Financial Consulate’s Exxon Mobil XOM Stock Holding History

Financial Consulate’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,638	Closed	-$399K	–	124
2023 Q1	$399K	Sell	3,638 -175	-5%	-$19.2K	0.14%	86
2022 Q4	$421K	Buy	3,813 +5	+0.1%	+$552	0.15%	85
2022 Q3	$333K	Buy	3,808 +3	+0.1%	+$262	0.14%	82
2022 Q2	$326K	Sell	3,805 -862	-18%	-$73.9K	0.15%	90
2022 Q1	$385K	Sell	4,667 -362	-7%	-$29.9K	0.15%	85
2021 Q4	$308K	Buy	+5,029	New	+$308K	0.11%	105
2021 Q2	–	Sell	-3,649	Closed	-$204K	–	134
2021 Q1	$204K	Sell	3,649 -1,415	-28%	-$79.1K	0.08%	116
2020 Q4	$209K	Sell	5,064 -7,570	-60%	-$312K	0.09%	102
2020 Q3	$434K	Sell	12,634 -1,412	-10%	-$48.5K	0.21%	60
2020 Q2	$628K	Buy	14,046 +102	+0.7%	+$4.56K	0.32%	42
2020 Q1	$529K	Buy	13,944 +1,282	+10%	+$48.6K	0.31%	51
2019 Q4	$884K	Sell	12,662 -14	-0.1%	-$977	0.39%	40
2019 Q3	$895K	Sell	12,676 -898	-7%	-$63.4K	0.39%	41
2019 Q2	$1.04M	Sell	13,574 -651	-5%	-$49.9K	0.47%	39
2019 Q1	$1.15M	Sell	14,225 -674	-5%	-$54.4K	0.53%	36
2018 Q4	$1.02M	Buy	14,899 +20	+0.1%	+$1.36K	0.61%	42
2018 Q3	$1.27M	Buy	14,879 +73	+0.5%	+$6.21K	0.72%	37
2018 Q2	$1.23M	Sell	14,806 -329	-2%	-$27.2K	0.62%	39
2018 Q1	$1.13M	Sell	15,135 -6,817	-31%	-$509K	0.6%	39
2017 Q4	$1.84M	Buy	21,952 +103	+0.5%	+$8.62K	0.94%	28
2017 Q3	$1.79M	Buy	21,849 +7,854	+56%	+$644K	0.97%	27
2017 Q2	$1.13M	Buy	13,995 +853	+6%	+$68.9K	0.66%	38
2017 Q1	$1.08M	Sell	13,142 -17	-0.1%	-$1.39K	0.69%	36
2016 Q4	$1.19M	Buy	13,159 +3	+0%	+$271	0.86%	24
2016 Q3	$1.15M	Sell	13,156 -1,497	-10%	-$131K	1.02%	18
2016 Q2	$1.37M	Buy	14,653 +1,157	+9%	+$108K	1.05%	19
2016 Q1	$1.13M	Buy	13,496 +2,682	+25%	+$224K	0.78%	26
2015 Q4	$843K	Sell	10,814 -2,035	-16%	-$159K	0.6%	30
2015 Q3	$955K	Buy	12,849 +8,084	+170%	+$601K	0.83%	24
2015 Q2	$396K	Buy	4,765 +126	+3%	+$10.5K	0.29%	44
2015 Q1	$394K	Sell	4,639 -170	-4%	-$14.4K	0.33%	42
2014 Q4	$445K	Buy	+4,809	New	+$445K	0.29%	43