Quantum Financial 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 | $399K | Hold |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $307K | Buy |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $207K | Buy |
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