Physician Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
2,891
+60
| +2% | +$5.38K | 0.04% | 150 |
|
|
2025
Q1 | $297K | Sell |
2,831
-106
| -4% | -$11.1K | 0.05% | 137 |
|
|
2024
Q4 | $291K | Sell |
2,937
-6
| -0.2% | -$595 | 0.05% | 141 |
|
|
2024
Q3 | $310K | Buy |
2,943
+1
| +0% | +$105 | 0.06% | 131 |
|
|
2024
Q2 | $339K | Buy |
2,942
+2
| +0.1% | +$230 | 0.06% | 116 |
|
|
2024
Q1 | $381K | Buy |
2,940
+103
| +4% | +$13.3K | 0.08% | 107 |
|
|
2023
Q4 | $307K | Buy |
2,837
+13
| +0.5% | +$1.41K | 0.07% | 120 |
|
|
2023
Q3 | $344K | Buy |
2,824
+3
| +0.1% | +$365 | 0.09% | 96 |
|
|
2023
Q2 | $294K | Buy |
2,821
+1
| +0% | +$104 | 0.07% | 112 |
|
|
2023
Q1 | $297K | Buy |
2,820
+3
| +0.1% | +$316 | 0.08% | 109 |
|
|
2022
Q4 | $335K | Sell |
2,817
-35
| -1% | -$4.16K | 0.09% | 100 |
|
|
2022
Q3 | $331K | Buy |
2,852
+1
| +0% | +$116 | 0.1% | 99 |
|
|
2022
Q2 | $271K | Sell |
2,851
-755
| -21% | -$71.8K | 0.08% | 122 |
|
|
2022
Q1 | $375K | Sell |
3,606
-448
| -11% | -$46.6K | 0.1% | 102 |
|
|
2021
Q4 | $327K | Sell |
4,054
-678
| -14% | -$54.7K | 0.09% | 116 |
|
|
2021
Q3 | $351K | Sell |
4,732
-12
| -0.3% | -$890 | 0.1% | 105 |
|
|
2021
Q2 | $269K | Sell |
4,744
-727
| -13% | -$41.2K | 0.08% | 123 |
|
|
2021
Q1 | $286K | Sell |
5,471
-1,284
| -19% | -$67.1K | 0.09% | 113 |
|
|
2020
Q4 | $322K | Buy |
+6,755
| New | +$322K | 0.11% | 98 |
|