Aevitas 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
Q4 | $6.03M | Buy |
54,661
+1,685
| +3% | +$186K | 3.57% | 5 |
|
|
2022
Q3 | $4.63M | Buy |
52,976
+355
| +0.7% | +$31K | 3.48% | 7 |
|
|
2022
Q2 | $4.51M | Buy |
52,621
+5,464
| +12% | +$468K | 3.05% | 7 |
|
|
2022
Q1 | $3.9M | Buy |
47,157
+30,841
| +189% | +$2.55M | 2.38% | 10 |
|
|
2021
Q4 | $998K | Buy |
16,316
+10,515
| +181% | +$643K | 0.59% | 49 |
|
|
2021
Q3 | $341K | Buy |
5,801
+2,270
| +64% | +$133K | 0.22% | 99 |
|
|
2021
Q2 | $223K | Sell |
3,531
-43
| -1% | -$2.72K | 0.14% | 119 |
|
|
2021
Q1 | $200K | Buy |
+3,574
| New | +$200K | 0.14% | 117 |
|
|
2020
Q4 | – | Sell |
-6,600
| Closed | -$227K | – | 121 |
|
|
2020
Q3 | $227K | Sell |
6,600
-2,213
| -25% | -$76.1K | 0.19% | 99 |
|
|
2020
Q2 | $394K | Buy |
8,813
+1,322
| +18% | +$59.1K | 0.36% | 74 |
|
|
2020
Q1 | $284K | Sell |
7,491
-8,007
| -52% | -$304K | 0.32% | 79 |
|
|
2019
Q4 | $1.1M | Sell |
15,498
-1,364
| -8% | -$97K | 1.04% | 30 |
|
|
2019
Q3 | $1.19M | Buy |
16,862
+3,026
| +22% | +$214K | 1.19% | 25 |
|
|
2019
Q2 | $1.06M | Sell |
13,836
-2,279
| -14% | -$175K | 1.07% | 28 |
|
|
2019
Q1 | $1.3M | Buy |
16,115
+12,689
| +370% | +$1.03M | 1.16% | 24 |
|
|
2018
Q4 | $234K | Buy |
3,426
+6
| +0.2% | +$410 | 0.24% | 91 |
|
|
2018
Q3 | $291K | Buy |
3,420
+510
| +18% | +$43.4K | 0.26% | 89 |
|
|
2018
Q2 | $241K | Buy |
2,910
+2,626
| +925% | +$217K | 0.23% | 94 |
|
|
2018
Q1 | $21K | Sell |
284
-300
| -51% | -$22.2K | 0.02% | 251 |
|
|
2017
Q4 | $49K | Buy |
+584
| New | +$49K | 0.05% | 185 |
|