MWA
Midland Wealth Advisors’s ConocoPhillips COP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,172
| Closed | -$228K | – | 179 |
|
2025
Q1 | $228K | Sell |
2,172
-937
| -30% | -$98.4K | 0.01% | 168 |
|
2024
Q4 | $308K | Buy |
3,109
+43
| +1% | +$4.26K | 0.02% | 157 |
|
2024
Q3 | $323K | Buy |
3,066
+259
| +9% | +$27.3K | 0.02% | 162 |
|
2024
Q2 | $321K | Sell |
2,807
-14
| -0.5% | -$1.6K | 0.02% | 164 |
|
2024
Q1 | $359K | Sell |
2,821
-10
| -0.4% | -$1.27K | 0.02% | 157 |
|
2023
Q4 | $329K | Buy |
+2,831
| New | +$329K | 0.02% | 155 |
|