Parisi Gray 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
Q4 | – | Sell |
-5,292
| Closed | -$343K | – | 104 |
|
|
2023
Q3 | $343K | Buy |
5,292
+1,047
| +25% | +$67.9K | 0.16% | 80 |
|
|
2023
Q2 | $265K | Hold |
4,245
| – | – | 0.12% | 85 |
|
|
2023
Q1 | $265K | Buy |
4,245
+408
| +11% | +$25.5K | 0.16% | 70 |
|
|
2022
Q4 | $242K | Buy |
3,837
+204
| +6% | +$12.9K | 0.12% | 90 |
|
|
2022
Q3 | $223K | Buy |
+3,633
| New | +$223K | 0.17% | 77 |
|
|
2021
Q3 | – | Sell |
-334
| Closed | -$10K | – | 409 |
|
|
2021
Q2 | $10K | Buy |
+334
| New | +$10K | ﹤0.01% | 448 |
|
|
2019
Q2 | – | Sell |
-487
| Closed | -$32K | – | 341 |
|
|
2019
Q1 | $32K | Sell |
487
-64
| -12% | -$4.21K | 0.02% | 265 |
|
|
2018
Q4 | $33K | Hold |
551
| – | – | 0.02% | 261 |
|
|
2018
Q3 | $45K | Hold |
551
| – | – | 0.03% | 238 |
|
|
2018
Q2 | $46K | Hold |
551
| – | – | 0.03% | 242 |
|
|
2018
Q1 | $37K | Hold |
551
| – | – | 0.03% | 259 |
|
|
2017
Q4 | $41K | Buy |
+551
| New | +$41K | 0.03% | 244 |
|