BFG
Barber Financial Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $915K | Sell |
8,346
-372
| -4% | -$40.8K | 0.16% | 50 |
|
|
2022
Q4 | $962K | Buy |
8,718
+45
| +0.5% | +$4.96K | 0.27% | 48 |
|
|
2022
Q3 | $757K | Sell |
8,673
-1,120
| -11% | -$97.8K | 0.22% | 52 |
|
|
2022
Q2 | $839K | Sell |
9,793
-1,963
| -17% | -$168K | 0.14% | 48 |
|
|
2022
Q1 | $971K | Buy |
11,756
+1,609
| +16% | +$133K | 0.13% | 51 |
|
|
2021
Q4 | $621K | Sell |
10,147
-503
| -5% | -$30.8K | 0.07% | 80 |
|
|
2021
Q3 | $626K | Sell |
10,650
-266
| -2% | -$15.6K | 0.08% | 80 |
|
|
2021
Q2 | $689K | Sell |
10,916
-82
| -0.7% | -$5.18K | 0.09% | 73 |
|
|
2021
Q1 | $614K | Sell |
10,998
-155
| -1% | -$8.65K | 0.09% | 77 |
|
|
2020
Q4 | $460K | Buy |
11,153
+3,331
| +43% | +$137K | 0.08% | 80 |
|
|
2020
Q3 | $269K | Sell |
7,822
-454
| -5% | -$15.6K | 0.06% | 106 |
|
|
2020
Q2 | $370K | Buy |
8,276
+231
| +3% | +$10.3K | 0.09% | 85 |
|
|
2020
Q1 | $305K | Buy |
8,045
+2,705
| +51% | +$103K | 0.1% | 80 |
|
|
2019
Q4 | $373K | Sell |
5,340
-175
| -3% | -$12.2K | 0.08% | 100 |
|
|
2019
Q3 | $389K | Sell |
5,515
-1,740
| -24% | -$123K | 0.08% | 93 |
|
|
2019
Q2 | $556K | Sell |
7,255
-626
| -8% | -$48K | 0.13% | 79 |
|
|
2019
Q1 | $637K | Sell |
7,881
-1,796
| -19% | -$145K | 0.13% | 72 |
|
|
2018
Q4 | $660K | Sell |
9,677
-1,449
| -13% | -$98.8K | 0.14% | 70 |
|
|
2018
Q3 | $946K | Sell |
11,126
-915
| -8% | -$77.8K | 0.23% | 58 |
|
|
2018
Q2 | $996K | Sell |
12,041
-1,275
| -10% | -$105K | 0.29% | 53 |
|
|
2018
Q1 | $993K | Sell |
13,316
-2,403
| -15% | -$179K | 0.26% | 55 |
|
|
2017
Q4 | $1.32M | Buy |
15,719
+1,321
| +9% | +$111K | 0.33% | 54 |
|
|
2017
Q3 | $1.18M | Sell |
14,398
-2,256
| -14% | -$185K | 0.33% | 49 |
|
|
2017
Q2 | $1.34M | Sell |
16,654
-955
| -5% | -$77.1K | 0.44% | 35 |
|
|
2017
Q1 | $1.44M | Sell |
17,609
-1,511
| -8% | -$124K | 0.49% | 36 |
|
|
2016
Q4 | $1.73M | Buy |
+19,120
| New | +$1.73M | 0.62% | 29 |
|