CFAM
Coury Firm Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $393K | Buy |
3,342
+106
| +3% | +$12.5K | 0.63% | 19 |
|
|
2023
Q2 | $347K | Buy |
3,236
+7
| +0.2% | +$751 | 0.5% | 32 |
|
|
2023
Q1 | $354K | Buy |
3,229
+1,269
| +65% | +$139K | 0.5% | 34 |
|
|
2022
Q4 | $216K | Sell |
1,960
-10,000
| -84% | -$1.1M | 0.32% | 44 |
|
|
2022
Q3 | $1.04M | Hold |
11,960
| – | – | 1.58% | 12 |
|
|
2022
Q2 | $1.02M | Hold |
11,960
| – | – | 1.36% | 15 |
|
|
2022
Q1 | $988K | Sell |
11,960
-554
| -4% | -$45.8K | 0.86% | 19 |
|
|
2021
Q4 | $766K | Buy |
+12,514
| New | +$766K | 0.58% | 25 |
|