Adams Chetwood Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $689K | Sell |
8,347
-272
| -3% | -$22.5K | 0.39% | 44 |
|
|
2021
Q4 | $527K | Buy |
8,619
+475
| +6% | +$29K | 0.36% | 53 |
|
|
2021
Q3 | $479K | Buy |
8,144
+1
| +0% | +$59 | 0.35% | 55 |
|
|
2021
Q2 | $514K | Sell |
8,143
-30
| -0.4% | -$1.89K | 0.36% | 53 |
|
|
2021
Q1 | $456K | Sell |
8,173
-210
| -3% | -$11.7K | 0.35% | 55 |
|
|
2020
Q4 | $346K | Sell |
8,383
-2,898
| -26% | -$120K | 0.29% | 62 |
|
|
2020
Q3 | $387K | Sell |
11,281
-342
| -3% | -$11.7K | 0.37% | 53 |
|
|
2020
Q2 | $520K | Hold |
11,623
| – | – | 0.53% | 42 |
|
|
2020
Q1 | $537K | Buy |
11,623
+5,015
| +76% | +$232K | 0.63% | 37 |
|
|
2019
Q4 | $461K | Buy |
+6,608
| New | +$461K | 0.47% | 42 |
|