MCWA
Meadow Creek Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
2,333
-195
| -8% | -$17.5K | 0.14% | 137 |
|
|
2025
Q1 | $265K | Buy |
+2,528
| New | +$265K | 0.2% | 110 |
|
|
2024
Q4 | – | Sell |
-2,063
| Closed | -$217K | – | 138 |
|
|
2024
Q3 | $217K | Buy |
2,063
+294
| +17% | +$31K | 0.17% | 126 |
|
|
2024
Q2 | $202K | Buy |
+1,769
| New | +$202K | 0.19% | 116 |
|