BPB
Badgley, Phelps & Bell’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $722K | Sell |
11,443
-172
| -1% | -$10.9K | 0.03% | 144 |
|
|
2021
Q1 | $648K | Sell |
11,615
-945
| -8% | -$52.7K | 0.03% | 144 |
|
|
2020
Q4 | $518K | Buy |
12,560
+4,100
| +48% | +$169K | 0.02% | 153 |
|
|
2020
Q3 | $290K | Sell |
8,460
-91,581
| -92% | -$3.14M | 0.01% | 179 |
|
|
2020
Q2 | $4.47M | Buy |
100,041
+6,525
| +7% | +$292K | 0.25% | 99 |
|
|
2020
Q1 | $3.55M | Buy |
93,516
+3,478
| +4% | +$132K | 0.23% | 93 |
|
|
2019
Q4 | $6.28M | Sell |
90,038
-13,442
| -13% | -$938K | 0.33% | 95 |
|
|
2019
Q3 | $7.31M | Buy |
103,480
+4,828
| +5% | +$341K | 0.42% | 89 |
|
|
2019
Q2 | $7.56M | Buy |
98,652
+2,136
| +2% | +$164K | 0.44% | 84 |
|
|
2019
Q1 | $7.8M | Buy |
96,516
+8,079
| +9% | +$653K | 0.47% | 84 |
|
|
2018
Q4 | $6.03M | Sell |
88,437
-6,603
| -7% | -$450K | 0.44% | 86 |
|
|
2018
Q3 | $8.08M | Buy |
95,040
+2,163
| +2% | +$184K | 0.49% | 88 |
|
|
2018
Q2 | $7.68M | Sell |
92,877
-2,516
| -3% | -$208K | 0.5% | 87 |
|
|
2018
Q1 | $7.12M | Buy |
95,393
+3,463
| +4% | +$258K | 0.47% | 93 |
|
|
2017
Q4 | $7.69M | Buy |
91,930
+3,465
| +4% | +$290K | 0.53% | 87 |
|
|
2017
Q3 | $7.25M | Buy |
88,465
+1,798
| +2% | +$147K | 0.54% | 87 |
|
|
2017
Q2 | $7M | Buy |
86,667
+1,119
| +1% | +$90.3K | 0.55% | 89 |
|
|
2017
Q1 | $7.02M | Sell |
85,548
-819
| -0.9% | -$67.2K | 0.57% | 91 |
|
|
2016
Q4 | $7.8M | Buy |
86,367
+835
| +1% | +$75.4K | 0.68% | 70 |
|
|
2016
Q3 | $7.47M | Sell |
85,532
-69,976
| -45% | -$6.11M | 0.66% | 68 |
|
|
2016
Q2 | $14.6M | Buy |
155,508
+4,390
| +3% | +$412K | 1.33% | 15 |
|
|
2016
Q1 | $12.6M | Buy |
151,118
+20,846
| +16% | +$1.74M | 1.19% | 21 |
|
|
2015
Q4 | $10.2M | Buy |
130,272
+3,490
| +3% | +$272K | 1% | 30 |
|
|
2015
Q3 | $9.43M | Buy |
126,782
+42,334
| +50% | +$3.15M | 0.98% | 32 |
|
|
2015
Q2 | $7.03M | Sell |
84,448
-916
| -1% | -$76.2K | 0.69% | 68 |
|
|
2015
Q1 | $7.26M | Sell |
85,364
-2,825
| -3% | -$240K | 0.71% | 66 |
|
|
2014
Q4 | $8.15M | Sell |
88,189
-2,075
| -2% | -$192K | 0.8% | 57 |
|
|
2014
Q3 | $8.49M | Buy |
90,264
+605
| +0.7% | +$56.9K | 0.84% | 51 |
|
|
2014
Q2 | $9.03M | Sell |
89,659
-1,004
| -1% | -$101K | 0.9% | 42 |
|
|
2014
Q1 | $8.86M | Sell |
90,663
-787
| -0.9% | -$76.9K | 0.91% | 41 |
|
|
2013
Q4 | $9.26M | Buy |
91,450
+968
| +1% | +$98K | 0.97% | 38 |
|
|
2013
Q3 | $7.79M | Sell |
90,482
-1,133
| -1% | -$97.5K | 0.87% | 49 |
|
|
2013
Q2 | $8.28M | Buy |
+91,615
| New | +$8.28M | 0.97% | 35 |
|