Evelyn V. Moreno’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 | $1.61M | Sell |
16,115
-33,368
| -67% | -$3.34M | 0.76% | 44 |
|
|
2023
Q3 | $5.82M | Sell |
49,483
-11,247
| -19% | -$1.32M | 1.27% | 29 |
|
|
2023
Q2 | $6.51M | Sell |
60,730
-4,238
| -7% | -$455K | 1.39% | 27 |
|
|
2023
Q1 | $7.12M | Sell |
64,968
-361
| -0.6% | -$39.6K | 1.61% | 19 |
|
|
2022
Q4 | $7.21M | Buy |
65,329
+30,258
| +86% | +$3.34M | 1.67% | 18 |
|
|
2022
Q3 | $3.06M | Buy |
35,071
+28,211
| +411% | +$2.46M | 1.38% | 15 |
|
|
2022
Q2 | $587K | Buy |
+6,860
| New | +$587K | 0.14% | 76 |
|
|
2020
Q4 | – | Sell |
-32,689
| Closed | -$1.12M | – | 68 |
|
|
2020
Q3 | $1.12M | Sell |
32,689
-320
| -1% | -$11K | 0.3% | 51 |
|
|
2020
Q2 | $1.48M | Sell |
33,009
-1,230
| -4% | -$55K | 0.43% | 49 |
|
|
2020
Q1 | $1.3M | Sell |
34,239
-9,055
| -21% | -$344K | 0.44% | 49 |
|
|
2019
Q4 | $3.02M | Sell |
43,294
-15,662
| -27% | -$1.09M | 0.81% | 45 |
|
|
2019
Q3 | $4.16M | Buy |
58,956
+4,770
| +9% | +$337K | 1.14% | 41 |
|
|
2019
Q2 | $4.15M | Sell |
54,186
-24,948
| -32% | -$1.91M | 1.26% | 38 |
|
|
2019
Q1 | $6.39M | Sell |
79,134
-2,535
| -3% | -$205K | 1.89% | 26 |
|
|
2018
Q4 | $5.57M | Buy |
81,669
+190
| +0.2% | +$13K | 1.84% | 28 |
|
|
2018
Q3 | $6.93M | Sell |
81,479
-3,006
| -4% | -$256K | 1.94% | 24 |
|
|
2018
Q2 | $6.99M | Buy |
84,485
+1,100
| +1% | +$91K | 2.04% | 19 |
|
|
2018
Q1 | $6.22M | Buy |
83,385
+490
| +0.6% | +$36.6K | 1.9% | 22 |
|
|
2017
Q4 | $6.93M | Sell |
82,895
-4,745
| -5% | -$397K | 2.1% | 19 |
|
|
2017
Q3 | $7.19M | Buy |
87,640
+230
| +0.3% | +$18.9K | 2.15% | 19 |
|
|
2017
Q2 | $7.06M | Sell |
87,410
-1,215
| -1% | -$98.1K | 2.17% | 19 |
|
|
2017
Q1 | $7.27M | Buy |
88,625
+11,735
| +15% | +$962K | 2.21% | 19 |
|
|
2016
Q4 | $6.94M | Sell |
76,890
-170
| -0.2% | -$15.3K | 2.5% | 9 |
|
|
2016
Q3 | $6.73M | Buy |
77,060
+2,480
| +3% | +$216K | 2.47% | 6 |
|
|
2016
Q2 | $6.99M | Buy |
74,580
+180
| +0.2% | +$16.9K | 2.65% | 5 |
|
|
2016
Q1 | $6.22M | Buy |
74,400
+175
| +0.2% | +$14.6K | 2.41% | 7 |
|
|
2015
Q4 | $5.79M | Buy |
74,225
+21,821
| +42% | +$1.7M | 2.41% | 6 |
|
|
2015
Q3 | $3.9M | Buy |
52,404
+25
| +0% | +$1.86K | 1.67% | 30 |
|
|
2015
Q2 | $4.36M | Sell |
52,379
-881
| -2% | -$73.3K | 1.73% | 22 |
|
|
2015
Q1 | $4.53M | Sell |
53,260
-2,252
| -4% | -$191K | 1.71% | 21 |
|
|
2014
Q4 | $5.13M | Buy |
55,512
+672
| +1% | +$62.1K | 1.89% | 16 |
|
|
2014
Q3 | $5.16M | Sell |
54,840
-1,125
| -2% | -$106K | 1.98% | 13 |
|
|
2014
Q2 | $5.64M | Buy |
55,965
+132
| +0.2% | +$13.3K | 2.12% | 8 |
|
|
2014
Q1 | $5.45M | Buy |
55,833
+1,060
| +2% | +$104K | 2.15% | 6 |
|
|
2013
Q4 | $5.54M | Buy |
+54,773
| New | +$5.54M | 2.29% | 6 |
|