Andesa Financial Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $749K | Buy |
12,592
+5,838
| +86% | +$347K | 0.38% | 61 |
|
|
2022
Q4 | $745K | Sell |
6,754
-6,810
| -50% | -$751K | 0.41% | 65 |
|
|
2022
Q3 | $1.19M | Buy |
13,564
+6,951
| +105% | +$607K | 0.41% | 60 |
|
|
2022
Q2 | $566K | Buy |
6,613
+1,266
| +24% | +$108K | 0.36% | 69 |
|
|
2022
Q1 | $442K | Buy |
5,347
+61
| +1% | +$5.04K | 0.24% | 90 |
|
|
2021
Q4 | $323K | Buy |
5,286
+91
| +2% | +$5.56K | 0.16% | 117 |
|
|
2021
Q3 | $305K | Sell |
5,195
-4,463
| -46% | -$262K | 0.17% | 109 |
|
|
2021
Q2 | $608K | Buy |
9,658
+570
| +6% | +$35.9K | 0.18% | 83 |
|
|
2021
Q1 | $507K | Buy |
+9,088
| New | +$507K | 0.17% | 90 |
|
|
2020
Q4 | – | Sell |
-9,147
| Closed | -$314K | – | 134 |
|
|
2020
Q3 | $314K | Buy |
9,147
+4,383
| +92% | +$150K | 0.13% | 113 |
|
|
2020
Q2 | $214K | Buy |
+4,764
| New | +$214K | 0.19% | 110 |
|
|
2020
Q1 | – | Sell |
-5,764
| Closed | -$402K | – | 111 |
|
|
2019
Q4 | $402K | Sell |
5,764
-430
| -7% | -$30K | 0.35% | 65 |
|
|
2019
Q3 | $438K | Sell |
6,194
-721
| -10% | -$51K | 0.42% | 54 |
|
|
2019
Q2 | $531K | Sell |
6,915
-7,637
| -52% | -$586K | 0.5% | 50 |
|
|
2019
Q1 | $1.18M | Buy |
14,552
+7,545
| +108% | +$611K | 0.58% | 38 |
|
|
2018
Q4 | $479K | Buy |
7,007
+1,752
| +33% | +$120K | 0.57% | 47 |
|
|
2018
Q3 | $446K | Sell |
5,255
-533
| -9% | -$45.2K | 0.68% | 47 |
|
|
2018
Q2 | $479K | Buy |
5,788
+98
| +2% | +$8.11K | 0.77% | 46 |
|
|
2018
Q1 | $425K | Hold |
5,690
| – | – | 0.7% | 50 |
|
|
2017
Q4 | $476K | Buy |
+5,690
| New | +$476K | 0.7% | 48 |
|