Elmwood Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,824
| Closed | -$332K | – | 122 |
|
|
2023
Q3 | $332K | Buy |
2,824
+10
| +0.4% | +$1.18K | 0.16% | 104 |
|
|
2023
Q2 | $302K | Hold |
2,814
| – | – | 0.14% | 105 |
|
|
2023
Q1 | $309K | Hold |
2,814
| – | – | 0.15% | 103 |
|
|
2022
Q4 | $310K | Hold |
2,814
| – | – | 0.15% | 103 |
|
|
2022
Q3 | $246K | Hold |
2,814
| – | – | 0.12% | 108 |
|
|
2022
Q2 | $241K | Sell |
2,814
-65
| -2% | -$5.57K | 0.14% | 106 |
|
|
2022
Q1 | $238K | Buy |
2,879
+165
| +6% | +$13.6K | 0.12% | 107 |
|
|
2021
Q4 | $166K | Buy |
+2,714
| New | +$166K | 0.08% | 121 |
|
|
2021
Q2 | $266K | Buy |
4,214
+1,500
| +55% | +$94.7K | 0.14% | 98 |
|
|
2021
Q1 | $152K | Buy |
+2,714
| New | +$152K | 0.09% | 117 |
|
|
2020
Q3 | $121K | Hold |
2,714
| – | – | 0.1% | 101 |
|
|
2020
Q2 | $121K | Sell |
2,714
-13,956
| -84% | -$622K | 0.1% | 101 |
|
|
2020
Q1 | $1.24M | Buy |
16,670
+358
| +2% | +$26.7K | 1.19% | 29 |
|
|
2019
Q4 | $1.14M | Buy |
16,312
+375
| +2% | +$26.2K | 0.99% | 41 |
|
|
2019
Q3 | $1.13M | Buy |
15,937
+1,850
| +13% | +$131K | 1.14% | 31 |
|
|
2019
Q2 | $1.08M | Buy |
14,087
+275
| +2% | +$21.1K | 0.95% | 38 |
|
|
2019
Q1 | $1.12M | Sell |
13,812
-685
| -5% | -$55.3K | 1.03% | 34 |
|
|
2018
Q4 | $989K | Sell |
14,497
-783
| -5% | -$53.4K | 0.96% | 37 |
|
|
2018
Q3 | $1.3M | Sell |
15,280
-965
| -6% | -$82K | 1.08% | 30 |
|
|
2018
Q2 | $1.34M | Sell |
16,245
-425
| -3% | -$35.2K | 1.22% | 28 |
|
|
2018
Q1 | $1.24M | Buy |
+16,670
| New | +$1.24M | 1.19% | 29 |
|