DY
Dowling & Yahnke’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.1M | Buy |
58,432
+283
| +0.5% | +$24.7K | 0.24% | 99 |
|
|
2022
Q2 | $4.98M | Buy |
58,149
+7,645
| +15% | +$655K | 0.23% | 102 |
|
|
2022
Q1 | $4.17M | Sell |
50,504
-5,410
| -10% | -$447K | 0.18% | 125 |
|
|
2021
Q4 | $3.42M | Sell |
55,914
-5,029
| -8% | -$308K | 0.16% | 142 |
|
|
2021
Q3 | $3.59M | Sell |
60,943
-5,600
| -8% | -$329K | 0.2% | 124 |
|
|
2021
Q2 | $4.2M | Sell |
66,543
-1,810
| -3% | -$114K | 0.24% | 111 |
|
|
2021
Q1 | $3.82M | Sell |
68,353
-7,503
| -10% | -$419K | 0.26% | 107 |
|
|
2020
Q4 | $3.13M | Sell |
75,856
-42
| -0.1% | -$1.73K | 0.22% | 122 |
|
|
2020
Q3 | $2.61M | Buy |
75,898
+7,047
| +10% | +$242K | 0.21% | 127 |
|
|
2020
Q2 | $3.08M | Sell |
68,851
-2,784
| -4% | -$125K | 0.26% | 106 |
|
|
2020
Q1 | $2.72M | Sell |
71,635
-23,188
| -24% | -$880K | 0.26% | 106 |
|
|
2019
Q4 | $6.62M | Sell |
94,823
-2,614
| -3% | -$182K | 0.51% | 64 |
|
|
2019
Q3 | $6.88M | Sell |
97,437
-6,201
| -6% | -$438K | 0.57% | 56 |
|
|
2019
Q2 | $7.94M | Sell |
103,638
-635
| -0.6% | -$48.7K | 0.66% | 47 |
|
|
2019
Q1 | $8.43M | Sell |
104,273
-4,873
| -4% | -$394K | 0.81% | 33 |
|
|
2018
Q4 | $8.68M | Buy |
109,146
+3,749
| +4% | +$298K | 0.9% | 31 |
|
|
2018
Q3 | $8.96M | Sell |
105,397
-5,379
| -5% | -$457K | 0.78% | 31 |
|
|
2018
Q2 | $9.16M | Buy |
110,776
+3,852
| +4% | +$319K | 0.85% | 28 |
|
|
2018
Q1 | $7.98M | Sell |
106,924
-6,180
| -5% | -$461K | 0.75% | 35 |
|
|
2017
Q4 | $9.46M | Sell |
113,104
-7,272
| -6% | -$608K | 0.86% | 27 |
|
|
2017
Q3 | $9.87M | Buy |
120,376
+1,146
| +1% | +$93.9K | 1% | 20 |
|
|
2017
Q2 | $9.63M | Sell |
119,230
-1,419
| -1% | -$115K | 1.01% | 18 |
|
|
2017
Q1 | $9.89M | Sell |
120,649
-422
| -0.3% | -$34.6K | 1.05% | 16 |
|
|
2016
Q4 | $10.9M | Buy |
121,071
+801
| +0.7% | +$72.3K | 1.22% | 10 |
|
|
2016
Q3 | $10.5M | Buy |
120,270
+256
| +0.2% | +$22.3K | 1.23% | 11 |
|
|
2016
Q2 | $11.3M | Buy |
120,014
+9,538
| +9% | +$894K | 1.35% | 8 |
|
|
2016
Q1 | $9.24M | Buy |
110,476
+2,406
| +2% | +$201K | 1.14% | 12 |
|
|
2015
Q4 | $8.42M | Buy |
108,070
+6,538
| +6% | +$510K | 1.06% | 17 |
|
|
2015
Q3 | $7.55M | Sell |
101,532
-2,462
| -2% | -$183K | 1.03% | 18 |
|
|
2015
Q2 | $8.65M | Sell |
103,994
-10,074
| -9% | -$838K | 1.09% | 16 |
|
|
2015
Q1 | $9.7M | Buy |
114,068
+6,245
| +6% | +$531K | 1.21% | 12 |
|
|
2014
Q4 | $9.97M | Sell |
107,823
-285
| -0.3% | -$26.3K | 1.24% | 10 |
|
|
2014
Q3 | $10.2M | Sell |
108,108
-1,283
| -1% | -$121K | 1.34% | 9 |
|
|
2014
Q2 | $11M | Sell |
109,391
-1,990
| -2% | -$200K | 1.42% | 8 |
|
|
2014
Q1 | $10.9M | Sell |
111,381
-5,327
| -5% | -$520K | 1.43% | 7 |
|
|
2013
Q4 | $11.8M | Buy |
116,708
+10,864
| +10% | +$1.1M | 1.66% | 6 |
|
|
2013
Q3 | $9.11M | Buy |
105,844
+751
| +0.7% | +$64.6K | 1.43% | 7 |
|
|
2013
Q2 | $9.5M | Buy |
+105,093
| New | +$9.5M | 1.58% | 6 |
|