Coulter & Justus Financial Services’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$765K Sell
2023
Q4
$1.04M Buy
2023
Q3
$1.2M Hold
2023
Q2
$1.09M Hold
2023
Q1
$1.12M Sell
2022
Q4
$1.33M Sell
2022
Q3
$1.07M Sell
2022
Q2
$1.14M Buy
2022
Q1
Sell
2021
Q4
$808K Buy