AWM
Altavista Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.13M | Sell |
18,414
-47
| -0.3% | -$2.88K | 0.23% | 74 |
|
|
2021
Q3 | $1.09M | Sell |
18,461
-1,446
| -7% | -$85.1K | 0.24% | 72 |
|
|
2021
Q2 | $1.26M | Buy |
19,907
+795
| +4% | +$50.2K | 0.27% | 72 |
|
|
2021
Q1 | $1.07M | Sell |
19,112
-1,872
| -9% | -$105K | 0.26% | 76 |
|
|
2020
Q4 | $865K | Sell |
20,984
-861
| -4% | -$35.5K | 0.22% | 78 |
|
|
2020
Q3 | $750K | Sell |
21,845
-17,817
| -45% | -$612K | 0.21% | 76 |
|
|
2020
Q2 | $1.77M | Buy |
39,662
+9,783
| +33% | +$438K | 0.51% | 47 |
|
|
2020
Q1 | $1.14M | Sell |
29,879
-4,589
| -13% | -$174K | 0.39% | 55 |
|
|
2019
Q4 | $2.41M | Sell |
34,468
-1,212
| -3% | -$84.6K | 0.72% | 39 |
|
|
2019
Q3 | $2.52M | Sell |
35,680
-5,398
| -13% | -$381K | 0.78% | 38 |
|
|
2019
Q2 | $3.15M | Sell |
41,078
-17,453
| -30% | -$1.34M | 1.01% | 33 |
|
|
2019
Q1 | $4.73M | Sell |
58,531
-2,218
| -4% | -$179K | 1.68% | 21 |
|
|
2018
Q4 | $4.14M | Sell |
60,749
-2,402
| -4% | -$164K | 1.69% | 20 |
|
|
2018
Q3 | $5.37M | Sell |
63,151
-18,692
| -23% | -$1.59M | 2% | 13 |
|
|
2018
Q2 | $6.77M | Buy |
81,843
+306
| +0.4% | +$25.3K | 2.71% | 7 |
|
|
2018
Q1 | $6.08M | Sell |
81,537
-464
| -0.6% | -$34.6K | 2.58% | 7 |
|
|
2017
Q4 | $6.86M | Sell |
82,001
-99
| -0.1% | -$8.28K | 2.9% | 5 |
|
|
2017
Q3 | $6.73M | Buy |
82,100
+4,622
| +6% | +$379K | 3.2% | 2 |
|
|
2017
Q2 | $6.26M | Sell |
77,478
-737
| -0.9% | -$59.5K | 3.11% | 4 |
|
|
2017
Q1 | $6.41M | Buy |
78,215
+1,817
| +2% | +$149K | 3.21% | 3 |
|
|
2016
Q4 | $6.9M | Sell |
76,398
-687
| -0.9% | -$62K | 3.74% | 2 |
|
|
2016
Q3 | $6.73M | Sell |
77,085
-652
| -0.8% | -$56.9K | 3.67% | 2 |
|
|
2016
Q2 | $7.29M | Buy |
77,737
+237
| +0.3% | +$22.2K | 4.02% | 1 |
|
|
2016
Q1 | $6.48M | Buy |
77,500
+1,008
| +1% | +$84.3K | 3.65% | 2 |
|
|
2015
Q4 | $5.96M | Buy |
76,492
+1,460
| +2% | +$114K | 3.52% | 2 |
|
|
2015
Q3 | $5.58M | Buy |
75,032
+940
| +1% | +$69.9K | 3.67% | 2 |
|
|
2015
Q2 | $6.16M | Sell |
74,092
-3
| -0% | -$250 | 3.79% | 1 |
|
|
2015
Q1 | $6.3M | Sell |
74,095
-1,650
| -2% | -$140K | 3.88% | 3 |
|
|
2014
Q4 | $7.03M | Buy |
75,745
+1,633
| +2% | +$152K | 4.33% | 1 |
|
|
2014
Q3 | $6.97M | Sell |
74,112
-3,799
| -5% | -$357K | 4.49% | 1 |
|
|
2014
Q2 | $7.84M | Sell |
77,911
-842
| -1% | -$84.8K | 4.89% | 1 |
|
|
2014
Q1 | $7.69M | Sell |
78,753
-1,080
| -1% | -$106K | 4.68% | 1 |
|
|
2013
Q4 | $8.12M | Sell |
79,833
-1,335
| -2% | -$136K | 4.95% | 1 |
|
|
2013
Q3 | $6.98M | Sell |
81,168
-2,749
| -3% | -$237K | 4.55% | 1 |
|
|
2013
Q2 | $7.58M | Buy |
+83,917
| New | +$7.58M | 5.1% | 1 |
|