WRPWM
Werba Rubin Papier Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
3,987
+257
| +7% | +$23.1K | 0.07% | 137 |
|
|
2025
Q1 | $392K | Sell |
3,730
-219
| -6% | -$23K | 0.09% | 118 |
|
|
2024
Q4 | $392K | Buy |
3,949
+164
| +4% | +$16.3K | 0.09% | 117 |
|
|
2024
Q3 | $398K | Buy |
3,785
+113
| +3% | +$11.9K | 0.09% | 116 |
|
|
2024
Q2 | $420K | Buy |
3,672
+730
| +25% | +$83.5K | 0.12% | 98 |
|
|
2024
Q1 | $374K | Hold |
2,942
| – | – | 0.11% | 91 |
|
|
2023
Q4 | $341K | Sell |
2,942
-2
| -0.1% | -$232 | 0.12% | 75 |
|
|
2023
Q3 | $354K | Hold |
2,944
| – | – | 0.13% | 78 |
|
|
2023
Q2 | $305K | Buy |
2,944
+57
| +2% | +$5.91K | 0.11% | 85 |
|
|
2023
Q1 | $288K | Buy |
2,887
+13
| +0.5% | +$1.3K | 0.11% | 78 |
|
|
2022
Q4 | $341K | Buy |
+2,874
| New | +$341K | 0.14% | 68 |
|