1858 Wealth Management’s Occidental Petroleum OXY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,979	Closed	-$669K	–	132
2024 Q3	$669K	Buy	12,979 +279	+2%	+$14.4K	0.55%	52
2024 Q2	$800K	Buy	12,700 +2,302	+22%	+$145K	0.66%	45
2024 Q1	$621K	Hold	10,398	–	–	0.59%	55
2023 Q4	$621K	Buy	+10,398	New	+$621K	0.59%	55