Smith & Howard Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $217K | Hold |
|
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|
2024
Q1 | $242K | Hold |
|
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $57K | Buy |
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|
2013
Q3 | $40K | Hold |
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|
2013
Q2 | $35K | Buy |
|