Private Wealth Management Group’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4K | Buy |
383
+61
| +19% | +$5.47K | 0.01% | 217 |
|
|
2025
Q1 | $33.8K | Buy |
322
+2
| +0.6% | +$210 | 0.01% | 216 |
|
|
2024
Q4 | $31.7K | Sell |
320
-22
| -6% | -$2.18K | 0.01% | 224 |
|
|
2024
Q3 | $36K | Buy |
342
+69
| +25% | +$7.26K | 0.01% | 197 |
|
|
2024
Q2 | $31.2K | Sell |
273
-18
| -6% | -$2.06K | 0.01% | 207 |
|
|
2024
Q1 | $37K | Buy |
291
+1
| +0.3% | +$127 | 0.02% | 194 |
|
|
2023
Q4 | $33.7K | Buy |
+290
| New | +$33.7K | 0.02% | 200 |
|