Benedetti & Gucer’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 | $1.3M | Sell |
11,182
-2,501
| -18% | -$291K | 0.65% | 30 |
|
|
2023
Q4 | $1.37M | Sell |
13,683
-736
| -5% | -$73.6K | 0.72% | 29 |
|
|
2023
Q3 | $1.7M | Sell |
14,419
-470
| -3% | -$55.3K | 0.93% | 22 |
|
|
2023
Q2 | $1.6M | Buy |
14,889
+1,725
| +13% | +$185K | 0.82% | 22 |
|
|
2023
Q1 | $1.44M | Buy |
13,164
+3,441
| +35% | +$377K | 0.83% | 24 |
|
|
2022
Q4 | $1.07M | Buy |
9,723
+625
| +7% | +$68.9K | 0.78% | 26 |
|
|
2022
Q3 | $794K | Sell |
9,098
-1,325
| -13% | -$116K | 0.62% | 35 |
|
|
2022
Q2 | $900K | Buy |
10,423
+140
| +1% | +$12.1K | 0.61% | 36 |
|
|
2022
Q1 | $849K | Buy |
10,283
+1,408
| +16% | +$116K | 0.57% | 34 |
|
|
2021
Q4 | $543K | Buy |
8,875
+117
| +1% | +$7.16K | 0.37% | 39 |
|
|
2021
Q3 | $515K | Buy |
8,758
+100
| +1% | +$5.88K | 0.39% | 40 |
|
|
2021
Q2 | $546K | Hold |
8,658
| – | – | 0.49% | 33 |
|
|
2021
Q1 | $483K | Buy |
+8,658
| New | +$483K | 0.44% | 36 |
|