SWMP
Signature Wealth Management Partners’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
+3,451
| New | +$310K | 0.18% | 76 |
|
|
2024
Q2 | – | Sell |
-1,701
| Closed | -$217K | – | 106 |
|
|
2024
Q1 | $217K | Buy |
+1,701
| New | +$217K | 0.18% | 92 |
|
|
2023
Q4 | – | Sell |
-1,701
| Closed | -$204K | – | 98 |
|
|
2023
Q3 | $204K | Buy |
+1,701
| New | +$204K | 0.2% | 88 |
|
|
2023
Q1 | – | Sell |
-1,701
| Closed | -$201K | – | 109 |
|
|
2022
Q4 | $201K | Buy |
+1,701
| New | +$201K | 0.2% | 90 |
|
|
2022
Q2 | – | Sell |
-2,117
| Closed | -$212K | – | 108 |
|
|
2022
Q1 | $212K | Buy |
+2,117
| New | +$212K | 0.18% | 106 |
|
|
2021
Q4 | – | Sell |
-3,902
| Closed | -$264K | – | 112 |
|
|
2021
Q3 | $264K | Hold |
3,902
| – | – | 0.24% | 88 |
|
|
2021
Q2 | $238K | Hold |
3,902
| – | – | 0.22% | 93 |
|
|
2021
Q1 | $207K | Buy |
+3,902
| New | +$207K | 0.2% | 97 |
|