Eads & Heald 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 |
-3,540
| Closed | -$223K | – | 148 |
|
|
2024
Q2 | $223K | Sell |
3,540
-150
| -4% | -$9.45K | 0.11% | 138 |
|
|
2024
Q1 | $240K | Sell |
3,690
-115
| -3% | -$7.48K | 0.11% | 132 |
|
|
2023
Q4 | $227K | Sell |
3,805
-1,070
| -22% | -$63.8K | 0.11% | 139 |
|
|
2023
Q3 | $316K | Buy |
4,875
+615
| +14% | +$39.9K | 0.17% | 121 |
|
|
2023
Q2 | $250K | Buy |
4,260
+445
| +12% | +$26.1K | 0.12% | 133 |
|
|
2023
Q1 | $238K | Buy |
+3,815
| New | +$238K | 0.12% | 135 |
|
|
2019
Q4 | – | Sell |
-6,902
| Closed | -$307K | – | 131 |
|
|
2019
Q3 | $307K | Sell |
6,902
-623
| -8% | -$27.7K | 0.17% | 116 |
|
|
2019
Q2 | $378K | Sell |
7,525
-840
| -10% | -$42.2K | 0.21% | 113 |
|
|
2019
Q1 | $554K | Buy |
8,365
+835
| +11% | +$55.3K | 0.32% | 103 |
|
|
2018
Q4 | $462K | Buy |
7,530
+2,660
| +55% | +$163K | 0.31% | 106 |
|
|
2018
Q3 | $400K | Sell |
4,870
-10
| -0.2% | -$821 | 0.23% | 111 |
|
|
2018
Q2 | $408K | Sell |
4,880
-115
| -2% | -$9.62K | 0.25% | 109 |
|
|
2018
Q1 | $324K | Buy |
+4,995
| New | +$324K | 0.21% | 115 |
|