MorganRosel Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35.9K | Hold |
400
| – | – | 0.01% | 197 |
|
2025
Q1 | $42K | Buy |
+400
| New | +$42K | 0.01% | 176 |
|
2023
Q2 | – | Sell |
-8,759
| Closed | -$869K | – | 96 |
|
2023
Q1 | $869K | Buy |
+8,759
| New | +$869K | 0.37% | 51 |
|
2019
Q2 | – | Sell |
-11,119
| Closed | -$742K | – | 71 |
|
2019
Q1 | $742K | Buy |
11,119
+705
| +7% | +$47K | 0.63% | 45 |
|
2018
Q4 | $649K | Buy |
+10,414
| New | +$649K | 0.67% | 36 |
|