Truepoint Inc’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,043
| Closed | -$245K | – | 244 |
|
2023
Q3 | $245K | Buy |
+2,043
| New | +$245K | 0.01% | 168 |
|
2016
Q1 | – | Sell |
-5,787
| Closed | -$270K | – | 81 |
|
2015
Q4 | $270K | Buy |
5,787
+1,104
| +24% | +$51.5K | 0.04% | 59 |
|
2015
Q3 | $225K | Buy |
+4,683
| New | +$225K | 0.03% | 54 |
|