Fiduciary Financial Services of The Southwest’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $3.97M | Sell |
56,875
-1,008
| -2% | -$70.3K | 1.04% | 33 |
|
2019
Q3 | $4.09M | Sell |
57,883
-958
| -2% | -$67.6K | 1.09% | 30 |
|
2019
Q2 | $4.51M | Sell |
58,841
-1,309
| -2% | -$100K | 1.28% | 27 |
|
2019
Q1 | $4.86M | Sell |
60,150
-100
| -0.2% | -$8.08K | 1.41% | 25 |
|
2018
Q4 | $4.11M | Sell |
60,250
-1,890
| -3% | -$129K | 1.3% | 25 |
|
2018
Q3 | $5.28M | Buy |
62,140
+77
| +0.1% | +$6.55K | 1.47% | 19 |
|
2018
Q2 | $5.13M | Sell |
62,063
-451
| -0.7% | -$37.3K | 1.56% | 19 |
|
2018
Q1 | $4.66M | Sell |
62,514
-245
| -0.4% | -$18.3K | 1.43% | 23 |
|
2017
Q4 | $5.25M | Sell |
62,759
-4,000
| -6% | -$335K | 1.54% | 20 |
|
2017
Q3 | $5.47M | Buy |
66,759
+4,093
| +7% | +$336K | 1.64% | 17 |
|
2017
Q2 | $5.06M | Buy |
62,666
+1,981
| +3% | +$160K | 1.56% | 17 |
|
2017
Q1 | $4.98M | Sell |
60,685
-1,820
| -3% | -$149K | 1.58% | 16 |
|
2016
Q4 | $5.64M | Buy |
62,505
+57
| +0.1% | +$5.15K | 1.86% | 13 |
|
2016
Q3 | $5.45M | Sell |
62,448
-385
| -0.6% | -$33.6K | 1.75% | 14 |
|
2016
Q2 | $5.89M | Sell |
62,833
-9
| -0% | -$844 | 1.89% | 14 |
|
2016
Q1 | $5.25M | Sell |
62,842
-850
| -1% | -$71.1K | 1.86% | 14 |
|
2015
Q4 | $4.97M | Sell |
63,692
-497
| -0.8% | -$38.7K | 1.77% | 14 |
|
2015
Q3 | $4.77M | Buy |
64,189
+1,205
| +2% | +$89.6K | 1.67% | 16 |
|
2015
Q2 | $5.24M | Buy |
62,984
+70
| +0.1% | +$5.82K | 1.62% | 13 |
|
2015
Q1 | $5.35M | Sell |
62,914
-632
| -1% | -$53.7K | 1.57% | 14 |
|
2014
Q4 | $5.88M | Buy |
63,546
+635
| +1% | +$58.7K | 1.68% | 14 |
|
2014
Q3 | $5.92M | Buy |
62,911
+508
| +0.8% | +$47.8K | 1.67% | 13 |
|
2014
Q2 | $6.28M | Sell |
62,403
-1,663
| -3% | -$167K | 1.76% | 10 |
|
2014
Q1 | $6.26M | Sell |
64,066
-100
| -0.2% | -$9.77K | 1.89% | 7 |
|
2013
Q4 | $6.49M | Sell |
64,166
-1,080
| -2% | -$109K | 2.04% | 6 |
|
2013
Q3 | $5.61M | Buy |
65,246
+2,577
| +4% | +$222K | 1.85% | 11 |
|
2013
Q2 | $5.66M | Buy |
+62,669
| New | +$5.66M | 1.89% | 12 |
|