Eagle Ridge Investment Management’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
Q4 | $299K | Buy |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $474K | Buy |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10.1M | Sell |
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|
2019
Q3 | $14.5M | Sell |
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|
2019
Q2 | $16.1M | Sell |
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|
2019
Q1 | $17.9M | Buy |
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|
2018
Q4 | $15M | Buy |
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|
2018
Q3 | $18.5M | Sell |
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|
2018
Q2 | $18.2M | Buy |
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|
2018
Q1 | $11.5M | Sell |
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|
2017
Q4 | $13.1M | Buy |
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|
2017
Q3 | $12.7M | Buy |
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|
2017
Q2 | $11.6M | Buy |
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|
2017
Q1 | $8.85M | Buy |
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|
2016
Q4 | $9.46M | Sell |
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|
2016
Q3 | $9.27M | Sell |
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|
2016
Q2 | $10M | Buy |
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|
2016
Q1 | $8.76M | Sell |
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|
2015
Q4 | $8.19M | Sell |
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|
2015
Q3 | $8.12M | Buy |
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|
2015
Q2 | $3.84M | Buy |
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|
2015
Q1 | $3.92M | Buy |
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|
2014
Q4 | $4.18M | Sell |
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|
2014
Q3 | $4.25M | Sell |
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|
2014
Q2 | $4.67M | Buy |
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|
2014
Q1 | $4.51M | Sell |
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|
2013
Q4 | $4.78M | Sell |
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|
2013
Q3 | $4.2M | Sell |
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|
2013
Q2 | $4.47M | Buy |
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