Wells Trecaso Financial Group’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 |
-4,030
| Closed | -$208K | – | 91 |
|
|
2024
Q3 | $208K | Hold |
4,030
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $254K | Hold |
4,030
| – | – | 0.09% | 84 |
|
|
2024
Q1 | $262K | Hold |
4,030
| – | – | 0.09% | 84 |
|
|
2023
Q4 | $241K | Hold |
4,030
| – | – | 0.1% | 81 |
|
|
2023
Q3 | $261K | Hold |
4,030
| – | – | 0.12% | 77 |
|
|
2023
Q2 | $237K | Hold |
4,030
| – | – | 0.1% | 78 |
|
|
2023
Q1 | $252K | Hold |
4,030
| – | – | 0.12% | 77 |
|
|
2022
Q4 | $254K | Hold |
4,030
| – | – | 0.13% | 69 |
|
|
2022
Q3 | $248K | Buy |
4,030
+30
| +0.8% | +$1.85K | 0.14% | 70 |
|
|
2022
Q2 | $236K | Hold |
4,000
| – | – | 0.12% | 72 |
|
|
2022
Q1 | $227K | Buy |
+4,000
| New | +$227K | 0.1% | 79 |
|