Physician Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $301K | Buy |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $351K | Sell |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $322K | Buy |
|