Edmonds Duncan Registered Investment Advisors’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
Q3 | $688K | Buy |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $892K | Buy |
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|
2022
Q3 | $706K | Hold |
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|
2022
Q2 | $693K | Buy |
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|
2022
Q1 | $655K | Hold |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $452K | Hold |
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|
2021
Q2 | $485K | Hold |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $436K | Hold |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $394K | Hold |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $684K | Hold |
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|
2019
Q3 | $692K | Buy |
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|
2019
Q2 | $744K | Hold |
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|
2019
Q1 | $785K | Sell |
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|
2018
Q4 | $687K | Sell |
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|
2018
Q3 | $913K | Hold |
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|
2018
Q2 | $889K | Sell |
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|
2018
Q1 | $843K | Hold |
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|
2017
Q4 | $945K | Hold |
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|
2017
Q3 | $943K | Sell |
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|
2017
Q2 | $918K | Sell |
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|
2017
Q1 | $974K | Sell |
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|
2016
Q4 | $1.21M | Hold |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.27M | Hold |
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|
2016
Q1 | $1.21M | Sell |
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|
2015
Q4 | $1.24M | Buy |
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