DA
DCM Advisors’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,000
| Closed | -$700K | – | 115 |
|
2023
Q4 | $700K | Buy |
+7,000
| New | +$700K | 0.25% | 58 |
|
2022
Q4 | – | Sell |
-15,026
| Closed | -$1.31M | – | 173 |
|
2022
Q3 | $1.31M | Sell |
15,026
-2,860
| -16% | -$250K | 0.66% | 40 |
|
2022
Q2 | $1.53M | Sell |
17,886
-10,243
| -36% | -$876K | 0.66% | 39 |
|
2022
Q1 | $2.32M | Sell |
28,129
-2,472
| -8% | -$204K | 0.82% | 32 |
|
2021
Q4 | $1.87M | Sell |
30,601
-216
| -0.7% | -$13.2K | 0.55% | 47 |
|
2021
Q3 | $1.81M | Sell |
30,817
-1,691
| -5% | -$99.5K | 0.7% | 26 |
|
2021
Q2 | $2.05M | Buy |
32,508
+3,245
| +11% | +$205K | 1.16% | 10 |
|
2021
Q1 | $1.63M | Sell |
29,263
-19,787
| -40% | -$1.1M | 0.95% | 17 |
|
2020
Q4 | $2.02M | Buy |
+49,050
| New | +$2.02M | 1.18% | 11 |
|