Marcum Wealth’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$374K Sell
2024
Q4
$376K Sell
2024
Q3
$424K Sell
2024
Q2
$479K Sell
2024
Q1
$629K Sell
2023
Q4
$626K Sell
2023
Q3
$680K Buy
2023
Q2
$503K Buy
2023
Q1
$481K Sell
2022
Q4
$601K Sell
2022
Q3
$583K Buy
2022
Q2
$474K Sell
2022
Q1
$567K Buy
2021
Q4
$401K Sell
2021
Q3
$407K Sell
2021
Q2
$540K Buy
2021
Q1
$422K Buy