Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $529K | Buy |
6,544
+2,490
| +61% | +$201K | 0.3% | 28 |
|
|
2018
Q4 | $297K | Sell |
4,054
-877
| -18% | -$64.3K | 0.2% | 32 |
|
|
2018
Q3 | $419K | Hold |
4,931
| – | – | 0.2% | 32 |
|
|
2018
Q2 | $392K | Buy |
4,931
+866
| +21% | +$68.8K | 0.19% | 33 |
|
|
2018
Q1 | $303K | Sell |
4,065
-14,757
| -78% | -$1.1M | 0.16% | 35 |
|
|
2017
Q4 | $1.57M | Sell |
18,822
-2,399
| -11% | -$201K | 0.88% | 24 |
|
|
2017
Q3 | $1.74M | Buy |
21,221
+494
| +2% | +$40.5K | 1.01% | 25 |
|
|
2017
Q2 | $1.67M | Sell |
20,727
-1,078
| -5% | -$87K | 1.02% | 25 |
|
|
2017
Q1 | $1.79M | Sell |
21,805
-420
| -2% | -$34.4K | 1.22% | 20 |
|
|
2016
Q4 | $2.01M | Buy |
22,225
+6,972
| +46% | +$629K | 1.63% | 16 |
|
|
2016
Q3 | $1.33M | Buy |
15,253
+11,430
| +299% | +$995K | 1.14% | 19 |
|
|
2016
Q2 | $358K | Hold |
3,823
| – | – | 0.41% | 24 |
|
|
2016
Q1 | $320K | Buy |
3,823
+415
| +12% | +$34.7K | 0.37% | 20 |
|
|
2015
Q4 | $266K | Sell |
3,408
-197
| -5% | -$15.4K | 0.24% | 23 |
|
|
2015
Q3 | $268K | Sell |
3,605
-100
| -3% | -$7.43K | 0.27% | 19 |
|
|
2015
Q2 | $308K | Buy |
3,705
+920
| +33% | +$76.5K | 0.24% | 29 |
|
|
2015
Q1 | $237K | Sell |
2,785
-2,001
| -42% | -$170K | 0.2% | 31 |
|
|
2014
Q4 | $442K | Buy |
+4,786
| New | +$442K | 0.42% | 27 |
|