HHM Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7K | Sell |
469
-29
| -6% | -$1.22K | ﹤0.01% | 510 |
|
|
2025
Q1 | $24.6K | Buy |
498
+1
| +0.2% | +$49 | ﹤0.01% | 474 |
|
|
2024
Q4 | $24.6K | Buy |
497
+160
| +47% | +$7.91K | ﹤0.01% | 466 |
|
|
2024
Q3 | $17.4K | Hold |
337
| – | – | ﹤0.01% | 487 |
|
|
2024
Q2 | $21.2K | Buy |
337
+212
| +170% | +$13.4K | ﹤0.01% | 441 |
|
|
2024
Q1 | $8.12K | Hold |
125
| – | – | ﹤0.01% | 556 |
|
|
2023
Q4 | $7.46K | Hold |
125
| – | – | ﹤0.01% | 564 |
|
|
2023
Q3 | $8.11K | Hold |
125
| – | – | ﹤0.01% | 543 |
|
|
2023
Q2 | $7.35K | Buy |
125
+25
| +25% | +$1.47K | ﹤0.01% | 591 |
|
|
2023
Q1 | $6.24K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2022
Q4 | $6.3K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 620 |
|
|
2022
Q1 | $6K | Sell |
100
-176
| -64% | -$10.6K | ﹤0.01% | 597 |
|
|
2021
Q4 | $8K | Hold |
276
| – | – | ﹤0.01% | 534 |
|
|
2021
Q3 | $8K | Hold |
276
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $9K | Hold |
276
| – | – | ﹤0.01% | 483 |
|
|
2021
Q1 | $7K | Hold |
276
| – | – | ﹤0.01% | 478 |
|
|
2020
Q4 | $5K | Hold |
276
| – | – | ﹤0.01% | 467 |
|
|
2020
Q3 | $3K | Sell |
276
-200
| -42% | -$2.17K | ﹤0.01% | 457 |
|
|
2020
Q2 | $9K | Hold |
476
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $6K | Buy |
+476
| New | +$6K | ﹤0.01% | 380 |
|