AAFMAA Wealth Management & Trust’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-35,115
| Closed | -$2.9M | – | 76 |
|
2022
Q1 | $2.9M | Sell |
35,115
-465
| -1% | -$38.4K | 1.34% | 36 |
|
2021
Q4 | $2.18M | Sell |
35,580
-469
| -1% | -$28.7K | 0.95% | 36 |
|
2021
Q3 | $2.12M | Buy |
36,049
+354
| +1% | +$20.8K | 1.01% | 39 |
|
2021
Q2 | $2.25M | Buy |
35,695
+3,355
| +10% | +$212K | 1.03% | 40 |
|
2021
Q1 | $1.81M | Sell |
32,340
-140,420
| -81% | -$7.84M | 0.87% | 38 |
|
2020
Q4 | $7.12M | Buy |
+172,760
| New | +$7.12M | 3.44% | 6 |
|