Axiom Financial Strategies’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,112
| Closed | -$708K | – | 72 |
|
|
2022
Q3 | $708K | Buy |
8,112
+203
| +3% | +$17.7K | 0.38% | 36 |
|
|
2022
Q2 | $677K | Hold |
7,909
| – | – | 0.36% | 37 |
|
|
2022
Q1 | $680K | Buy |
7,909
+1,173
| +17% | +$101K | 0.34% | 39 |
|
|
2021
Q4 | $412K | Hold |
6,736
| – | – | 0.19% | 46 |
|
|
2021
Q3 | $396K | Sell |
6,736
-20
| -0.3% | -$1.18K | 0.19% | 47 |
|
|
2021
Q2 | $426K | Sell |
6,756
-789
| -10% | -$49.8K | 0.2% | 46 |
|
|
2021
Q1 | $421K | Buy |
7,545
+64
| +0.9% | +$3.57K | 0.21% | 45 |
|
|
2020
Q4 | $257K | Hold |
7,481
| – | – | 0.15% | 54 |
|
|
2020
Q3 | $257K | Sell |
7,481
-271
| -3% | -$9.31K | 0.15% | 54 |
|
|
2020
Q2 | $347K | Sell |
7,752
-185
| -2% | -$8.28K | 0.23% | 41 |
|
|
2020
Q1 | $301K | Buy |
+7,937
| New | +$301K | 0.24% | 44 |
|