Bingham Osborn & Scarborough’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,961
| Closed | -$351K | – | 154 |
|
|
2021
Q3 | $351K | Sell |
5,961
-155
| -3% | -$9.13K | 0.02% | 117 |
|
|
2021
Q2 | $386K | Buy |
6,116
+418
| +7% | +$26.4K | 0.03% | 111 |
|
|
2021
Q1 | $318K | Sell |
5,698
-10
| -0.2% | -$558 | 0.02% | 115 |
|
|
2020
Q4 | $235K | Sell |
5,708
-12,782
| -69% | -$526K | 0.02% | 119 |
|
|
2020
Q3 | $635K | Sell |
18,490
-6,377
| -26% | -$219K | 0.05% | 86 |
|
|
2020
Q2 | $1.11M | Sell |
24,867
-5,170
| -17% | -$231K | 0.09% | 56 |
|
|
2020
Q1 | $1.14M | Buy |
30,037
+8,205
| +38% | +$311K | 0.11% | 53 |
|
|
2019
Q4 | $1.52M | Buy |
21,832
+1,675
| +8% | +$117K | 0.12% | 44 |
|
|
2019
Q3 | $1.42M | Sell |
20,157
-723
| -3% | -$51K | 0.13% | 45 |
|
|
2019
Q2 | $1.6M | Buy |
20,880
+444
| +2% | +$34K | 0.14% | 37 |
|
|
2019
Q1 | $1.65M | Sell |
20,436
-149
| -0.7% | -$12K | 0.15% | 36 |
|
|
2018
Q4 | $1.4M | Sell |
20,585
-2,759
| -12% | -$188K | 0.14% | 38 |
|
|
2018
Q3 | $1.99M | Buy |
23,344
+287
| +1% | +$24.4K | 0.18% | 37 |
|
|
2018
Q2 | $1.91M | Buy |
23,057
+313
| +1% | +$25.9K | 0.18% | 35 |
|
|
2018
Q1 | $1.7M | Sell |
22,744
-1,902
| -8% | -$142K | 0.16% | 36 |
|
|
2017
Q4 | $2.06M | Sell |
24,646
-4,451
| -15% | -$372K | 0.19% | 33 |
|
|
2017
Q3 | $2.39M | Sell |
29,097
-1,534
| -5% | -$126K | 0.22% | 28 |
|
|
2017
Q2 | $2.47M | Sell |
30,631
-2,115
| -6% | -$171K | 0.24% | 27 |
|
|
2017
Q1 | $2.69M | Sell |
32,746
-1,008
| -3% | -$82.7K | 0.26% | 27 |
|
|
2016
Q4 | $3.05M | Buy |
33,754
+631
| +2% | +$57K | 0.32% | 25 |
|
|
2016
Q3 | $2.89M | Sell |
33,123
-171
| -0.5% | -$14.9K | 0.31% | 25 |
|
|
2016
Q2 | $3.12M | Sell |
33,294
-1,159
| -3% | -$109K | 0.36% | 23 |
|
|
2016
Q1 | $2.88M | Sell |
34,453
-499
| -1% | -$41.7K | 0.34% | 22 |
|
|
2015
Q4 | $2.73M | Sell |
34,952
-56
| -0.2% | -$4.37K | 0.33% | 24 |
|
|
2015
Q3 | $2.6M | Sell |
35,008
-511
| -1% | -$38K | 0.33% | 25 |
|
|
2015
Q2 | $2.96M | Sell |
35,519
-767
| -2% | -$63.8K | 0.36% | 21 |
|
|
2015
Q1 | $3.08M | Sell |
36,286
-2,567
| -7% | -$218K | 0.37% | 21 |
|
|
2014
Q4 | $3.59M | Buy |
38,853
+1,990
| +5% | +$184K | 0.44% | 20 |
|
|
2014
Q3 | $3.47M | Buy |
36,863
+292
| +0.8% | +$27.5K | 0.43% | 19 |
|
|
2014
Q2 | $3.68M | Sell |
36,571
-2,030
| -5% | -$204K | 0.49% | 16 |
|
|
2014
Q1 | $3.77M | Sell |
38,601
-587
| -1% | -$57.3K | 0.53% | 16 |
|
|
2013
Q4 | $3.97M | Sell |
39,188
-853
| -2% | -$86.3K | 0.58% | 14 |
|
|
2013
Q3 | $3.45M | Buy |
40,041
+3,284
| +9% | +$283K | 0.55% | 14 |
|
|
2013
Q2 | $3.32M | Buy |
+36,757
| New | +$3.32M | 0.57% | 14 |
|