OWA
Opal Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
3,033
+279
| +10% | +$25K | 0.08% | 153 |
|
|
2025
Q1 | $289K | Buy |
2,754
+411
| +18% | +$43.2K | 0.09% | 124 |
|
|
2024
Q4 | $232K | Sell |
2,343
-279
| -11% | -$27.7K | 0.07% | 170 |
|
|
2024
Q3 | $276K | Buy |
2,622
+239
| +10% | +$25.2K | 0.09% | 137 |
|
|
2024
Q2 | $273K | Sell |
2,383
-137
| -5% | -$15.7K | 0.09% | 132 |
|
|
2024
Q1 | $321K | Buy |
2,520
+261
| +12% | +$33.2K | 0.11% | 121 |
|
|
2023
Q4 | $262K | Sell |
2,259
-1,275
| -36% | -$148K | 0.1% | 137 |
|
|
2023
Q3 | $423K | Buy |
3,534
+133
| +4% | +$15.9K | 0.25% | 64 |
|
|
2023
Q2 | $352K | Buy |
+3,401
| New | +$352K | 0.18% | 78 |
|
|
2023
Q1 | – | Sell |
-1,768
| Closed | -$209K | – | 119 |
|
|
2022
Q4 | $209K | Sell |
1,768
-204
| -10% | -$24.1K | 0.12% | 114 |
|
|
2022
Q3 | $202K | Buy |
+1,972
| New | +$202K | 0.15% | 98 |
|