WR Wealth Planners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $263K | Sell |
2,654
-181
| -6% | -$17.9K | 0.08% | 140 |
|
|
2024
Q3 | $298K | Buy |
2,835
+78
| +3% | +$8.21K | 0.08% | 147 |
|
|
2024
Q2 | $315K | Buy |
2,757
+41
| +2% | +$4.69K | 0.1% | 129 |
|
|
2024
Q1 | $346K | Buy |
2,716
+125
| +5% | +$15.9K | 0.11% | 125 |
|
|
2023
Q4 | $301K | Buy |
2,591
+177
| +7% | +$20.5K | 0.11% | 143 |
|
|
2023
Q3 | $289K | Buy |
2,414
+93
| +4% | +$11.1K | 0.11% | 138 |
|
|
2023
Q2 | $241K | Sell |
2,321
-50
| -2% | -$5.18K | 0.09% | 151 |
|
|
2023
Q1 | $235K | Buy |
2,371
+1,497
| +171% | +$149K | 0.1% | 140 |
|
|
2022
Q4 | $103K | Buy |
874
+1
| +0.1% | +$118 | 0.06% | 136 |
|
|
2022
Q3 | $89.3K | Buy |
873
+4
| +0.5% | +$409 | 0.06% | 132 |
|
|
2022
Q2 | $78K | Buy |
869
+23
| +3% | +$2.07K | 0.05% | 143 |
|
|
2022
Q1 | $84.6K | Buy |
+846
| New | +$84.6K | 0.05% | 138 |
|