WealthPlan Investment Management’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-23,739
Closed -$1.22M 272
2024
Q3
$1.22M Buy
+23,739
New +$1.22M 0.12% 116
2023
Q1
Sell
-3,128
Closed -$203K 528
2022
Q4
$203K Hold
3,128
0.01% 374
2022
Q3
$200K Buy
+3,128
New +$200K 0.01% 352