YHB Investment Advisors’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 |
-8,553
| Closed | -$441K | – | 286 |
|
|
2024
Q3 | $441K | Sell |
8,553
-70
| -0.8% | -$3.61K | 0.04% | 209 |
|
|
2024
Q2 | $544K | Buy |
8,623
+15
| +0.2% | +$945 | 0.05% | 188 |
|
|
2024
Q1 | $559K | Buy |
8,608
+4,644
| +117% | +$302K | 0.05% | 185 |
|
|
2023
Q4 | $237K | Buy |
+3,964
| New | +$237K | 0.02% | 245 |
|
|
2019
Q4 | – | Sell |
-13,592
| Closed | -$604K | – | 194 |
|
|
2019
Q3 | $604K | Sell |
13,592
-30,434
| -69% | -$1.35M | 0.09% | 129 |
|
|
2019
Q2 | $2.21M | Sell |
44,026
-2,359
| -5% | -$119K | 0.35% | 76 |
|
|
2019
Q1 | $3.07M | Buy |
46,385
+741
| +2% | +$49.1K | 0.48% | 60 |
|
|
2018
Q4 | $2.8M | Buy |
45,644
+4,235
| +10% | +$260K | 0.5% | 57 |
|
|
2018
Q3 | $3.4M | Buy |
41,409
+864
| +2% | +$71K | 0.51% | 61 |
|
|
2018
Q2 | $3.39M | Buy |
40,545
+706
| +2% | +$59.1K | 0.55% | 58 |
|
|
2018
Q1 | $2.59M | Buy |
39,839
+1,471
| +4% | +$95.6K | 0.44% | 73 |
|
|
2017
Q4 | $2.83M | Buy |
38,368
+2,494
| +7% | +$184K | 0.48% | 68 |
|
|
2017
Q3 | $2.3M | Sell |
35,874
-1,720
| -5% | -$110K | 0.41% | 75 |
|
|
2017
Q2 | $2.25M | Buy |
37,594
+5,220
| +16% | +$313K | 0.39% | 73 |
|
|
2017
Q1 | $1.99M | Buy |
32,374
+4,215
| +15% | +$259K | 0.38% | 74 |
|
|
2016
Q4 | $2.01M | Buy |
28,159
+6,565
| +30% | +$468K | 0.42% | 73 |
|
|
2016
Q3 | $1.58M | Buy |
21,594
+16,485
| +323% | +$1.2M | 0.38% | 75 |
|
|
2016
Q2 | $386K | Buy |
5,109
+545
| +12% | +$41.2K | 0.08% | 130 |
|
|
2016
Q1 | $312K | Sell |
4,564
-709
| -13% | -$48.5K | 0.08% | 129 |
|
|
2015
Q4 | $356K | Sell |
5,273
-1,152
| -18% | -$77.8K | 0.08% | 132 |
|
|
2015
Q3 | $424K | Buy |
6,425
+100
| +2% | +$6.6K | 0.1% | 125 |
|
|
2015
Q2 | $491K | Sell |
6,325
-55
| -0.9% | -$4.27K | 0.11% | 124 |
|
|
2015
Q1 | $465K | Sell |
6,380
-2,258
| -26% | -$165K | 0.1% | 124 |
|
|
2014
Q4 | $695K | Sell |
8,638
-480
| -5% | -$38.6K | 0.16% | 116 |
|
|
2014
Q3 | $840K | Buy |
9,118
+87
| +1% | +$8.02K | 0.2% | 104 |
|
|
2014
Q2 | $888K | Buy |
9,031
+957
| +12% | +$94.1K | 0.21% | 100 |
|
|
2014
Q1 | $737K | Buy |
8,074
+2,594
| +47% | +$237K | 0.19% | 102 |
|
|
2013
Q4 | $499K | Buy |
5,480
+1,148
| +27% | +$105K | 0.13% | 110 |
|
|
2013
Q3 | $388K | Buy |
4,332
+439
| +11% | +$39.3K | 0.11% | 123 |
|
|
2013
Q2 | $333K | Buy |
+3,893
| New | +$333K | 0.1% | 127 |
|