WealthPLAN Partners’s Occidental Petroleum OXY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-27,914	Closed	-$1.76M	–	284
2024 Q2	$1.76M	Buy	27,914 +15,508	+125%	+$995K	0.19%	116
2024 Q1	$806K	Buy	+12,406	New	+$741K	0.08%	162
2023 Q3	–	Sell	-1,994	Closed	-$117K	–	881
2023 Q2	$117K	Sell	1,994 -1,134	-36%	-$68K	0.02%	372
2023 Q1	$195K	Hold	3,128	–	–	0.02%	306
2022 Q4	$208K	Buy	+3,128	New	+$213K	0.01%	370
2018 Q3	–	Sell	-2,413	Closed	-$202K	–	280
2018 Q2	$202K	Buy	+2,413	New	+$193K	0.04%	247
2016 Q3	$55.1K	Sell	758 -797	-51%	-$59.7K	0.02%	318
2016 Q2	$57.3K	Buy	+1,555	New	+$116K	0.01%	846
2015 Q4	$50.1K	Buy	+2,224	New	+$160K	0.01%	623
2015 Q2	$40K	Hold	521	–	–	0.02%	198
2015 Q1	$38K	Buy	+521	New	+$40.3K	0.02%	268