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 |
|