BW
Bison Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.45M | Sell |
22,806
-8,312
| -27% | -$894K | 0.54% | 43 |
|
|
2024
Q3 | $3.65M | Sell |
31,118
-8,696
| -22% | -$1.02M | 0.58% | 38 |
|
|
2024
Q2 | $4.63M | Hold |
39,814
| – | – | 0.75% | 25 |
|
|
2024
Q1 | $4.63M | Buy |
39,814
+1,945
| +5% | +$226K | 0.75% | 25 |
|
|
2023
Q4 | $3.79M | Buy |
37,869
+1,093
| +3% | +$109K | 0.67% | 29 |
|
|
2023
Q3 | $4.32M | Sell |
36,776
-1,534
| -4% | -$180K | 0.84% | 24 |
|
|
2023
Q2 | $4.11M | Buy |
38,310
+11,814
| +45% | +$1.27M | 0.76% | 31 |
|
|
2023
Q1 | $2.8M | Sell |
26,496
-1,444
| -5% | -$153K | 0.87% | 24 |
|
|
2022
Q4 | $3.17M | Sell |
27,940
-258
| -0.9% | -$29.3K | 1.01% | 17 |
|
|
2022
Q3 | $2.46M | Buy |
28,198
+2,328
| +9% | +$203K | 0.97% | 20 |
|
|
2022
Q2 | $2.22M | Buy |
25,870
+559
| +2% | +$47.9K | 1.27% | 20 |
|
|
2022
Q1 | $2.09M | Buy |
25,311
+1,146
| +5% | +$94.6K | 1.07% | 21 |
|
|
2021
Q4 | $1.48M | Sell |
24,165
-2,178
| -8% | -$133K | 0.86% | 27 |
|
|
2021
Q3 | $1.55M | Buy |
26,343
+279
| +1% | +$16.4K | 0.71% | 26 |
|
|
2021
Q2 | $1.64M | Sell |
26,064
-1,054
| -4% | -$66.5K | 0.72% | 27 |
|
|
2021
Q1 | $1.51M | Buy |
27,118
+318
| +1% | +$17.8K | 0.65% | 35 |
|
|
2020
Q4 | $1.11M | Sell |
26,800
-1,653
| -6% | -$68.2K | 0.52% | 48 |
|
|
2020
Q3 | $977K | Sell |
28,453
-554
| -2% | -$19K | 0.57% | 44 |
|
|
2020
Q2 | $1.3M | Buy |
29,007
+5,895
| +26% | +$264K | 0.82% | 28 |
|
|
2020
Q1 | $878K | Sell |
23,112
-7,442
| -24% | -$283K | 0.64% | 40 |
|
|
2019
Q4 | $2.13M | Buy |
30,554
+575
| +2% | +$40.1K | 1.02% | 21 |
|
|
2019
Q3 | $2.12M | Buy |
29,979
+10,305
| +52% | +$728K | 1.18% | 18 |
|
|
2019
Q2 | $1.51M | Buy |
19,674
+829
| +4% | +$63.5K | 0.88% | 27 |
|
|
2019
Q1 | $1.52M | Sell |
18,845
-497
| -3% | -$40.2K | 0.93% | 28 |
|
|
2018
Q4 | $1.32M | Sell |
19,342
-1,013
| -5% | -$69.1K | 0.96% | 29 |
|
|
2018
Q3 | $1.73M | Buy |
20,355
+744
| +4% | +$63.3K | 1.13% | 15 |
|
|
2018
Q2 | $1.62M | Sell |
19,611
-484
| -2% | -$40K | 1.21% | 14 |
|
|
2018
Q1 | $1.5M | Buy |
20,095
+677
| +3% | +$50.5K | 1.14% | 17 |
|
|
2017
Q4 | $1.62M | Sell |
19,418
-792
| -4% | -$66.2K | 1.2% | 15 |
|
|
2017
Q3 | $1.66M | Sell |
20,210
-226
| -1% | -$18.5K | 1.33% | 13 |
|
|
2017
Q2 | $1.65M | Buy |
20,436
+417
| +2% | +$33.7K | 1.36% | 13 |
|
|
2017
Q1 | $1.64M | Sell |
20,019
-2,399
| -11% | -$197K | 1.42% | 14 |
|
|
2016
Q4 | $2.02M | Buy |
22,418
+702
| +3% | +$63.3K | 1.72% | 9 |
|
|
2016
Q3 | $1.9M | Sell |
21,716
-10,912
| -33% | -$952K | 1.61% | 13 |
|
|
2016
Q2 | $3.06M | Buy |
32,628
+1,997
| +7% | +$187K | 1.84% | 6 |
|
|
2016
Q1 | $2.56M | Sell |
30,631
-6,389
| -17% | -$534K | 1.65% | 9 |
|
|
2015
Q4 | $2.89M | Buy |
37,020
+14
| +0% | +$1.09K | 1.65% | 10 |
|
|
2015
Q3 | $2.75M | Buy |
37,006
+1,055
| +3% | +$78.4K | 1.81% | 7 |
|
|
2015
Q2 | $2.99M | Sell |
35,951
-154
| -0.4% | -$12.8K | 1.74% | 3 |
|
|
2015
Q1 | $3.07M | Buy |
36,105
+4,888
| +16% | +$415K | 1.86% | 5 |
|
|
2014
Q4 | $2.89M | Buy |
+31,217
| New | +$2.89M | 2.19% | 5 |
|