55I LLC’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$4.53M Buy
2022
Q2
$1.55M Buy
2022
Q1
$1.35M Buy
2021
Q4
$912K Buy
2021
Q3
$721K Buy
2021
Q2
$749K Buy
2021
Q1
$560K Buy
2020
Q4
Sell
2020
Q3
$258K Buy
2020
Q2
$253K Buy