True Wealth Design’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
1,173
-2,060
| -64% | -$185K | 0.04% | 101 |
|
|
2025
Q1 | $340K | Buy |
3,233
+2,837
| +716% | +$298K | 0.13% | 21 |
|
|
2024
Q4 | $39.3K | Sell |
396
-257
| -39% | -$25.5K | 0.02% | 210 |
|
|
2024
Q3 | $68.7K | Buy |
653
+308
| +89% | +$32.4K | 0.03% | 86 |
|
|
2024
Q2 | $39.5K | Buy |
345
+12
| +4% | +$1.37K | 0.01% | 177 |
|
|
2024
Q1 | $42.4K | Buy |
333
+14
| +4% | +$1.78K | 0.01% | 170 |
|
|
2023
Q4 | $37K | Hold |
319
| – | – | 0.01% | 171 |
|
|
2023
Q3 | $38.2K | Hold |
319
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $33.1K | Hold |
319
| – | – | 0.01% | 168 |
|
|
2023
Q1 | $31.6K | Sell |
319
-6,857
| -96% | -$680K | 0.01% | 183 |
|
|
2022
Q4 | $847K | Buy |
+7,176
| New | +$847K | 0.39% | 35 |
|