Beacon Capital Management Inc (Ohio)’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-199
Closed -$19.9K 66
2023
Q4
$19.9K Hold
199
﹤0.01% 51
2023
Q3
$23.4K Hold
199
﹤0.01% 43
2023
Q2
$21.3K Hold
199
﹤0.01% 44
2023
Q1
$21.8K Hold
199
﹤0.01% 54
2022
Q4
$22K Hold
199
﹤0.01% 50
2022
Q3
$17K Hold
199
﹤0.01% 53
2022
Q2
$17K Hold
199
﹤0.01% 57
2022
Q1
$16K Hold
199
﹤0.01% 56
2021
Q4
$12K Hold
199
﹤0.01% 52
2021
Q3
$12K Buy
+199
New +$12K ﹤0.01% 61
2021
Q2
Sell
-199
Closed -$11K 59
2021
Q1
$11K Hold
199
﹤0.01% 47
2020
Q4
$8K Hold
199
﹤0.01% 48
2020
Q3
$7K Hold
199
﹤0.01% 50
2020
Q2
$9K Sell
199
-21
-10% -$950 ﹤0.01% 53
2020
Q1
$8K Buy
220
+21
+11% +$764 ﹤0.01% 48
2019
Q4
$14K Hold
199
﹤0.01% 46
2019
Q3
$14K Sell
199
-1
-0.5% -$70 ﹤0.01% 46
2019
Q2
$15K Buy
200
+1
+0.5% +$75 ﹤0.01% 49
2019
Q1
$16K Hold
199
﹤0.01% 48
2018
Q4
$14K Hold
199
﹤0.01% 45
2018
Q3
$17K Hold
199
﹤0.01% 45
2018
Q2
$16K Hold
199
﹤0.01% 53
2018
Q1
$15K Hold
199
﹤0.01% 46
2017
Q4
$17K Hold
199
﹤0.01% 43
2017
Q3
$16K Hold
199
﹤0.01% 44
2017
Q2
$16K Sell
199
-2
-1% -$161 ﹤0.01% 47
2017
Q1
$16K Buy
201
+2
+1% +$159 ﹤0.01% 45
2016
Q4
$18K Sell
199
-200
-50% -$18.1K ﹤0.01% 44
2016
Q3
$35K Sell
399
-510
-56% -$44.7K ﹤0.01% 48
2016
Q2
$85K Sell
909
-605
-40% -$56.6K 0.01% 46
2016
Q1
$127K Sell
1,514
-680
-31% -$57K 0.01% 45
2015
Q4
$171K Sell
2,194
-501
-19% -$39K 0.01% 43
2015
Q3
$200K Sell
2,695
-94
-3% -$6.98K 0.01% 34
2015
Q2
$232K Sell
2,789
-318
-10% -$26.5K 0.02% 45
2015
Q1
$264K Buy
3,107
+30
+1% +$2.55K 0.02% 46
2014
Q4
$284K Sell
3,077
-100
-3% -$9.23K 0.03% 45
2014
Q3
$299K Hold
3,177
0.05% 45
2014
Q2
$320K Buy
3,177
+126
+4% +$12.7K 0.06% 45
2014
Q1
$298K Buy
3,051
+127
+4% +$12.4K 0.07% 45
2013
Q4
$296K Buy
+2,924
New +$296K 0.09% 46