QWP
Quotient Wealth Partners’s ConocoPhillips COP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.74M | Buy |
41,699
+403
| +1% | +$36.2K | 0.11% | 54 |
|
2025
Q1 | $4.34M | Buy |
41,296
+107
| +0.3% | +$11.2K | 0.14% | 45 |
|
2024
Q4 | $4.08M | Sell |
41,189
-389
| -0.9% | -$38.6K | 0.13% | 45 |
|
2024
Q3 | $4.38M | Sell |
41,578
-628
| -1% | -$66.1K | 0.14% | 45 |
|
2024
Q2 | $4.83M | Sell |
42,206
-2,660
| -6% | -$304K | 0.17% | 40 |
|
2024
Q1 | $5.71M | Sell |
44,866
-3,328
| -7% | -$424K | 0.2% | 38 |
|
2023
Q4 | $5.59M | Buy |
+48,194
| New | +$5.59M | 0.22% | 44 |
|