High Net Worth Advisory Group’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,531
| Closed | -$211K | – | 218 |
|
|
2023
Q4 | $211K | Sell |
3,531
-1,365
| -28% | -$81.5K | 0.08% | 186 |
|
|
2023
Q3 | $318K | Hold |
4,896
| – | – | 0.13% | 135 |
|
|
2023
Q2 | $288K | Hold |
4,896
| – | – | 0.11% | 147 |
|
|
2023
Q1 | $306K | Buy |
4,896
+4,300
| +721% | +$268K | 0.12% | 143 |
|
|
2022
Q4 | $37.5K | Hold |
596
| – | – | 0.01% | 365 |
|
|
2022
Q3 | $37K | Hold |
596
| – | – | 0.02% | 376 |
|
|
2022
Q2 | $35K | Hold |
596
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $34K | Hold |
596
| – | – | 0.01% | 389 |
|
|
2021
Q4 | $17K | Buy |
+596
| New | +$17K | 0.01% | 484 |
|