TWM
Triton Wealth Management’s ConocoPhillips COP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $200K | Buy |
+2,094
| New | +$200K | 0.09% | 102 |
|
2024
Q4 | $205K | Buy |
+1,790
| New | +$205K | 0.11% | 90 |
|
2024
Q2 | – | Sell |
-1,790
| Closed | -$230K | – | 85 |
|
2024
Q1 | $230K | Hold |
1,790
| – | – | 0.16% | 67 |
|
2023
Q4 | $210K | Sell |
1,790
-43
| -2% | -$5.04K | 0.14% | 67 |
|
2023
Q3 | $220K | Buy |
1,833
+1
| +0.1% | +$120 | 0.15% | 65 |
|
2023
Q2 | $212K | Buy |
+1,832
| New | +$212K | 0.12% | 77 |
|
2023
Q1 | – | Sell |
-1,832
| Closed | -$224K | – | 79 |
|
2022
Q4 | $224K | Buy |
1,832
+42
| +2% | +$5.13K | 0.14% | 71 |
|
2022
Q3 | $206K | Buy |
+1,790
| New | +$206K | 0.12% | 74 |
|