Altium 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
Q2 | $7.79M | Buy |
90,986
+6,944
| +8% | +$595K | 0.56% | 31 |
|
|
2022
Q1 | $6.94M | Buy |
84,042
+6,217
| +8% | +$513K | 0.45% | 35 |
|
|
2021
Q4 | $4.76M | Buy |
77,825
+3,844
| +5% | +$235K | 0.31% | 40 |
|
|
2021
Q3 | $4.35M | Buy |
73,981
+3,107
| +4% | +$183K | 0.31% | 36 |
|
|
2021
Q2 | $4.47M | Buy |
70,874
+1,630
| +2% | +$103K | 0.33% | 35 |
|
|
2021
Q1 | $3.87M | Buy |
69,244
+9,850
| +17% | +$550K | 0.31% | 38 |
|
|
2020
Q4 | $2.45M | Buy |
59,394
+1,689
| +3% | +$69.6K | 0.22% | 54 |
|
|
2020
Q3 | $1.98M | Sell |
57,705
-14,242
| -20% | -$489K | 0.21% | 57 |
|
|
2020
Q2 | $3.22M | Buy |
71,947
+27,472
| +62% | +$1.23M | 0.36% | 37 |
|
|
2020
Q1 | $1.69M | Buy |
44,475
+4,697
| +12% | +$178K | 0.23% | 54 |
|
|
2019
Q4 | $2.78M | Sell |
39,778
-4,676
| -11% | -$326K | 0.33% | 39 |
|
|
2019
Q3 | $3.14M | Buy |
44,454
+1,825
| +4% | +$129K | 0.42% | 28 |
|
|
2019
Q2 | $3.27M | Sell |
42,629
-6,253
| -13% | -$479K | 0.47% | 25 |
|
|
2019
Q1 | $3.95M | Sell |
48,882
-317
| -0.6% | -$25.6K | 0.63% | 21 |
|
|
2018
Q4 | $3.36M | Buy |
49,199
+107
| +0.2% | +$7.3K | 0.64% | 21 |
|
|
2018
Q3 | $4.17M | Buy |
49,092
+15,319
| +45% | +$1.3M | 0.8% | 21 |
|
|
2018
Q2 | $2.79M | Buy |
33,773
+6,418
| +23% | +$531K | 0.75% | 25 |
|
|
2018
Q1 | $2.04M | Buy |
27,355
+1,298
| +5% | +$96.8K | 0.8% | 24 |
|
|
2017
Q4 | $2.18M | Buy |
+26,057
| New | +$2.18M | 1% | 22 |
|