SWA
Sax Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
2,286
+180
| +9% | +$16.2K | 0.01% | 408 |
|
|
2025
Q1 | $221K | Sell |
2,106
-584
| -22% | -$61.3K | 0.02% | 339 |
|
|
2024
Q4 | $267K | Buy |
2,690
+241
| +10% | +$23.9K | 0.02% | 280 |
|
|
2024
Q3 | $258K | Buy |
2,449
+284
| +13% | +$29.9K | 0.02% | 241 |
|
|
2024
Q2 | $248K | Buy |
2,165
+338
| +19% | +$38.7K | 0.02% | 235 |
|
|
2024
Q1 | $233K | Sell |
1,827
-171
| -9% | -$21.8K | 0.03% | 171 |
|
|
2023
Q4 | $232K | Sell |
1,998
-298
| -13% | -$34.6K | 0.04% | 170 |
|
|
2023
Q3 | $275K | Buy |
+2,296
| New | +$275K | 0.05% | 142 |
|