Morse Asset 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
Q4 | – | Sell |
-17,905
| Closed | -$1.16M | – | 135 |
|
|
2023
Q3 | $1.16M | Buy |
17,905
+2,080
| +13% | +$135K | 0.37% | 72 |
|
|
2023
Q2 | $931K | Sell |
15,825
-675
| -4% | -$39.7K | 0.28% | 82 |
|
|
2023
Q1 | $1.03M | Buy |
16,500
+1,500
| +10% | +$93.6K | 0.35% | 72 |
|
|
2022
Q4 | $945K | Buy |
15,000
+2,000
| +15% | +$126K | 0.34% | 76 |
|
|
2022
Q3 | $799K | Buy |
+13,000
| New | +$799K | 0.3% | 83 |
|
|
2018
Q4 | – | Sell |
-2,500
| Closed | -$205K | – | 131 |
|
|
2018
Q3 | $205K | Hold |
2,500
| – | – | 0.05% | 131 |
|
|
2018
Q2 | $209K | Buy |
+2,500
| New | +$209K | 0.06% | 133 |
|
|
2017
Q2 | – | Sell |
-3,800
| Closed | -$241K | – | 132 |
|
|
2017
Q1 | $241K | Buy |
+3,800
| New | +$241K | 0.08% | 121 |
|