EWM
Evercore Wealth Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,208
| Closed | -$215K | – | 400 |
|
|
2019
Q4 | $215K | Sell |
5,208
-1,640
| -24% | -$67.7K | 0.01% | 381 |
|
|
2019
Q3 | $305K | Sell |
6,848
-7,213
| -51% | -$321K | 0.01% | 339 |
|
|
2019
Q2 | $707K | Buy |
14,061
+3,933
| +39% | +$198K | 0.02% | 239 |
|
|
2019
Q1 | $670K | Sell |
10,128
-3,028
| -23% | -$200K | 0.02% | 241 |
|
|
2018
Q4 | $807K | Sell |
13,156
-339
| -3% | -$20.8K | 0.03% | 200 |
|
|
2018
Q3 | $1.11M | Sell |
13,495
-1,282
| -9% | -$105K | 0.04% | 188 |
|
|
2018
Q2 | $1.24M | Buy |
14,777
+6,290
| +74% | +$527K | 0.04% | 178 |
|
|
2018
Q1 | $552K | Sell |
8,487
-812
| -9% | -$52.8K | 0.02% | 234 |
|
|
2017
Q4 | $685K | Sell |
9,299
-311
| -3% | -$22.9K | 0.03% | 223 |
|
|
2017
Q3 | $617K | Sell |
9,610
-483
| -5% | -$31K | 0.02% | 227 |
|
|
2017
Q2 | $604K | Sell |
10,093
-3,530
| -26% | -$211K | 0.02% | 233 |
|
|
2017
Q1 | $864K | Buy |
13,623
+3,834
| +39% | +$243K | 0.03% | 197 |
|
|
2016
Q4 | $697K | Buy |
9,789
+2,428
| +33% | +$173K | 0.03% | 219 |
|
|
2016
Q3 | $537K | Sell |
7,361
-4
| -0.1% | -$292 | 0.02% | 242 |
|
|
2016
Q2 | $556K | Buy |
7,365
+265
| +4% | +$20K | 0.02% | 229 |
|
|
2016
Q1 | $486K | Sell |
7,100
-5,013
| -41% | -$343K | 0.02% | 243 |
|
|
2015
Q4 | $819K | Sell |
12,113
-897
| -7% | -$60.6K | 0.04% | 200 |
|
|
2015
Q3 | $859K | Sell |
13,010
-769
| -6% | -$50.8K | 0.04% | 194 |
|
|
2015
Q2 | $1.07M | Sell |
13,779
-3,041
| -18% | -$236K | 0.05% | 194 |
|
|
2015
Q1 | $1.23M | Sell |
16,820
-515
| -3% | -$37.6K | 0.06% | 173 |
|
|
2014
Q4 | $1.4M | Buy |
17,335
+168
| +1% | +$13.5K | 0.07% | 149 |
|
|
2014
Q3 | $1.65M | Buy |
17,167
+1,497
| +10% | +$144K | 0.08% | 151 |
|
|
2014
Q2 | $1.61M | Buy |
15,670
+462
| +3% | +$47.4K | 0.08% | 147 |
|
|
2014
Q1 | $1.45M | Sell |
15,208
-10,495
| -41% | -$999K | 0.08% | 154 |
|
|
2013
Q4 | $2.44M | Buy |
25,703
+8,186
| +47% | +$778K | 0.13% | 130 |
|
|
2013
Q3 | $1.64M | Buy |
17,517
+15
| +0.1% | +$1.4K | 0.09% | 175 |
|
|
2013
Q2 | $1.56M | Buy |
+17,502
| New | +$1.56M | 0.09% | 173 |
|