129
| -5% | -$13.6K | 0.17% | 131 |
|
|
2024
Q2 | $303K | Sell |
2,649
-16
| -0.6% | -$1.83K | 0.22% | 110 |
|
|
2024
Q1 | $339K | Sell |
2,665
-69
| -3% | -$8.78K | 0.26% | 94 |
|
|
2023
Q4 | $317K | Buy |
2,734
+56
| +2% | +$6.5K | 0.28% | 89 |
|
|
2023
Q3 | $321K | Buy |
2,678
+119
| +5% | +$14.3K | 0.32% | 77 |
|
|
2023
Q2 | $264K | Buy |
2,559
+64
| +3% | +$6.6K | 0.25% | 100 |
|
|
2023
Q1 | $248K | Sell |
2,495
-182
| -7% | -$18.1K | 0.26% | 101 |
|
|
2022
Q4 | $316K | Sell |
2,677
-40
| -1% | -$4.72K | 0.36% | 72 |
|
|
2022
Q3 | $278K | Sell |
2,717
-55
| -2% | -$5.63K | 0.35% | 74 |
|
|
2022
Q2 | $249K | Sell |
2,772
-56
| -2% | -$5.03K | 0.29% | 91 |
|
|
2022
Q1 | $283K | Buy |
+2,828
| New | +$283K | 0.28% | 90 |
|