Focused 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
Q1 | – | Sell |
-28
| Closed | -$1.67K | – | 675 |
|
|
2023
Q4 | $1.67K | Buy |
+28
| New | +$1.67K | ﹤0.01% | 775 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 979 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 979 |
|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$35K | – | 894 |
|
|
2020
Q4 | $35K | Hold |
2,000
| – | – | 0.01% | 385 |
|
|
2020
Q3 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 415 |
|
|
2020
Q2 | $37K | Hold |
2,000
| – | – | 0.01% | 337 |
|
|
2020
Q1 | $23K | Buy |
+2,000
| New | +$23K | 0.01% | 353 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$2K | – | 729 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 614 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 618 |
|
|
2019
Q1 | $3K | Sell |
50
-1,100
| -96% | -$66K | ﹤0.01% | 581 |
|
|
2018
Q4 | $71K | Hold |
1,150
| – | – | 0.02% | 258 |
|
|
2018
Q3 | $94K | Sell |
1,150
-2,000
| -63% | -$163K | 0.03% | 235 |
|
|
2018
Q2 | $264K | Hold |
3,150
| – | – | 0.09% | 125 |
|
|
2018
Q1 | $205K | Hold |
3,150
| – | – | 0.07% | 152 |
|
|
2017
Q4 | $232K | Buy |
3,150
+3,050
| +3,050% | +$225K | 0.07% | 136 |
|
|
2017
Q3 | $6K | Sell |
100
-3,050
| -97% | -$183K | ﹤0.01% | 487 |
|
|
2017
Q2 | $189K | Buy |
3,150
+3,100
| +6,200% | +$186K | 0.07% | 141 |
|
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 581 |
|
|
2016
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 567 |
|
|
2016
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 555 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 547 |
|
|
2016
Q1 | $3K | Sell |
50
-100
| -67% | -$6K | ﹤0.01% | 531 |
|
|
2015
Q4 | $10K | Sell |
150
-53
| -26% | -$3.53K | 0.01% | 408 |
|
|
2015
Q3 | $13K | Sell |
203
-109
| -35% | -$6.98K | 0.01% | 354 |
|
|
2015
Q2 | $24K | Sell |
312
-40
| -11% | -$3.08K | 0.01% | 286 |
|
|
2015
Q1 | $26K | Buy |
352
+109
| +45% | +$8.05K | 0.02% | 279 |
|
|
2014
Q4 | $20K | Sell |
243
-272
| -53% | -$22.4K | 0.01% | 308 |
|
|
2014
Q3 | $47K | Hold |
515
| – | – | 0.04% | 195 |
|
|
2014
Q2 | $51K | Hold |
515
| – | – | 0.04% | 182 |
|
|
2014
Q1 | $47K | Hold |
515
| – | – | 0.04% | 171 |
|
|
2013
Q4 | $47K | Sell |
515
-52
| -9% | -$4.75K | 0.04% | 171 |
|
|
2013
Q3 | $51K | Buy |
+567
| New | +$51K | 0.05% | 158 |
|