Waterway Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
3,191
-4,373
| -58% | -$392K | 0.09% | 71 |
|
|
2025
Q1 | $794K | Buy |
7,564
+4,512
| +148% | +$474K | 0.33% | 31 |
|
|
2024
Q4 | $303K | Sell |
3,052
-36
| -1% | -$3.57K | 0.13% | 65 |
|
|
2024
Q3 | $325K | Sell |
3,088
-39
| -1% | -$4.11K | 0.14% | 55 |
|
|
2024
Q2 | $358K | Sell |
3,127
-499
| -14% | -$57.1K | 0.18% | 47 |
|
|
2024
Q1 | $462K | Buy |
3,626
+77
| +2% | +$9.8K | 0.2% | 41 |
|
|
2023
Q4 | $412K | Buy |
+3,549
| New | +$412K | 0.17% | 43 |
|