Carson Wealth (CWM LLC)’s Occidental Petroleum Corporation Warrants to Purchase Common Stock OXY.WS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$53K Buy
2,575
+107
+4% +$2.2K ﹤0.01% 3235
2025
Q1
$68K Sell
2,468
-17
-0.7% -$468 ﹤0.01% 2721
2024
Q4
$68K Buy
2,485
+1,350
+119% +$36.9K ﹤0.01% 2566
2024
Q3
$34K Sell
1,135
-270
-19% -$8.09K ﹤0.01% 2995
2024
Q2
$58K Sell
1,405
-11
-0.8% -$454 ﹤0.01% 2369
2024
Q1
$61K Buy
1,416
+52
+4% +$2.24K ﹤0.01% 2170
2023
Q4
$53K Buy
1,364
+97
+8% +$3.77K ﹤0.01% 2139
2023
Q3
$55K Buy
1,267
+218
+21% +$9.46K ﹤0.01% 2003
2023
Q2
$39K Buy
1,049
+13
+1% +$483 ﹤0.01% 2163
2023
Q1
$42K Buy
1,036
+247
+31% +$10K ﹤0.01% 1988
2022
Q4
$33K Buy
789
+30
+4% +$1.26K ﹤0.01% 2021
2022
Q3
$30K Sell
759
-90
-11% -$3.56K ﹤0.01% 1962
2022
Q2
$31K Buy
849
+100
+13% +$3.65K ﹤0.01% 1864
2022
Q1
$26K Buy
749
+405
+118% +$14.1K ﹤0.01% 1921
2021
Q4
$4K Buy
+344
New +$4K ﹤0.01% 2854
2021
Q2
$5K Hold
382
﹤0.01% 2353
2021
Q1
$5K Hold
382
﹤0.01% 2353
2020
Q4
$5K Hold
382
﹤0.01% 2353
2020
Q3
$5K Hold
382
﹤0.01% 2353
2020
Q2
$5K Hold
382
﹤0.01% 2353
2020
Q1
$5K Hold
382
﹤0.01% 2353
2019
Q4
$5K Hold
382
﹤0.01% 2353
2019
Q3
$5K Hold
382
﹤0.01% 2353
2019
Q2
$5K Hold
382
﹤0.01% 2353
2019
Q1
$5K Buy
+382
New +$5K ﹤0.01% 2353