ACG Wealth’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.07M Buy
12,192
+179
+1% +$15.6K 0.24% 104
2022
Q2
$1.03M Buy
12,013
+57
+0.5% +$4.88K 0.21% 114
2022
Q1
$987K Sell
11,956
-3,288
-22% -$271K 0.19% 128
2021
Q4
$933K Sell
15,244
-2,753
-15% -$168K 0.13% 155
2021
Q3
$1.06M Sell
17,997
-1,416
-7% -$83.3K 0.14% 133
2021
Q2
$1.23M Sell
19,413
-2,323
-11% -$147K 0.16% 125
2021
Q1
$1.21M Sell
21,736
-2,016
-8% -$113K 0.16% 119
2020
Q4
$979K Sell
23,752
-11,754
-33% -$484K 0.14% 131
2020
Q3
$1.22M Buy
35,506
+6,882
+24% +$236K 0.18% 103
2020
Q2
$1.28M Buy
28,624
+501
+2% +$22.4K 0.21% 91
2020
Q1
$1.07M Sell
28,123
-9,375
-25% -$356K 0.2% 105
2019
Q4
$2.62M Sell
37,498
-1,698
-4% -$119K 0.39% 68
2019
Q3
$2.77M Buy
39,196
+1,601
+4% +$113K 0.41% 64
2019
Q2
$2.88M Buy
37,595
+1,101
+3% +$84.4K 0.39% 68
2019
Q1
$2.95M Sell
36,494
-3,416
-9% -$276K 0.4% 62
2018
Q4
$2.72M Sell
39,910
-3,268
-8% -$223K 0.42% 63
2018
Q3
$3.67M Buy
43,178
+316
+0.7% +$26.9K 0.49% 51
2018
Q2
$3.55M Buy
42,862
+1,172
+3% +$96.9K 0.54% 47
2018
Q1
$3.11M Buy
41,690
+4,523
+12% +$337K 0.47% 58
2017
Q4
$3.11M Sell
37,167
-5,103
-12% -$427K 0.46% 60
2017
Q3
$3.47M Sell
42,270
-14,141
-25% -$1.16M 0.6% 44
2017
Q2
$4.55M Buy
56,411
+3,382
+6% +$273K 0.75% 28
2017
Q1
$4.35M Buy
53,029
+6,701
+14% +$550K 0.8% 29
2016
Q4
$4.18M Sell
46,328
-7,973
-15% -$720K 0.88% 26
2016
Q3
$4.74M Buy
54,301
+1,855
+4% +$162K 1.01% 21
2016
Q2
$4.92M Buy
52,446
+444
+0.9% +$41.6K 1.09% 18
2016
Q1
$4.35M Buy
52,002
+2,307
+5% +$193K 0.98% 24
2015
Q4
$3.87M Buy
49,695
+12,818
+35% +$999K 0.87% 31
2015
Q3
$2.74M Sell
36,877
-1,278
-3% -$95K 0.74% 40
2015
Q2
$3.18M Buy
38,155
+3,817
+11% +$318K 0.8% 32
2015
Q1
$2.92M Sell
34,338
-8,250
-19% -$701K 0.77% 37
2014
Q4
$3.94M Buy
42,588
+1,182
+3% +$109K 1.06% 16
2014
Q3
$3.89M Sell
41,406
-16,718
-29% -$1.57M 1.1% 19
2014
Q2
$5.85M Buy
58,124
+21,110
+57% +$2.13M 1.1% 19
2014
Q1
$3.62M Sell
37,014
-11,875
-24% -$1.16M 1.07% 15
2013
Q4
$4.95M Buy
48,889
+5,675
+13% +$574K 1.26% 16
2013
Q3
$3.72M Sell
43,214
-3,943
-8% -$339K 1.54% 11
2013
Q2
$4.26M Buy
+47,157
New +$4.26M 1.66% 10