Montag & Associates’s Occidental Petroleum Corporation Warrants to Purchase Common Stock OXY.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87K | Hold |
235
| – | – | ﹤0.01% | 799 |
|
|
2025
Q1 | $6.5K | Sell |
235
-1
| -0.4% | -$28 | ﹤0.01% | 824 |
|
|
2024
Q4 | $6.5K | Hold |
236
| – | – | ﹤0.01% | 821 |
|
|
2024
Q3 | $7.01K | Hold |
236
| – | – | ﹤0.01% | 845 |
|
|
2024
Q2 | $9.71K | Hold |
236
| – | – | ﹤0.01% | 775 |
|
|
2024
Q1 | $10.2K | Sell |
236
-90
| -28% | -$3.88K | ﹤0.01% | 760 |
|
|
2023
Q4 | $12.7K | Hold |
326
| – | – | ﹤0.01% | 741 |
|
|
2023
Q3 | $14.1K | Hold |
326
| – | – | ﹤0.01% | 696 |
|
|
2023
Q2 | $12.2K | Hold |
326
| – | – | ﹤0.01% | 721 |
|
|
2023
Q1 | $13.4K | Hold |
326
| – | – | ﹤0.01% | 706 |
|
|
2022
Q4 | $13.4K | Hold |
326
| – | – | ﹤0.01% | 701 |
|
|
2022
Q3 | $13K | Hold |
326
| – | – | ﹤0.01% | 706 |
|
|
2022
Q2 | $12K | Hold |
326
| – | – | ﹤0.01% | 689 |
|
|
2022
Q1 | $11K | Sell |
326
-79
| -20% | -$2.67K | ﹤0.01% | 714 |
|
|
2021
Q4 | $5K | Hold |
405
| – | – | ﹤0.01% | 770 |
|
|
2021
Q3 | $5K | Hold |
405
| – | – | ﹤0.01% | 767 |
|
|
2021
Q2 | $6K | Hold |
405
| – | – | ﹤0.01% | 760 |
|
|
2021
Q1 | $5K | Hold |
405
| – | – | ﹤0.01% | 768 |
|
|
2020
Q4 | $3K | Buy |
+405
| New | +$3K | ﹤0.01% | 759 |
|