Evergreen 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 |
-13,239
| Closed | -$834K | – | 58 |
|
|
2024
Q2 | $834K | Hold |
13,239
| – | – | 0.55% | 48 |
|
|
2024
Q1 | $860K | Hold |
13,239
| – | – | 0.58% | 47 |
|
|
2023
Q4 | $790K | Buy |
13,239
+272
| +2% | +$16.2K | 0.58% | 49 |
|
|
2023
Q3 | $841K | Buy |
12,967
+229
| +2% | +$14.9K | 0.66% | 47 |
|
|
2023
Q2 | $749K | Buy |
12,738
+2,340
| +23% | +$138K | 0.59% | 46 |
|
|
2023
Q1 | $649K | Buy |
10,398
+371
| +4% | +$23.2K | 0.58% | 45 |
|
|
2022
Q4 | $632K | Buy |
+10,027
| New | +$632K | 0.58% | 47 |
|