Baker Tilly 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 | – | Sell |
-3,355
| Closed | -$211K | – | 273 |
|
|
2024
Q2 | $211K | Sell |
3,355
-16,154
| -83% | -$1.02M | 0.09% | 262 |
|
|
2024
Q1 | $1.27M | Buy |
19,509
+6,124
| +46% | +$398K | 0.23% | 100 |
|
|
2023
Q4 | $799K | Buy |
+13,385
| New | +$799K | 0.13% | 173 |
|
|
2023
Q1 | – | Sell |
-6,277
| Closed | -$395K | – | 567 |
|
|
2022
Q4 | $395K | Sell |
6,277
-248
| -4% | -$15.6K | 0.05% | 384 |
|
|
2022
Q3 | $401K | Buy |
+6,525
| New | +$401K | 0.05% | 346 |
|
|
2022
Q1 | – | Sell |
-1,388
| Closed | -$40K | – | 552 |
|
|
2021
Q4 | $40K | Buy |
+1,388
| New | +$40K | ﹤0.01% | 523 |
|