Legacy Wealth Management (Mississippi)’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $767K | Buy |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $735K | Hold |
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|
2024
Q1 | $818K | Hold |
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|
2023
Q4 | $746K | Hold |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $626K | Buy |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $918K | Buy |
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