WealthPLAN Partners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27,914
| Closed | -$1.76M | – | 284 |
|
|
2024
Q2 | $1.76M | Buy |
27,914
+15,508
| +125% | +$977K | 0.19% | 116 |
|
|
2024
Q1 | $806K | Buy |
+12,406
| New | +$806K | 0.08% | 162 |
|
|
2023
Q3 | – | Sell |
-1,994
| Closed | -$117K | – | 881 |
|
|
2023
Q2 | $117K | Sell |
1,994
-1,134
| -36% | -$66.7K | 0.02% | 372 |
|
|
2023
Q1 | $195K | Hold |
3,128
| – | – | 0.02% | 306 |
|
|
2022
Q4 | $208K | Buy |
+3,128
| New | +$208K | 0.01% | 370 |
|
|
2018
Q3 | – | Sell |
-2,413
| Closed | -$202K | – | 277 |
|
|
2018
Q2 | $202K | Buy |
+2,413
| New | +$202K | 0.04% | 247 |
|
|
2016
Q3 | $55.1K | Sell |
758
-797
| -51% | -$57.9K | 0.02% | 318 |
|
|
2016
Q2 | $57.3K | Buy |
+1,555
| New | +$57.3K | 0.01% | 846 |
|
|
2015
Q4 | $50.1K | Buy |
+2,224
| New | +$50.1K | 0.01% | 623 |
|
|
2015
Q2 | $40K | Hold |
521
| – | – | 0.02% | 198 |
|
|
2015
Q1 | $38K | Buy |
+521
| New | +$38K | 0.02% | 268 |
|