LWAM
Legacy Wealth Asset Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
13,629
+184
| +1% | +$7.73K | 0.15% | 223 |
|
|
2025
Q1 | $664K | Buy |
13,445
+612
| +5% | +$30.2K | 0.18% | 176 |
|
|
2024
Q4 | $634K | Sell |
12,833
-773
| -6% | -$38.2K | 0.17% | 186 |
|
|
2024
Q3 | $701K | Buy |
13,606
+149
| +1% | +$7.68K | 0.19% | 168 |
|
|
2024
Q2 | $848K | Sell |
13,457
-2,627
| -16% | -$166K | 0.24% | 109 |
|
|
2024
Q1 | $1.05M | Buy |
16,084
+198
| +1% | +$12.9K | 0.29% | 94 |
|
|
2023
Q4 | $949K | Sell |
15,886
-155
| -1% | -$9.26K | 0.31% | 94 |
|
|
2023
Q3 | $1.04M | Sell |
16,041
-38
| -0.2% | -$2.47K | 0.38% | 81 |
|
|
2023
Q2 | $945K | Buy |
16,079
+2,675
| +20% | +$157K | 0.33% | 85 |
|
|
2023
Q1 | $837K | Sell |
13,404
-107
| -0.8% | -$6.68K | 0.3% | 97 |
|
|
2022
Q4 | $851K | Sell |
13,511
-84
| -0.6% | -$5.29K | 0.32% | 97 |
|
|
2022
Q3 | $835K | Sell |
13,595
-10,160
| -43% | -$624K | 0.37% | 87 |
|
|
2022
Q2 | $1.4M | Sell |
23,755
-8,865
| -27% | -$522K | 0.57% | 34 |
|
|
2022
Q1 | $1.85M | Sell |
32,620
-1,827
| -5% | -$104K | 0.66% | 25 |
|
|
2021
Q4 | $999K | Sell |
34,447
-772
| -2% | -$22.4K | 0.34% | 109 |
|
|
2021
Q3 | $1.04M | Buy |
35,219
+369
| +1% | +$10.9K | 0.48% | 57 |
|
|
2021
Q2 | $1.09M | Sell |
34,850
-8,234
| -19% | -$258K | 0.48% | 51 |
|
|
2021
Q1 | $1.15M | Sell |
43,084
-659
| -2% | -$17.5K | 0.53% | 38 |
|
|
2020
Q4 | $757K | Buy |
+43,743
| New | +$757K | 0.38% | 94 |
|