Silvia McColl Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Hold |
2,330
| – | – | 0.15% | 108 |
|
2025
Q1 | $245K | Buy |
2,330
+50
| +2% | +$5.25K | 0.19% | 94 |
|
2024
Q4 | $226K | Sell |
2,280
-84
| -4% | -$8.33K | 0.17% | 96 |
|
2024
Q3 | $249K | Sell |
2,364
-446
| -16% | -$47K | 0.19% | 93 |
|
2024
Q2 | $321K | Hold |
2,810
| – | – | 0.27% | 79 |
|
2024
Q1 | $373K | Hold |
2,810
| – | – | 0.32% | 70 |
|
2023
Q4 | $326K | Sell |
2,810
-1,300
| -32% | -$151K | 0.29% | 72 |
|
2023
Q3 | $492K | Hold |
4,110
| – | – | 0.49% | 45 |
|
2023
Q2 | $426K | Hold |
4,110
| – | – | 0.4% | 59 |
|
2023
Q1 | $408K | Hold |
4,110
| – | – | 0.4% | 62 |
|
2022
Q4 | $485K | Buy |
+4,110
| New | +$485K | 0.48% | 56 |
|