Cedar Brook Financial Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,178
| Closed | -$251K | – | 29 |
|
|
2024
Q2 | $251K | Sell |
2,178
-6,379
| -75% | -$734K | 1.89% | 16 |
|
|
2024
Q1 | $995K | Sell |
8,557
-34
| -0.4% | -$3.95K | 0.2% | 122 |
|
|
2023
Q4 | $848K | Buy |
8,591
+282
| +3% | +$27.8K | 0.19% | 128 |
|
|
2023
Q3 | $977K | Sell |
8,309
-786
| -9% | -$92.4K | 0.25% | 98 |
|
|
2023
Q2 | $975K | Sell |
9,095
-363
| -4% | -$38.9K | 0.23% | 103 |
|
|
2023
Q1 | $1.04M | Buy |
9,458
+213
| +2% | +$23.4K | 0.27% | 95 |
|
|
2022
Q4 | $1.02M | Sell |
9,245
-376
| -4% | -$41.5K | 0.29% | 97 |
|
|
2022
Q3 | $840K | Buy |
9,621
+375
| +4% | +$32.7K | 0.27% | 95 |
|
|
2022
Q2 | $792K | Buy |
9,246
+55
| +0.6% | +$4.71K | 0.25% | 100 |
|
|
2022
Q1 | $759K | Buy |
9,191
+1,305
| +17% | +$108K | 0.2% | 132 |
|
|
2021
Q4 | $483K | Buy |
7,886
+344
| +5% | +$21.1K | 0.12% | 187 |
|
|
2021
Q3 | $444K | Sell |
7,542
-202
| -3% | -$11.9K | 0.13% | 184 |
|
|
2021
Q2 | $488K | Sell |
7,744
-737
| -9% | -$46.4K | 0.14% | 180 |
|
|
2021
Q1 | $473K | Sell |
8,481
-520
| -6% | -$29K | 0.16% | 150 |
|
|
2020
Q4 | $371K | Sell |
9,001
-4,874
| -35% | -$201K | 0.13% | 178 |
|
|
2020
Q3 | $476K | Sell |
13,875
-1,454
| -9% | -$49.9K | 0.19% | 142 |
|
|
2020
Q2 | $686K | Buy |
15,329
+248
| +2% | +$11.1K | 0.31% | 96 |
|
|
2020
Q1 | $573K | Sell |
15,081
-72
| -0.5% | -$2.74K | 0.32% | 90 |
|
|
2019
Q4 | $1.06M | Buy |
15,153
+176
| +1% | +$12.3K | 0.45% | 65 |
|
|
2019
Q3 | $1.06M | Sell |
14,977
-781
| -5% | -$55.2K | 0.47% | 63 |
|
|
2019
Q2 | $1.21M | Sell |
15,758
-69
| -0.4% | -$5.29K | 0.56% | 47 |
|
|
2019
Q1 | $1.28M | Buy |
15,827
+1,337
| +9% | +$108K | 0.62% | 38 |
|
|
2018
Q4 | $988K | Buy |
+14,490
| New | +$988K | 0.6% | 45 |
|