Wealthspan Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $852K | Sell |
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|
2025
Q2 | $839K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $737K | Buy |
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|
2022
Q3 | $629K | Buy |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $354K | Buy |
|