TW
Transform Wealth’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.15M | Sell |
10,908
-11
| -0.1% | -$1.16K | 0.07% | 135 |
|
|
2024
Q4 | $1.08M | Buy |
+10,919
| New | +$1.08M | 0.06% | 139 |
|
|
2020
Q1 | – | Sell |
-76,227
| Closed | -$4.96M | – | 213 |
|
|
2019
Q4 | $4.96M | Buy |
76,227
+1,743
| +2% | +$113K | 0.79% | 51 |
|
|
2019
Q3 | $4.24M | Buy |
74,484
+1,209
| +2% | +$68.9K | 0.75% | 55 |
|
|
2019
Q2 | $4.47M | Buy |
73,275
+48,541
| +196% | +$2.96M | 0.66% | 58 |
|
|
2019
Q1 | $1.65M | Sell |
24,734
-3,102
| -11% | -$207K | 0.31% | 97 |
|
|
2018
Q4 | $1.74M | Buy |
27,836
+1,405
| +5% | +$87.6K | 0.36% | 88 |
|
|
2018
Q3 | $2.05M | Buy |
26,431
+1,585
| +6% | +$123K | 0.35% | 88 |
|
|
2018
Q2 | $1.73M | Sell |
24,846
-622
| -2% | -$43.3K | 0.31% | 96 |
|
|
2018
Q1 | $1.51M | Buy |
25,468
+1,844
| +8% | +$109K | 0.29% | 114 |
|
|
2017
Q4 | $1.3M | Buy |
23,624
+487
| +2% | +$26.7K | 0.24% | 131 |
|
|
2017
Q3 | $1.16M | Buy |
23,137
+215
| +0.9% | +$10.8K | 0.4% | 93 |
|
|
2017
Q2 | $1.01M | Buy |
22,922
+7,982
| +53% | +$351K | 1.14% | 34 |
|
|
2017
Q1 | $745K | Sell |
14,940
-629
| -4% | -$31.4K | 0.28% | 130 |
|
|
2016
Q4 | $781K | Buy |
15,569
+1,450
| +10% | +$72.7K | 0.31% | 110 |
|
|
2016
Q3 | $614K | Sell |
14,119
-22,495
| -61% | -$978K | 0.26% | 122 |
|
|
2016
Q2 | $1.6M | Buy |
+36,614
| New | +$1.6M | 0.67% | 41 |
|