C.M. Bidwell & Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-800
| Closed | -$80K | – | 553 |
|
|
2023
Q4 | $80K | Sell |
800
-1,301
| -62% | -$130K | 0.06% | 180 |
|
|
2023
Q3 | $247K | Sell |
2,101
-142
| -6% | -$16.7K | 0.19% | 91 |
|
|
2023
Q2 | $241K | Sell |
2,243
-131
| -6% | -$14.1K | 0.18% | 102 |
|
|
2023
Q1 | $260K | Sell |
2,374
-1,256
| -35% | -$138K | 0.2% | 88 |
|
|
2022
Q4 | $400K | Buy |
3,630
+491
| +16% | +$54.2K | 0.32% | 52 |
|
|
2022
Q3 | $274K | Sell |
3,139
-1
| -0% | -$87 | 0.23% | 78 |
|
|
2022
Q2 | $269K | Sell |
3,140
-40
| -1% | -$3.43K | 0.21% | 75 |
|
|
2022
Q1 | $263K | Buy |
+3,180
| New | +$263K | 0.17% | 107 |
|
|
2018
Q1 | – | Sell |
-2,415
| Closed | -$202K | – | 447 |
|
|
2017
Q4 | $202K | Sell |
2,415
-15
| -0.6% | -$1.26K | 0.17% | 163 |
|
|
2017
Q3 | $199K | Hold |
2,430
| – | – | 0.31% | 126 |
|
|
2017
Q2 | $196K | Buy |
2,430
+30
| +1% | +$2.42K | 0.04% | 151 |
|
|
2017
Q1 | $197K | Sell |
2,400
-22,505
| -90% | -$1.85M | 0.04% | 158 |
|
|
2016
Q4 | $2.25M | Sell |
24,905
-275
| -1% | -$24.8K | 0.53% | 77 |
|
|
2016
Q3 | $2.2M | Sell |
25,180
-57,350
| -69% | -$5.01M | 0.52% | 82 |
|
|
2016
Q2 | $7.74M | Buy |
82,530
+42,085
| +104% | +$3.94M | 1.92% | 5 |
|
|
2016
Q1 | $3.38M | Buy |
+40,445
| New | +$3.38M | 0.84% | 77 |
|
|
2015
Q2 | – | Sell |
-3,810
| Closed | -$324K | – | 262 |
|
|
2015
Q1 | $324K | Buy |
+3,810
| New | +$324K | 0.07% | 121 |
|