Well Done LLC’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 |
-9,745
| Closed | -$614K | – | 186 |
|
|
2024
Q2 | $614K | Sell |
9,745
-80
| -0.8% | -$5.04K | 0.13% | 98 |
|
|
2024
Q1 | $639K | Buy |
9,825
+231
| +2% | +$15K | 0.13% | 97 |
|
|
2023
Q4 | $573K | Buy |
9,594
+3,485
| +57% | +$208K | 0.11% | 102 |
|
|
2023
Q3 | $396K | Hold |
6,109
| – | – | 0.09% | 111 |
|
|
2023
Q2 | $359K | Sell |
6,109
-233
| -4% | -$13.7K | 0.08% | 119 |
|
|
2023
Q1 | $396K | Buy |
6,342
+31
| +0.5% | +$1.94K | 0.09% | 113 |
|
|
2022
Q4 | $398K | Buy |
6,311
+680
| +12% | +$42.8K | 0.09% | 117 |
|
|
2022
Q3 | $346K | Hold |
5,631
| – | – | 0.08% | 113 |
|
|
2022
Q2 | $332K | Hold |
5,631
| – | – | 0.07% | 123 |
|
|
2022
Q1 | $320K | Buy |
+5,631
| New | +$320K | 0.06% | 137 |
|
|
2019
Q1 | – | Sell |
-2,561
| Closed | -$157K | – | 493 |
|
|
2018
Q4 | $157K | Sell |
2,561
-119
| -4% | -$7.3K | 0.04% | 156 |
|
|
2018
Q3 | $220K | Hold |
2,680
| – | – | 0.06% | 125 |
|
|
2018
Q2 | $224K | Sell |
2,680
-264
| -9% | -$22.1K | 0.07% | 120 |
|
|
2018
Q1 | $191K | Sell |
2,944
-60
| -2% | -$3.89K | 0.06% | 110 |
|
|
2017
Q4 | $222K | Sell |
3,004
-1,215
| -29% | -$89.8K | 0.07% | 108 |
|
|
2017
Q3 | $271K | Buy |
+4,219
| New | +$271K | 0.08% | 116 |
|