Legacy Wealth Asset Management’s Occidental Petroleum OXY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,629	Closed	-$573K	–	374
2025 Q2	$573K	Buy	13,629 +184	+1%	+$7.69K	0.15%	223
2025 Q1	$664K	Buy	13,445 +612	+5%	+$29.9K	0.18%	176
2024 Q4	$634K	Sell	12,833 -773	-6%	-$39K	0.17%	186
2024 Q3	$701K	Buy	13,606 +149	+1%	+$8.5K	0.19%	168
2024 Q2	$848K	Sell	13,457 -2,627	-16%	-$168K	0.24%	109
2024 Q1	$1.05M	Buy	16,084 +198	+1%	+$11.8K	0.29%	94
2023 Q4	$949K	Sell	15,886 -155	-1%	-$9.46K	0.31%	94
2023 Q3	$1.04M	Sell	16,041 -38	-0.2%	-$2.39K	0.38%	81
2023 Q2	$945K	Buy	16,079 +2,675	+20%	+$160K	0.33%	85
2023 Q1	$837K	Sell	13,404 -107	-0.8%	-$6.65K	0.3%	97
2022 Q4	$851K	Sell	13,511 -84	-0.6%	-$5.72K	0.32%	97
2022 Q3	$835K	Sell	13,595 -10,160	-43%	-$650K	0.37%	87
2022 Q2	$1.4M	Sell	23,755 -8,865	-27%	-$545K	0.57%	34
2022 Q1	$1.85M	Sell	32,620 -1,827	-5%	-$80.8K	0.66%	25
2021 Q4	$999K	Sell	34,447 -772	-2%	-$24.2K	0.34%	109
2021 Q3	$1.04M	Buy	35,219 +369	+1%	+$9.85K	0.48%	57
2021 Q2	$1.09M	Sell	34,850 -8,234	-19%	-$221K	0.48%	51
2021 Q1	$1.15M	Sell	43,084 -659	-2%	-$16.5K	0.53%	38
2020 Q4	$757K	Buy	+43,743	New	+$600K	0.38%	94