BSW
Buckingham Strategic Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $24.8M | Buy |
215,126
+265
| +0.1% | +$30.5K | 0.26% | 56 |
|
|
2024
Q1 | $25M | Buy |
214,861
+6,599
| +3% | +$767K | 0.26% | 55 |
|
|
2023
Q4 | $20.8M | Buy |
208,262
+10,246
| +5% | +$1.02M | 0.25% | 58 |
|
|
2023
Q3 | $23.3M | Sell |
198,016
-3,785
| -2% | -$445K | 0.33% | 43 |
|
|
2023
Q2 | $21.6M | Buy |
201,801
+24,819
| +14% | +$2.66M | 0.31% | 46 |
|
|
2023
Q1 | $19.5M | Hold |
176,982
| – | – | 0.35% | 40 |
|
|
2022
Q4 | $19.5M | Sell |
176,982
-73
| -0% | -$8.05K | 0.35% | 40 |
|
|
2022
Q3 | $15.5M | Buy |
177,055
+15,703
| +10% | +$1.37M | 0.32% | 45 |
|
|
2022
Q2 | $13.8M | Buy |
161,352
+2,901
| +2% | +$248K | 0.27% | 50 |
|
|
2022
Q1 | $13.1M | Sell |
158,451
-89,970
| -36% | -$7.43M | 0.26% | 47 |
|
|
2021
Q4 | $15.2M | Buy |
248,421
+122,840
| +98% | +$7.52M | 0.29% | 43 |
|
|
2021
Q3 | $7.39M | Buy |
125,581
+5,826
| +5% | +$343K | 0.15% | 80 |
|
|
2021
Q2 | $7.55M | Sell |
119,755
-2,515
| -2% | -$159K | 0.18% | 72 |
|
|
2021
Q1 | $6.83M | Sell |
122,270
-162
| -0.1% | -$9.04K | 0.34% | 67 |
|
|
2020
Q4 | $5.05M | Buy |
122,432
+2,170
| +2% | +$89.5K | 0.26% | 87 |
|
|
2020
Q3 | $4.13M | Sell |
120,262
-3,102
| -3% | -$107K | 0.32% | 68 |
|
|
2020
Q2 | $5.52M | Sell |
123,364
-23,988
| -16% | -$1.07M | 0.52% | 44 |
|
|
2020
Q1 | $5.6M | Buy |
147,352
+20,141
| +16% | +$765K | 0.54% | 41 |
|
|
2019
Q4 | $8.88M | Buy |
127,211
+7,347
| +6% | +$513K | 0.85% | 24 |
|
|
2019
Q3 | $8.46M | Buy |
119,864
+1,525
| +1% | +$108K | 0.92% | 23 |
|
|
2019
Q2 | $9.07M | Buy |
118,339
+30,972
| +35% | +$2.37M | 0.99% | 23 |
|
|
2019
Q1 | $7.06M | Buy |
87,367
+2,785
| +3% | +$225K | 0.89% | 24 |
|
|
2018
Q4 | $5.77M | Sell |
84,582
-4,091
| -5% | -$279K | 0.88% | 23 |
|
|
2018
Q3 | $7.54M | Sell |
88,673
-6,279
| -7% | -$534K | 1.16% | 17 |
|
|
2018
Q2 | $7.86M | Buy |
94,952
+11,100
| +13% | +$918K | 1.27% | 17 |
|
|
2018
Q1 | $6.26M | Sell |
83,852
-1,629
| -2% | -$122K | 1.22% | 18 |
|
|
2017
Q4 | $7.15M | Buy |
85,481
+3,965
| +5% | +$332K | 1.49% | 11 |
|
|
2017
Q3 | $6.68M | Sell |
81,516
-6,638
| -8% | -$544K | 1.59% | 11 |
|
|
2017
Q2 | $7.12M | Buy |
88,154
+18,014
| +26% | +$1.45M | 1.67% | 11 |
|
|
2017
Q1 | $5.75M | Buy |
70,140
+5,515
| +9% | +$452K | 1.67% | 11 |
|
|
2016
Q4 | $5.83M | Buy |
64,625
+4,031
| +7% | +$364K | 1.88% | 10 |
|
|
2016
Q3 | $5.29M | Sell |
60,594
-51
| -0.1% | -$4.45K | 1.79% | 10 |
|
|
2016
Q2 | $5.69M | Buy |
60,645
+1,620
| +3% | +$152K | 1.93% | 10 |
|
|
2016
Q1 | $4.93M | Buy |
59,025
+5,218
| +10% | +$436K | 1.63% | 12 |
|
|
2015
Q4 | $4.19M | Buy |
53,807
+1,517
| +3% | +$118K | 1.41% | 15 |
|
|
2015
Q3 | $3.89M | Sell |
52,290
-969
| -2% | -$72.1K | 1.37% | 17 |
|
|
2015
Q2 | $4.43M | Buy |
53,259
+4,412
| +9% | +$367K | 1.45% | 16 |
|
|
2015
Q1 | $4.15M | Buy |
48,847
+6,012
| +14% | +$511K | 1.56% | 14 |
|
|
2014
Q4 | $3.96M | Buy |
42,835
+5,761
| +16% | +$533K | 1.53% | 14 |
|
|
2014
Q3 | $3.49M | Sell |
37,074
-819
| -2% | -$77K | 1.44% | 13 |
|
|
2014
Q2 | $3.82M | Sell |
37,893
-952
| -2% | -$95.8K | 1.66% | 12 |
|
|
2014
Q1 | $3.79M | Sell |
38,845
-98
| -0.3% | -$9.57K | 1.76% | 14 |
|
|
2013
Q4 | $3.94M | Buy |
38,943
+602
| +2% | +$60.9K | 1.86% | 13 |
|
|
2013
Q3 | $3.3M | Buy |
38,341
+4,069
| +12% | +$350K | 1.75% | 14 |
|
|
2013
Q2 | $3.1M | Buy |
+34,272
| New | +$3.1M | 1.75% | 15 |
|