Secure Asset Management’s Occidental Petroleum OXY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,124
Closed -$203K 293
2024
Q1
$203K Sell
3,124
-312
-9% -$20.3K 0.05% 227
2023
Q4
$205K Buy
3,436
+9
+0.3% +$537 0.06% 222
2023
Q3
$222K Sell
3,427
-599
-15% -$38.9K 0.07% 193
2023
Q2
$237K Buy
4,026
+116
+3% +$6.82K 0.07% 171
2023
Q1
$244K Buy
3,910
+201
+5% +$12.5K 0.08% 163
2022
Q4
$234K Buy
3,709
+60
+2% +$3.78K 0.08% 172
2022
Q3
$224K Buy
+3,649
New +$224K 0.13% 128
2020
Q1
Sell
-38,666
Closed -$1.59M 141
2019
Q4
$1.59M Buy
+38,666
New +$1.59M 1.12% 22