BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-93
| Closed | -$5.78K | – | 1015 |
|
|
2023
Q1 | $5.78K | Buy |
93
+2
| +2% | +$124 | ﹤0.01% | 673 |
|
|
2022
Q4 | $5.76K | Sell |
91
-49
| -35% | -$3.1K | ﹤0.01% | 653 |
|
|
2022
Q3 | $9K | Buy |
140
+50
| +56% | +$3.21K | ﹤0.01% | 591 |
|
|
2022
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 709 |
|
|
2022
Q1 | $5K | Sell |
90
-297
| -77% | -$16.5K | ﹤0.01% | 731 |
|
|
2021
Q4 | $11K | Buy |
387
+300
| +345% | +$8.53K | ﹤0.01% | 648 |
|
|
2021
Q3 | $3K | Hold |
87
| – | – | ﹤0.01% | 835 |
|
|
2021
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 774 |
|
|
2021
Q1 | $2K | Hold |
87
| – | – | ﹤0.01% | 794 |
|
|
2020
Q4 | $2K | Sell |
87
-78
| -47% | -$1.79K | ﹤0.01% | 791 |
|
|
2020
Q3 | $2K | Sell |
165
-1,306
| -89% | -$15.8K | ﹤0.01% | 717 |
|
|
2020
Q2 | $27K | Sell |
1,471
-1,041
| -41% | -$19.1K | ﹤0.01% | 424 |
|
|
2020
Q1 | $29K | Buy |
2,512
+78
| +3% | +$900 | 0.01% | 383 |
|
|
2019
Q4 | $100K | Sell |
2,434
-561
| -19% | -$23K | 0.02% | 274 |
|
|
2019
Q3 | $133K | Sell |
2,995
-3,670
| -55% | -$163K | 0.03% | 237 |
|
|
2019
Q2 | $335K | Buy |
6,665
+406
| +6% | +$20.4K | 0.07% | 165 |
|
|
2019
Q1 | $414K | Buy |
6,259
+759
| +14% | +$50.2K | 0.08% | 142 |
|
|
2018
Q4 | $338K | Sell |
5,500
-1,236
| -18% | -$76K | 0.08% | 138 |
|
|
2018
Q3 | $553K | Buy |
6,736
+825
| +14% | +$67.7K | 0.12% | 122 |
|
|
2018
Q2 | $495K | Sell |
5,911
-12
| -0.2% | -$1.01K | 0.11% | 124 |
|
|
2018
Q1 | $385K | Sell |
5,923
-105
| -2% | -$6.83K | 0.11% | 126 |
|
|
2017
Q4 | $444K | Sell |
6,028
-1,183
| -16% | -$87.1K | 0.11% | 131 |
|
|
2017
Q3 | $463K | Buy |
7,211
+2,272
| +46% | +$146K | 0.12% | 131 |
|
|
2017
Q2 | $296K | Buy |
4,939
+23
| +0.5% | +$1.38K | 0.08% | 140 |
|
|
2017
Q1 | $311K | Hold |
4,916
| – | – | 0.09% | 139 |
|
|
2016
Q4 | $350K | Buy |
4,916
+1,113
| +29% | +$79.2K | 0.12% | 132 |
|
|
2016
Q3 | $277K | Sell |
3,803
-428
| -10% | -$31.2K | 0.1% | 136 |
|
|
2016
Q2 | $320K | Hold |
4,231
| – | – | 0.14% | 122 |
|
|
2016
Q1 | $290K | Buy |
+4,231
| New | +$290K | 0.17% | 122 |
|