AIP
Ahrens Investment Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.96M | Sell |
45,225
-511
| -1% | -$56K | 2.46% | 10 |
|
|
2022
Q4 | $5.04M | Sell |
45,736
-9,227
| -17% | -$1.02M | 2.29% | 12 |
|
|
2022
Q3 | $4.8M | Buy |
54,963
+55
| +0.1% | +$4.8K | 2.53% | 10 |
|
|
2022
Q2 | $4.7M | Sell |
54,908
-448
| -0.8% | -$38.4K | 2.08% | 9 |
|
|
2022
Q1 | $4.57M | Buy |
55,356
+2,236
| +4% | +$185K | 1.44% | 20 |
|
|
2021
Q4 | $3.25M | Sell |
53,120
-2,836
| -5% | -$174K | 1.44% | 13 |
|
|
2021
Q3 | $3.29M | Buy |
55,956
+3,574
| +7% | +$210K | 1.57% | 12 |
|
|
2021
Q2 | $3.3M | Buy |
52,382
+3,582
| +7% | +$226K | 1.53% | 10 |
|
|
2021
Q1 | $2.72M | Buy |
48,800
+8,530
| +21% | +$476K | 1.38% | 12 |
|
|
2020
Q4 | $1.66M | Sell |
40,270
-9,556
| -19% | -$394K | 0.89% | 32 |
|
|
2020
Q3 | $1.71M | Sell |
49,826
-7,614
| -13% | -$261K | 1.14% | 20 |
|
|
2020
Q2 | $2.57M | Buy |
57,440
+5,611
| +11% | +$251K | 1.56% | 15 |
|
|
2020
Q1 | $1.97M | Sell |
51,829
-2,563
| -5% | -$97.3K | 1.41% | 20 |
|
|
2019
Q4 | $3.8M | Buy |
54,392
+21
| +0% | +$1.47K | 1.58% | 14 |
|
|
2019
Q3 | $3.84M | Buy |
54,371
+222
| +0.4% | +$15.7K | 1.7% | 14 |
|
|
2019
Q2 | $4.15M | Sell |
54,149
-91
| -0.2% | -$6.97K | 1.88% | 14 |
|
|
2019
Q1 | $4.38M | Sell |
54,240
-895
| -2% | -$72.3K | 2% | 13 |
|
|
2018
Q4 | $3.76M | Sell |
55,135
-86
| -0.2% | -$5.87K | 1.75% | 14 |
|
|
2018
Q3 | $4.7M | Buy |
55,221
+1,874
| +4% | +$159K | 1.76% | 14 |
|
|
2018
Q2 | $4.41M | Sell |
53,347
-2,212
| -4% | -$183K | 1.85% | 14 |
|
|
2018
Q1 | $4.15M | Buy |
55,559
+287
| +0.5% | +$21.4K | 1.79% | 14 |
|
|
2017
Q4 | $4.62M | Sell |
55,272
-1,182
| -2% | -$98.9K | 1.87% | 15 |
|
|
2017
Q3 | $4.63M | Sell |
56,454
-8,276
| -13% | -$678K | 1.98% | 15 |
|
|
2017
Q2 | $5.23M | Sell |
64,730
-10,248
| -14% | -$827K | 2.25% | 14 |
|
|
2017
Q1 | $6.15M | Sell |
74,978
-2,941
| -4% | -$241K | 2.95% | 6 |
|
|
2016
Q4 | $7.03M | Buy |
+77,919
| New | +$7.03M | 3.69% | 4 |
|