Morton Brown Family Wealth’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Hold |
204
| – | – | 0.01% | 149 |
|
|
2025
Q1 | $21.4K | Buy |
204
+126
| +162% | +$13.2K | 0.01% | 142 |
|
|
2024
Q4 | $7.74K | Hold |
78
| – | – | ﹤0.01% | 188 |
|
|
2024
Q3 | $8.21K | Hold |
78
| – | – | ﹤0.01% | 176 |
|
|
2024
Q2 | $9.1K | Hold |
78
| – | – | ﹤0.01% | 162 |
|
|
2024
Q1 | $9.93K | Sell |
78
-100
| -56% | -$12.7K | ﹤0.01% | 152 |
|
|
2023
Q4 | $20.7K | Buy |
178
+100
| +128% | +$11.6K | 0.01% | 138 |
|
|
2023
Q3 | $9.34K | Hold |
78
| – | – | ﹤0.01% | 128 |
|
|
2023
Q2 | $8.08K | Sell |
78
-24
| -24% | -$2.49K | ﹤0.01% | 128 |
|
|
2023
Q1 | $10.1K | Buy |
102
+24
| +31% | +$2.38K | 0.01% | 130 |
|
|
2022
Q4 | $9.2K | Hold |
78
| – | – | 0.01% | 116 |
|
|
2022
Q3 | $8K | Hold |
78
| – | – | 0.01% | 120 |
|
|
2022
Q2 | $7K | Buy |
+78
| New | +$7K | 0.01% | 119 |
|