Domani Wealth’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$1.31M Sell
11,920
-333
-3% -$36.5K 0.3% 39
2022
Q4
$1.35M Buy
12,253
+295
+2% +$32.6K 0.34% 38
2022
Q3
$1.04M Buy
11,958
+383
+3% +$33.4K 0.31% 36
2022
Q2
$991K Hold
11,575
0.27% 40
2022
Q1
$956K Sell
11,575
-50
-0.4% -$4.13K 0.21% 50
2021
Q4
$711K Buy
11,625
+1,209
+12% +$73.9K 0.14% 59
2021
Q3
$613K Hold
10,416
0.13% 64
2021
Q2
$657K Buy
10,416
+130
+1% +$8.2K 0.13% 59
2021
Q1
$574K Sell
10,286
-627
-6% -$35K 0.11% 66
2020
Q4
$450K Sell
10,913
-5,678
-34% -$234K 0.09% 75
2020
Q3
$570K Buy
16,591
+2,985
+22% +$103K 0.13% 69
2020
Q2
$608K Sell
13,606
-2,973
-18% -$133K 0.14% 63
2020
Q1
$630K Buy
16,579
+109
+0.7% +$4.14K 0.17% 61
2019
Q4
$1.15M Sell
16,470
-126
-0.8% -$8.79K 0.38% 33
2019
Q3
$1.17M Sell
16,596
-118
-0.7% -$8.33K 0.43% 32
2019
Q2
$1.28M Sell
16,714
-100
-0.6% -$7.66K 0.48% 32
2019
Q1
$1.36M Buy
16,814
+837
+5% +$67.7K 0.55% 32
2018
Q4
$1.09M Sell
15,977
-244
-2% -$16.6K 0.51% 30
2018
Q3
$1.38M Sell
16,221
-3,073
-16% -$261K 0.59% 27
2018
Q2
$1.6M Buy
19,294
+1,208
+7% +$99.9K 0.73% 26
2018
Q1
$1.35M Buy
18,086
+635
+4% +$47.4K 0.58% 31
2017
Q4
$1.46M Hold
17,451
0.64% 30
2017
Q3
$1.43M Sell
17,451
-200
-1% -$16.4K 0.62% 29
2017
Q2
$1.43M Sell
17,651
-213
-1% -$17.2K 0.59% 31
2017
Q1
$1.47M Buy
17,864
+578
+3% +$47.4K 0.59% 31
2016
Q4
$1.56M Sell
17,286
-1,431
-8% -$129K 0.63% 32
2016
Q3
$1.63M Sell
18,717
-135
-0.7% -$11.8K 0.62% 32
2016
Q2
$1.77M Sell
18,852
-2,068
-10% -$194K 0.69% 33
2016
Q1
$1.75M Buy
20,920
+168
+0.8% +$14K 0.66% 31
2015
Q4
$1.62M Sell
20,752
-6,337
-23% -$494K 0.63% 33
2015
Q3
$2.01M Buy
27,089
+57
+0.2% +$4.24K 1.09% 20
2015
Q2
$2.25M Buy
27,032
+24,770
+1,095% +$2.06M 1.23% 19
2015
Q1
$26.6K Buy
+2,262
New +$26.6K 0.4% 31