Simplicity Wealth’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
12,122
+1,954
| +19% | +$175K | 0.05% | 315 |
|
|
2025
Q1 | $1.07M | Buy |
+10,168
| New | +$1.07M | 0.08% | 245 |
|
|
2024
Q4 | – | Sell |
-4,123
| Closed | -$434K | – | 372 |
|
|
2024
Q3 | $434K | Sell |
4,123
-34,274
| -89% | -$3.61M | 0.04% | 320 |
|
|
2024
Q2 | $4.39M | Buy |
38,397
+5,117
| +15% | +$585K | 0.1% | 203 |
|
|
2024
Q1 | $4.24M | Buy |
+33,280
| New | +$4.24M | 0.1% | 207 |
|