Joel Isaacson & Co’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,091
| Closed | -$252K | – | 411 |
|
|
2024
Q4 | $252K | Buy |
5,091
+11
| +0.2% | +$544 | 0.01% | 327 |
|
|
2024
Q3 | $262K | Sell |
5,080
-221
| -4% | -$11.4K | 0.01% | 309 |
|
|
2024
Q2 | $334K | Buy |
5,301
+9
| +0.2% | +$567 | 0.02% | 263 |
|
|
2024
Q1 | $344K | Buy |
5,292
+258
| +5% | +$16.8K | 0.02% | 258 |
|
|
2023
Q4 | $301K | Buy |
5,034
+7
| +0.1% | +$418 | 0.02% | 251 |
|
|
2023
Q3 | $326K | Buy |
5,027
+8
| +0.2% | +$519 | 0.02% | 238 |
|
|
2023
Q2 | $295K | Buy |
5,019
+7
| +0.1% | +$412 | 0.02% | 257 |
|
|
2023
Q1 | $313K | Buy |
5,012
+5
| +0.1% | +$312 | 0.02% | 249 |
|
|
2022
Q4 | $315K | Sell |
5,007
-195
| -4% | -$12.3K | 0.02% | 236 |
|
|
2022
Q3 | $320K | Buy |
5,202
+6
| +0.1% | +$369 | 0.03% | 217 |
|
|
2022
Q2 | $306K | Buy |
5,196
+552
| +12% | +$32.5K | 0.03% | 231 |
|
|
2022
Q1 | $285K | Buy |
+4,644
| New | +$285K | 0.02% | 263 |
|
|
2017
Q1 | – | Sell |
-1,575
| Closed | -$112K | – | 426 |
|
|
2016
Q4 | $112K | Hold |
1,575
| – | – | 0.02% | 214 |
|
|
2016
Q3 | $115K | Hold |
1,575
| – | – | 0.02% | 219 |
|
|
2016
Q2 | $119K | Hold |
1,575
| – | – | 0.03% | 213 |
|
|
2016
Q1 | $108K | Sell |
1,575
-3
| -0.2% | -$206 | 0.02% | 230 |
|
|
2015
Q4 | $106K | Hold |
1,578
| – | – | 0.03% | 219 |
|
|
2015
Q3 | $104K | Sell |
1,578
-166
| -10% | -$10.9K | 0.03% | 223 |
|
|
2015
Q2 | $135K | Buy |
1,744
+166
| +11% | +$12.9K | 0.03% | 216 |
|
|
2015
Q1 | $115K | Hold |
1,578
| – | – | 0.03% | 234 |
|
|
2014
Q4 | $127K | Sell |
1,578
-66
| -4% | -$5.31K | 0.03% | 205 |
|
|
2014
Q3 | $151K | Hold |
1,644
| – | – | 0.05% | 158 |
|
|
2014
Q2 | $162K | Hold |
1,644
| – | – | 0.05% | 152 |
|
|
2014
Q1 | $150K | Hold |
1,644
| – | – | 0.05% | 153 |
|
|
2013
Q4 | $150K | Hold |
1,644
| – | – | 0.05% | 144 |
|
|
2013
Q3 | $147K | Buy |
1,644
+1,253
| +320% | +$112K | 0.06% | 133 |
|
|
2013
Q2 | $33K | Buy |
+391
| New | +$33K | 0.02% | 268 |
|