Avidian Wealth Enterprises’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,175
| Closed | -$206K | – | 507 |
|
|
2024
Q1 | $206K | Buy |
+3,175
| New | +$206K | 0.01% | 414 |
|
|
2023
Q4 | – | Sell |
-9,345
| Closed | -$606K | – | 426 |
|
|
2023
Q3 | $606K | Sell |
9,345
-157
| -2% | -$10.2K | 0.04% | 222 |
|
|
2023
Q2 | $559K | Sell |
9,502
-10,911
| -53% | -$642K | 0.04% | 247 |
|
|
2023
Q1 | $1.27M | Buy |
20,413
+999
| +5% | +$62.4K | 0.07% | 172 |
|
|
2022
Q4 | $1.22M | Buy |
19,414
+4,100
| +27% | +$258K | 0.08% | 151 |
|
|
2022
Q3 | $941K | Buy |
15,314
+4,301
| +39% | +$264K | 0.07% | 156 |
|
|
2022
Q2 | $648K | Buy |
11,013
+466
| +4% | +$27.4K | 0.05% | 226 |
|
|
2022
Q1 | $598K | Buy |
+10,547
| New | +$598K | 0.04% | 261 |
|
|
2021
Q3 | – | Sell |
-6,722
| Closed | -$210K | – | 403 |
|
|
2021
Q2 | $210K | Buy |
+6,722
| New | +$210K | 0.02% | 356 |
|