Brightworth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $382K | Sell |
4,374
-406
| -8% | -$35.5K | 0.04% | 104 |
|
|
2022
Q2 | $409K | Buy |
4,780
+49
| +1% | +$4.19K | 0.04% | 98 |
|
|
2022
Q1 | $391K | Sell |
4,731
-1,183
| -20% | -$97.8K | 0.04% | 99 |
|
|
2021
Q4 | $362K | Buy |
5,914
+1,373
| +30% | +$84K | 0.03% | 98 |
|
|
2021
Q3 | $267K | Sell |
4,541
-45
| -1% | -$2.65K | 0.02% | 98 |
|
|
2021
Q2 | $289K | Buy |
4,586
+92
| +2% | +$5.8K | 0.02% | 92 |
|
|
2021
Q1 | $251K | Buy |
+4,494
| New | +$251K | 0.02% | 91 |
|
|
2020
Q1 | – | Sell |
-4,803
| Closed | -$335K | – | 95 |
|
|
2019
Q4 | $335K | Buy |
4,803
+1,357
| +39% | +$94.6K | 0.06% | 77 |
|
|
2019
Q3 | $243K | Sell |
3,446
-7
| -0.2% | -$494 | 0.05% | 83 |
|
|
2019
Q2 | $265K | Sell |
3,453
-2,253
| -39% | -$173K | 0.06% | 79 |
|
|
2019
Q1 | $461K | Sell |
5,706
-361
| -6% | -$29.2K | 0.1% | 65 |
|
|
2018
Q4 | $414K | Sell |
6,067
-382
| -6% | -$26.1K | 0.1% | 64 |
|
|
2018
Q3 | $548K | Buy |
6,449
+15
| +0.2% | +$1.28K | 0.12% | 54 |
|
|
2018
Q2 | $532K | Sell |
6,434
-11,831
| -65% | -$978K | 0.13% | 56 |
|
|
2018
Q1 | $1.36M | Sell |
18,265
-183
| -1% | -$13.7K | 0.31% | 41 |
|
|
2017
Q4 | $1.54M | Sell |
18,448
-43
| -0.2% | -$3.6K | 0.35% | 39 |
|
|
2017
Q3 | $1.52M | Buy |
18,491
+15,416
| +501% | +$1.26M | 0.37% | 37 |
|
|
2017
Q2 | $248K | Hold |
3,075
| – | – | 0.14% | 26 |
|
|
2017
Q1 | $252K | Hold |
3,075
| – | – | 0.14% | 25 |
|
|
2016
Q4 | $278K | Buy |
+3,075
| New | +$278K | 0.15% | 29 |
|