MWM
Moran Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
5,871
-728
| -11% | -$65.3K | 0.02% | 405 |
|
|
2025
Q1 | $693K | Sell |
6,599
-341
| -5% | -$35.8K | 0.02% | 337 |
|
|
2024
Q4 | $688K | Buy |
6,940
+230
| +3% | +$22.8K | 0.02% | 338 |
|
|
2024
Q3 | $706K | Sell |
6,710
-93
| -1% | -$9.79K | 0.02% | 333 |
|
|
2024
Q2 | $778K | Buy |
6,803
+413
| +6% | +$47.2K | 0.03% | 303 |
|
|
2024
Q1 | $813K | Sell |
6,390
-78
| -1% | -$9.93K | 0.03% | 307 |
|
|
2023
Q4 | $751K | Sell |
6,468
-658
| -9% | -$76.4K | 0.03% | 314 |
|
|
2023
Q3 | $854K | Sell |
7,126
-3,744
| -34% | -$449K | 0.03% | 268 |
|
|
2023
Q2 | $1.13M | Sell |
10,870
-6,110
| -36% | -$633K | 0.04% | 246 |
|
|
2023
Q1 | $1.68M | Sell |
16,980
-1,696
| -9% | -$168K | 0.06% | 233 |
|
|
2022
Q4 | $2.2M | Buy |
+18,676
| New | +$2.2M | 0.08% | 205 |
|