BT Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $809K | Sell |
9,450
-2,478
| -21% | -$212K | 0.23% | 27 |
|
|
2022
Q1 | $985K | Buy |
11,928
+140
| +1% | +$11.6K | 0.26% | 23 |
|
|
2021
Q4 | $721K | Buy |
11,788
+3,715
| +46% | +$227K | 0.19% | 31 |
|
|
2021
Q3 | $475K | Hold |
8,073
| – | – | 0.15% | 33 |
|
|
2021
Q2 | $509K | Hold |
8,073
| – | – | 0.15% | 32 |
|
|
2021
Q1 | $451K | Sell |
8,073
-100
| -1% | -$5.59K | 0.15% | 35 |
|
|
2020
Q4 | $337K | Hold |
8,173
| – | – | 0.13% | 45 |
|
|
2020
Q3 | $281K | Buy |
8,173
+338
| +4% | +$11.6K | 0.12% | 44 |
|
|
2020
Q2 | $350K | Hold |
7,835
| – | – | 0.18% | 36 |
|
|
2020
Q1 | $297K | Sell |
7,835
-1,650
| -17% | -$62.5K | 0.17% | 41 |
|
|
2019
Q4 | $662K | Sell |
9,485
-3,888
| -29% | -$271K | 0.34% | 32 |
|
|
2019
Q3 | $944K | Sell |
13,373
-7,063
| -35% | -$499K | 0.53% | 23 |
|
|
2019
Q2 | $1.44M | Buy |
20,436
+7,418
| +57% | +$523K | 0.83% | 19 |
|
|
2019
Q1 | $1.05M | Sell |
13,018
-3,685
| -22% | -$298K | 0.62% | 22 |
|
|
2018
Q4 | $1.27M | Buy |
+16,703
| New | +$1.27M | 0.55% | 29 |
|