WR Wealth Planners’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$263K Sell
2024
Q3
$298K Buy
2024
Q2
$315K Buy
2024
Q1
$346K Buy
2023
Q4
$301K Buy
2023
Q3
$289K Buy
2023
Q2
$241K Sell
2023
Q1
$235K Buy
2022
Q4
$103K Buy
2022
Q3
$89.3K Buy
2022
Q2
$78K Buy
2022
Q1
$84.6K Buy