Visionary Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
4,499
-6,584
| -59% | -$591K | 0.02% | 398 |
|
|
2025
Q1 | $1.16M | Buy |
11,083
+5,034
| +83% | +$529K | 0.07% | 238 |
|
|
2024
Q4 | $600K | Buy |
6,049
+1,394
| +30% | +$138K | 0.04% | 325 |
|
|
2024
Q3 | $490K | Sell |
4,655
-47
| -1% | -$4.95K | 0.03% | 348 |
|
|
2024
Q2 | $538K | Sell |
4,702
-442
| -9% | -$50.6K | 0.04% | 319 |
|
|
2024
Q1 | $655K | Sell |
5,144
-71
| -1% | -$9.04K | 0.04% | 285 |
|
|
2023
Q4 | $605K | Buy |
5,215
+5
| +0.1% | +$580 | 0.04% | 289 |
|
|
2023
Q3 | $624K | Sell |
5,210
-42
| -0.8% | -$5.03K | 0.05% | 266 |
|
|
2023
Q2 | $544K | Sell |
5,252
-1,791
| -25% | -$186K | 0.04% | 283 |
|
|
2023
Q1 | $699K | Buy |
7,043
+170
| +2% | +$16.9K | 0.06% | 237 |
|
|
2022
Q4 | $811K | Buy |
6,873
+1,487
| +28% | +$175K | 0.07% | 197 |
|
|
2022
Q3 | $551K | Sell |
5,386
-263
| -5% | -$26.9K | 0.06% | 215 |
|
|
2022
Q2 | $507K | Sell |
5,649
-1,020
| -15% | -$91.5K | 0.05% | 239 |
|
|
2022
Q1 | $667K | Sell |
6,669
-793
| -11% | -$79.3K | 0.05% | 215 |
|
|
2021
Q4 | $539K | Buy |
7,462
+3,951
| +113% | +$285K | 0.04% | 223 |
|
|
2021
Q3 | $238K | Sell |
3,511
-100
| -3% | -$6.78K | 0.02% | 275 |
|
|
2021
Q2 | $220K | Buy |
+3,611
| New | +$220K | 0.02% | 307 |
|
|
2020
Q1 | – | Sell |
-4,336
| Closed | -$282K | – | 202 |
|
|
2019
Q4 | $282K | Buy |
+4,336
| New | +$282K | 0.05% | 170 |
|