9258 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
Q3 | $272K | Hold |
5,270
| – | – | 0.04% | 284 |
|
|
2024
Q2 | $332K | Buy |
5,270
+5
| +0.1% | +$315 | 0.05% | 248 |
|
|
2024
Q1 | $342K | Hold |
5,265
| – | – | 0.05% | 248 |
|
|
2023
Q4 | $314K | Hold |
5,265
| – | – | 0.06% | 249 |
|
|
2023
Q3 | $342K | Buy |
5,265
+84
| +2% | +$5.45K | 0.07% | 227 |
|
|
2023
Q2 | $305K | Buy |
5,181
+42
| +0.8% | +$2.47K | 0.06% | 247 |
|
|
2023
Q1 | $321K | Sell |
5,139
-29
| -0.6% | -$1.81K | 0.06% | 245 |
|
|
2022
Q4 | $326K | Hold |
5,168
| – | – | 0.07% | 235 |
|
|
2022
Q3 | $318K | Sell |
5,168
-58
| -1% | -$3.57K | 0.08% | 230 |
|
|
2022
Q2 | $308K | Hold |
5,226
| – | – | 0.08% | 245 |
|
|
2022
Q1 | $297K | Buy |
+5,226
| New | +$297K | 0.07% | 282 |
|
|
2020
Q4 | – | Sell |
-36,318
| Closed | -$332K | – | 315 |
|
|
2020
Q3 | $332K | Buy |
36,318
+19,805
| +120% | +$181K | 0.13% | 188 |
|
|
2020
Q2 | $302K | Buy |
16,513
+448
| +3% | +$8.19K | 0.12% | 198 |
|
|
2020
Q1 | $227K | Buy |
16,065
+10,597
| +194% | +$150K | 0.1% | 229 |
|
|
2019
Q4 | $225K | Buy |
+5,468
| New | +$225K | 0.08% | 260 |
|