SVWAG
Sound View Wealth Advisors Group’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
4,407
+122
| +3% | +$10.9K | 0.03% | 302 |
|
|
2025
Q1 | $450K | Sell |
4,285
-2,676
| -38% | -$281K | 0.04% | 271 |
|
|
2024
Q4 | $690K | Buy |
6,961
+807
| +13% | +$80K | 0.06% | 223 |
|
|
2024
Q3 | $648K | Buy |
6,154
+740
| +14% | +$77.9K | 0.05% | 230 |
|
|
2024
Q2 | $619K | Buy |
5,414
+204
| +4% | +$23.3K | 0.06% | 213 |
|
|
2024
Q1 | $663K | Buy |
5,210
+1,639
| +46% | +$209K | 0.07% | 210 |
|
|
2023
Q4 | $414K | Buy |
3,571
+134
| +4% | +$15.6K | 0.05% | 261 |
|
|
2023
Q3 | $412K | Buy |
3,437
+211
| +7% | +$25.3K | 0.05% | 244 |
|
|
2023
Q2 | $334K | Buy |
3,226
+67
| +2% | +$6.94K | 0.04% | 274 |
|
|
2023
Q1 | $313K | Sell |
3,159
-412
| -12% | -$40.9K | 0.04% | 277 |
|
|
2022
Q4 | $414K | Buy |
3,571
+552
| +18% | +$64.1K | 0.05% | 261 |
|
|
2022
Q3 | $309K | Hold |
3,019
| – | – | 0.07% | 207 |
|
|
2022
Q2 | $271K | Sell |
3,019
-4
| -0.1% | -$359 | 0.06% | 231 |
|
|
2022
Q1 | $302K | Buy |
+3,023
| New | +$302K | 0.06% | 241 |
|
|
2020
Q1 | – | Sell |
-5,879
| Closed | -$382K | – | 221 |
|
|
2019
Q4 | $382K | Sell |
5,879
-95
| -2% | -$6.17K | 0.11% | 164 |
|
|
2019
Q3 | $340K | Sell |
5,974
-47
| -0.8% | -$2.68K | 0.1% | 174 |
|
|
2019
Q2 | $367K | Buy |
+6,021
| New | +$367K | 0.11% | 168 |
|