True Wealth Design, LLC COP Holdings History
True Wealth Design, LLC's ConocoPhillips Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 3,233.00 shares of ConocoPhillips(COP), totaling $339,550.00. This investment constitutes 0.13% of their stock portfolio, and True Wealth Design, LLC now holds 0% of the outstanding ConocoPhillips(COP) stock.
The initial trade took place in 2022Q4. And since then True Wealth Design, LLC has made 4 purchases of COP, at an average price of $115.21, for a total of 10,347.00 shares. In addition, there have been 2 sales at an average price of $109.30 for 7,114.00 shares. Based on historical transaction data and COP's current price of $91.71, True Wealth Design, LLC's estimated gain on his COP holdings is $-118,010.64, reflecting a -9.90% gain to date.
True Wealth Design, LLC COP ($91.71) Holding Chart
True Wealth Design, LLC COP ($91.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
