Meridian Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
3,006
+211
| +8% | +$18.9K | 0.04% | 156 |
|
|
2025
Q1 | $293K | Sell |
2,795
-234
| -8% | -$24.6K | 0.05% | 146 |
|
|
2024
Q4 | $300K | Sell |
3,029
-14
| -0.5% | -$1.39K | 0.05% | 145 |
|
|
2024
Q3 | $320K | Buy |
3,043
+294
| +11% | +$31K | 0.05% | 142 |
|
|
2024
Q2 | $314K | Buy |
2,749
+38
| +1% | +$4.35K | 0.06% | 143 |
|
|
2024
Q1 | $345K | Hold |
2,711
| – | – | 0.06% | 140 |
|
|
2023
Q4 | $315K | Sell |
2,711
-77
| -3% | -$8.94K | 0.07% | 142 |
|
|
2023
Q3 | $334K | Buy |
2,788
+77
| +3% | +$9.23K | 0.08% | 130 |
|
|
2023
Q2 | $281K | Hold |
2,711
| – | – | 0.07% | 150 |
|
|
2023
Q1 | $269K | Sell |
2,711
-2,811
| -51% | -$279K | 0.07% | 158 |
|
|
2022
Q4 | $652K | Buy |
5,522
+40
| +0.7% | +$4.72K | 0.17% | 99 |
|
|
2022
Q3 | $561K | Buy |
5,482
+31
| +0.6% | +$3.17K | 0.16% | 103 |
|
|
2022
Q2 | $490K | Buy |
5,451
+3
| +0.1% | +$270 | 0.13% | 119 |
|
|
2022
Q1 | $545K | Buy |
5,448
+18
| +0.3% | +$1.8K | 0.13% | 125 |
|
|
2021
Q4 | $392K | Buy |
5,430
+15
| +0.3% | +$1.08K | 0.1% | 139 |
|
|
2021
Q3 | $367K | Sell |
5,415
-22
| -0.4% | -$1.49K | 0.1% | 141 |
|
|
2021
Q2 | $331K | Buy |
5,437
+255
| +5% | +$15.5K | 0.09% | 149 |
|
|
2021
Q1 | $274K | Buy |
+5,182
| New | +$274K | 0.09% | 144 |
|
|
2019
Q1 | – | Sell |
-1,865
| Closed | -$116K | – | 181 |
|
|
2018
Q4 | $116K | Buy |
+1,865
| New | +$116K | 0.09% | 156 |
|