RWB
RMR Wealth Builders’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
11,270
+9,194
| +443% | +$825K | 0.09% | 111 |
|
|
2025
Q1 | $218K | Sell |
2,076
-312
| -13% | -$32.8K | 0.02% | 244 |
|
|
2024
Q4 | $237K | Sell |
2,388
-279
| -10% | -$27.7K | 0.02% | 232 |
|
|
2024
Q3 | $281K | Buy |
2,667
+4
| +0.2% | +$421 | 0.03% | 216 |
|
|
2024
Q2 | $305K | Buy |
2,663
+537
| +25% | +$61.4K | 0.04% | 198 |
|
|
2024
Q1 | $271K | Buy |
2,126
+2
| +0.1% | +$255 | 0.03% | 219 |
|
|
2023
Q4 | $247K | Sell |
2,124
-28
| -1% | -$3.25K | 0.03% | 208 |
|
|
2023
Q3 | $258K | Sell |
2,152
-105
| -5% | -$12.6K | 0.04% | 200 |
|
|
2023
Q2 | $234K | Buy |
2,257
+172
| +8% | +$17.8K | 0.04% | 187 |
|
|
2023
Q1 | $207K | Buy |
2,085
+109
| +6% | +$10.8K | 0.04% | 199 |
|
|
2022
Q4 | $233K | Sell |
1,976
-848
| -30% | -$100K | 0.05% | 172 |
|
|
2022
Q3 | $293K | Buy |
2,824
+37
| +1% | +$3.84K | 0.07% | 138 |
|
|
2022
Q2 | $250K | Buy |
2,787
+141
| +5% | +$12.6K | 0.06% | 156 |
|
|
2022
Q1 | $265K | Buy |
+2,646
| New | +$265K | 0.06% | 170 |
|
|
2021
Q2 | – | Sell |
-2,658
| Closed | -$141K | – | 271 |
|
|
2021
Q1 | $141K | Buy |
2,658
+762
| +40% | +$40.4K | 0.04% | 229 |
|
|
2020
Q4 | $76K | Buy |
+1,896
| New | +$76K | 0.04% | 222 |
|
|
2020
Q3 | – | Sell |
-2,961
| Closed | -$124K | – | 274 |
|
|
2020
Q2 | $124K | Buy |
+2,961
| New | +$124K | 0.11% | 150 |
|
|
2019
Q4 | $146K | Buy |
+2,252
| New | +$146K | 0.14% | 137 |
|