MSWM
McGlone Suttner Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
12,372
+804
| +7% | +$72.1K | 0.17% | 65 |
|
|
2025
Q1 | $1.21M | Buy |
11,568
+4,120
| +55% | +$433K | 0.2% | 56 |
|
|
2024
Q4 | $739K | Sell |
7,448
-2,673
| -26% | -$265K | 0.12% | 78 |
|
|
2024
Q3 | $1.07M | Buy |
10,121
+1,825
| +22% | +$192K | 0.22% | 61 |
|
|
2024
Q2 | $963K | Sell |
8,296
-1,499
| -15% | -$174K | 0.2% | 53 |
|
|
2024
Q1 | $1.25M | Buy |
9,795
+1,499
| +18% | +$191K | 0.23% | 48 |
|
|
2023
Q4 | $963K | Buy |
8,296
+573
| +7% | +$66.5K | 0.19% | 53 |
|
|
2023
Q3 | $925K | Buy |
7,723
+738
| +11% | +$88.4K | 0.21% | 51 |
|
|
2023
Q2 | $724K | Buy |
6,985
+310
| +5% | +$32.1K | 0.17% | 61 |
|
|
2023
Q1 | $662K | Buy |
6,675
+1,328
| +25% | +$132K | 0.17% | 59 |
|
|
2022
Q4 | $631K | Buy |
+5,347
| New | +$631K | 0.2% | 58 |
|