Wealthspire Advisors (New York)’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
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|
2025
Q1 | $814K | Buy |
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|
2024
Q4 | $716K | Sell |
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|
2024
Q3 | $931K | Buy |
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|
2024
Q2 | $932K | Buy |
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|
2024
Q1 | $955K | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $524K | Sell |
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|
2022
Q4 | $726K | Buy |
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|
2022
Q3 | $324K | Sell |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $617K | Sell |
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|
2021
Q3 | $901K | Buy |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $445K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $495K | Buy |
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|
2019
Q4 | $316K | Buy |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $52K | Buy |
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