Borer Denton & Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,933
| Closed | -$227K | – | 63 |
|
|
2024
Q3 | $227K | Buy |
+1,933
| New | +$227K | 0.08% | 58 |
|
|
2024
Q2 | – | Sell |
-2,483
| Closed | -$289K | – | 61 |
|
|
2024
Q1 | $289K | Hold |
2,483
| – | – | 0.1% | 53 |
|
|
2023
Q4 | $248K | Sell |
2,483
-270
| -10% | -$27K | 0.1% | 56 |
|
|
2023
Q3 | $324K | Buy |
2,753
+586
| +27% | +$68.9K | 0.13% | 51 |
|
|
2023
Q2 | $232K | Hold |
2,167
| – | – | 0.09% | 60 |
|
|
2023
Q1 | $238K | Buy |
2,167
+147
| +7% | +$16.1K | 0.1% | 59 |
|
|
2022
Q4 | $223K | Buy |
+2,020
| New | +$223K | 0.1% | 60 |
|