Welch Capital Partners’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,936
Closed -$203K 22
2025
Q1
$203K Buy
+1,936
New +$203K 0.05% 22
2024
Q4
Sell
-1,936
Closed -$204K 22
2024
Q3
$204K Hold
1,936
0.05% 22
2024
Q2
$221K Buy
+1,936
New +$221K 0.05% 20