Wealth Management Associates’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
8,714
+2,666
| +44% | +$239K | 0.3% | 66 |
|
|
2025
Q1 | $635K | Sell |
6,048
-225
| -4% | -$23.6K | 0.27% | 72 |
|
|
2024
Q4 | $622K | Buy |
6,273
+37
| +0.6% | +$3.67K | 0.27% | 73 |
|
|
2024
Q3 | $656K | Sell |
6,236
-307
| -5% | -$32.3K | 0.29% | 70 |
|
|
2024
Q2 | $748K | Hold |
6,543
| – | – | 0.35% | 62 |
|
|
2024
Q1 | $748K | Sell |
6,543
-5,252
| -45% | -$601K | 0.35% | 62 |
|
|
2023
Q4 | $1.37M | Buy |
11,795
+101
| +0.9% | +$11.7K | 0.72% | 31 |
|
|
2023
Q3 | $1.4M | Buy |
11,694
+449
| +4% | +$53.8K | 0.82% | 27 |
|
|
2023
Q2 | $1.17M | Buy |
11,245
+1,605
| +17% | +$166K | 0.66% | 35 |
|
|
2023
Q1 | $956K | Sell |
9,640
-79
| -0.8% | -$7.84K | 0.59% | 41 |
|
|
2022
Q4 | $1.15M | Sell |
9,719
-372
| -4% | -$43.9K | 0.76% | 31 |
|
|
2022
Q3 | $1.03M | Buy |
10,091
+371
| +4% | +$38K | 0.73% | 31 |
|
|
2022
Q2 | $873K | Sell |
9,720
-60
| -0.6% | -$5.39K | 0.6% | 38 |
|
|
2022
Q1 | $978K | Buy |
9,780
+1,388
| +17% | +$139K | 0.55% | 41 |
|
|
2021
Q4 | $606K | Buy |
8,392
+171
| +2% | +$12.3K | 0.33% | 79 |
|
|
2021
Q3 | $557K | Buy |
8,221
+1,227
| +18% | +$83.2K | 0.33% | 76 |
|
|
2021
Q2 | $426K | Buy |
6,994
+1,752
| +33% | +$107K | 0.24% | 112 |
|
|
2021
Q1 | $278K | Buy |
+5,242
| New | +$278K | 0.18% | 137 |
|