Madison Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.18M | Hold |
18,200
| – | – | 0.25% | 90 |
|
2023
Q2 | $1.07M | Buy |
18,200
+2,950
| +19% | +$173K | 0.22% | 91 |
|
2023
Q1 | $952K | Sell |
15,250
-10
| -0.1% | -$624 | 0.21% | 91 |
|
2022
Q4 | $961K | Buy |
15,260
+160
| +1% | +$10.1K | 0.22% | 89 |
|
2022
Q3 | $928K | Buy |
15,100
+8,200
| +119% | +$504K | 0.23% | 88 |
|
2022
Q2 | $406K | Buy |
+6,900
| New | +$406K | 0.1% | 117 |
|