Ropes Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $401K | Sell |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $57K | Sell |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $110K | Sell |
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|
2020
Q1 | $85K | Sell |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $186K | Sell |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | $191K | Hold |
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|
2018
Q3 | $237K | Buy |
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|
2018
Q2 | $150K | Hold |
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|
2018
Q1 | $128K | Hold |
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|
2017
Q4 | $118K | Sell |
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|
2017
Q3 | $163K | Sell |
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|
2017
Q2 | $195K | Sell |
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|
2017
Q1 | $222K | Buy |
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|
2016
Q4 | $223K | Hold |
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|
2016
Q3 | $193K | Sell |
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|
2016
Q2 | $198K | Sell |
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|
2016
Q1 | $245K | Buy |
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|
2015
Q4 | $282K | Sell |
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|
2015
Q3 | $367K | Buy |
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|
2015
Q2 | $393K | Buy |
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|
2015
Q1 | $312K | Buy |
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