Burleson & Co’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.2M | Buy |
10,867
+1,066
| +11% | +$118K | 0.3% | 77 |
|
|
2022
Q3 | $856K | Buy |
9,801
+2,747
| +39% | +$240K | 0.18% | 81 |
|
|
2022
Q2 | $604K | Buy |
7,054
+8
| +0.1% | +$685 | 0.13% | 85 |
|
|
2022
Q1 | $582K | Buy |
7,046
+1
| +0% | +$83 | 0.09% | 96 |
|
|
2021
Q4 | $431K | Buy |
7,045
+2
| +0% | +$122 | 0.06% | 110 |
|
|
2021
Q3 | $414K | Buy |
7,043
+2
| +0% | +$118 | 0.06% | 101 |
|
|
2021
Q2 | $444K | Sell |
7,041
-4
| -0.1% | -$252 | 0.06% | 103 |
|
|
2021
Q1 | $393K | Buy |
7,045
+6
| +0.1% | +$335 | 0.06% | 103 |
|
|
2020
Q4 | $290K | Sell |
7,039
-96
| -1% | -$3.96K | 0.05% | 113 |
|
|
2020
Q3 | $234K | Sell |
7,135
-8,304
| -54% | -$272K | 0.04% | 125 |
|
|
2020
Q2 | $671K | Sell |
15,439
-1,582
| -9% | -$68.8K | 0.15% | 92 |
|
|
2020
Q1 | $786K | Sell |
17,021
-1,046
| -6% | -$48.3K | 0.2% | 81 |
|
|
2019
Q4 | $1.21M | Sell |
18,067
-291
| -2% | -$19.6K | 0.34% | 69 |
|
|
2019
Q3 | $1.28M | Buy |
18,358
+11
| +0.1% | +$767 | 0.45% | 52 |
|
|
2019
Q2 | $1.33M | Buy |
18,347
+11
| +0.1% | +$797 | 0.56% | 50 |
|
|
2019
Q1 | $1.42M | Buy |
18,336
+10
| +0.1% | +$774 | 0.6% | 45 |
|
|
2018
Q4 | $1.43M | Sell |
18,326
-4,118
| -18% | -$320K | 0.74% | 40 |
|
|
2018
Q3 | $1.78M | Sell |
22,444
-20,108
| -47% | -$1.59M | 1% | 30 |
|
|
2018
Q2 | $3.52M | Buy |
42,552
+16,790
| +65% | +$1.39M | 2.05% | 10 |
|
|
2018
Q1 | $1.92M | Buy |
25,762
+1,694
| +7% | +$126K | 1.25% | 20 |
|
|
2017
Q4 | $2.01M | Buy |
+24,068
| New | +$2.01M | 1.3% | 19 |
|