Concord Wealth Partners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4K | Hold |
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|
2025
Q1 | $32.2K | Hold |
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|
2024
Q4 | $32.3K | Hold |
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|
2024
Q3 | $33.7K | Hold |
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|
2024
Q2 | $41.2K | Hold |
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|
2024
Q1 | $42.4K | Hold |
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|
2023
Q4 | $39K | Sell |
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|
2023
Q3 | $54.6K | Hold |
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|
2023
Q2 | $49.5K | Hold |
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|
2023
Q1 | $52.6K | Sell |
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|
2022
Q4 | $55.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $31K | Buy |
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|
2021
Q3 | $21K | Sell |
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|
2021
Q2 | $27K | Buy |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $9K | Buy |
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