Alta Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,538
| Closed | -$204K | – | 86 |
|
|
2017
Q2 | $204K | Hold |
2,538
| – | – | 0.01% | 84 |
|
|
2017
Q1 | $208K | Sell |
2,538
-1,302
| -34% | -$107K | 0.01% | 82 |
|
|
2016
Q4 | $346K | Sell |
3,840
-381
| -9% | -$34.3K | 0.02% | 72 |
|
|
2016
Q3 | $368K | Hold |
4,221
| – | – | 0.02% | 71 |
|
|
2016
Q2 | $395K | Sell |
4,221
-1,056
| -20% | -$98.8K | 0.02% | 70 |
|
|
2016
Q1 | $441K | Sell |
5,277
-559
| -10% | -$46.7K | 0.03% | 71 |
|
|
2015
Q4 | $454K | Sell |
5,836
-100
| -2% | -$7.78K | 0.04% | 72 |
|
|
2015
Q3 | $441K | Sell |
5,936
-893
| -13% | -$66.3K | 0.04% | 72 |
|
|
2015
Q2 | $568K | Buy |
6,829
+1,880
| +38% | +$156K | 0.05% | 69 |
|
|
2015
Q1 | $420K | Sell |
4,949
-1,062
| -18% | -$90.1K | 0.04% | 69 |
|
|
2014
Q4 | $555K | Buy |
6,011
+6
| +0.1% | +$554 | 0.05% | 67 |
|
|
2014
Q3 | $564K | Buy |
6,005
+70
| +1% | +$6.58K | 0.05% | 64 |
|
|
2014
Q2 | $597K | Sell |
5,935
-668
| -10% | -$67.2K | 0.06% | 67 |
|
|
2014
Q1 | $644K | Buy |
6,603
+132
| +2% | +$12.9K | 0.06% | 66 |
|
|
2013
Q4 | $654K | Sell |
6,471
-139
| -2% | -$14K | 0.07% | 64 |
|
|
2013
Q3 | $568K | Buy |
6,610
+3
| +0% | +$258 | 0.07% | 63 |
|
|
2013
Q2 | $596K | Buy |
+6,607
| New | +$596K | 0.08% | 62 |
|