WOSD
WFA of San Diego’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.7K | Buy |
+955
| New | +$85.7K | 0.06% | 152 |
|
|
2024
Q3 | $79.5K | Hold |
755
| – | – | 0.07% | 144 |
|
|
2024
Q2 | $86.4K | Buy |
+755
| New | +$86.4K | 0.08% | 130 |
|
|
2023
Q3 | $90.4K | Hold |
755
| – | – | 0.09% | 122 |
|
|
2023
Q2 | $78.2K | Buy |
+755
| New | +$78.2K | 0.08% | 130 |
|
|
2023
Q1 | – | Sell |
-942
| Closed | -$111K | – | 124 |
|
|
2022
Q4 | $111K | Buy |
+942
| New | +$111K | 0.09% | 131 |
|
|
2022
Q3 | – | Sell |
-742
| Closed | -$67K | – | 138 |
|
|
2022
Q2 | $67K | Buy |
+742
| New | +$67K | 0.06% | 150 |
|