Bush ODonnell Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,670
| Closed | -$498K | – | 27 |
|
|
2018
Q1 | $498K | Sell |
6,670
-200
| -3% | -$14.9K | 0.7% | 22 |
|
|
2017
Q4 | $575K | Hold |
6,870
| – | – | 0.47% | 26 |
|
|
2017
Q3 | $563K | Hold |
6,870
| – | – | 0.43% | 29 |
|
|
2017
Q2 | $555K | Hold |
6,870
| – | – | 0.34% | 33 |
|
|
2017
Q1 | $563K | Hold |
6,870
| – | – | 0.35% | 36 |
|
|
2016
Q4 | $620K | Hold |
6,870
| – | – | 0.41% | 35 |
|
|
2016
Q3 | $600K | Hold |
6,870
| – | – | 0.4% | 35 |
|
|
2016
Q2 | $644K | Hold |
6,870
| – | – | 0.43% | 32 |
|
|
2016
Q1 | $574K | Hold |
6,870
| – | – | 0.39% | 32 |
|
|
2015
Q4 | $536K | Hold |
6,870
| – | – | 0.37% | 29 |
|
|
2015
Q3 | $511K | Hold |
6,870
| – | – | 0.36% | 26 |
|
|
2015
Q2 | $572K | Hold |
6,870
| – | – | 0.35% | 26 |
|
|
2015
Q1 | $584K | Hold |
6,870
| – | – | 0.35% | 28 |
|
|
2014
Q4 | $635K | Hold |
6,870
| – | – | 0.34% | 25 |
|
|
2014
Q3 | $646K | Hold |
6,870
| – | – | 0.38% | 27 |
|
|
2014
Q2 | $692K | Sell |
6,870
-400
| -6% | -$40.3K | 0.39% | 32 |
|
|
2014
Q1 | $710K | Hold |
7,270
| – | – | 0.36% | 31 |
|
|
2013
Q4 | $736K | Sell |
7,270
-13,355
| -65% | -$1.35M | 0.39% | 29 |
|
|
2013
Q3 | $1.78M | Sell |
20,625
-1,150
| -5% | -$99K | 0.85% | 21 |
|
|
2013
Q2 | $1.97M | Buy |
+21,775
| New | +$1.97M | 0.98% | 21 |
|