WDG
Wealth Dimensions Group’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
3,825
+27
| +0.7% | +$2.42K | 0.08% | 121 |
|
|
2025
Q1 | $399K | Sell |
3,798
-117
| -3% | -$12.3K | 0.1% | 107 |
|
|
2024
Q4 | $388K | Buy |
3,915
+1,277
| +48% | +$127K | 0.1% | 103 |
|
|
2024
Q3 | $278K | Sell |
2,638
-231
| -8% | -$24.3K | 0.07% | 120 |
|
|
2024
Q2 | $328K | Buy |
2,869
+1
| +0% | +$114 | 0.09% | 103 |
|
|
2024
Q1 | $365K | Sell |
2,868
-56
| -2% | -$7.13K | 0.11% | 99 |
|
|
2023
Q4 | $339K | Buy |
2,924
+5
| +0.2% | +$580 | 0.11% | 103 |
|
|
2023
Q3 | $350K | Buy |
2,919
+93
| +3% | +$11.1K | 0.13% | 96 |
|
|
2023
Q2 | $293K | Sell |
2,826
-117
| -4% | -$12.1K | 0.11% | 109 |
|
|
2023
Q1 | $292K | Buy |
2,943
+105
| +4% | +$10.4K | 0.11% | 103 |
|
|
2022
Q4 | $335K | Buy |
2,838
+6
| +0.2% | +$708 | 0.14% | 97 |
|
|
2022
Q3 | $290K | Buy |
2,832
+77
| +3% | +$7.89K | 0.14% | 94 |
|
|
2022
Q2 | $247K | Buy |
2,755
+174
| +7% | +$15.6K | 0.12% | 105 |
|
|
2022
Q1 | $258K | Buy |
+2,581
| New | +$258K | 0.12% | 116 |
|