FPFS
First Personal Financial Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.07M | Buy |
43,280
+746
| +2% | +$87.4K | 1.07% | 38 |
|
|
2024
Q2 | $4.9M | Buy |
42,534
+427
| +1% | +$49.2K | 1.11% | 36 |
|
|
2024
Q1 | $4.89M | Buy |
42,107
+74
| +0.2% | +$8.6K | 1.14% | 37 |
|
|
2023
Q4 | $4.2M | Sell |
42,033
-837
| -2% | -$83.7K | 1.02% | 39 |
|
|
2023
Q3 | $5.04M | Buy |
42,870
+31,090
| +264% | +$3.66M | 1.31% | 32 |
|
|
2023
Q2 | $1.26M | Buy |
11,780
+6,079
| +107% | +$652K | 0.31% | 59 |
|
|
2023
Q1 | $625K | Sell |
5,701
-1,491
| -21% | -$163K | 0.16% | 72 |
|
|
2022
Q4 | $793K | Sell |
7,192
-278
| -4% | -$30.7K | 0.21% | 69 |
|
|
2022
Q3 | $652K | Buy |
7,470
+3,221
| +76% | +$281K | 0.19% | 72 |
|
|
2022
Q2 | $364K | Sell |
4,249
-156
| -4% | -$13.4K | 0.1% | 83 |
|
|
2022
Q1 | $364K | Sell |
4,405
-25,416
| -85% | -$2.1M | 0.08% | 89 |
|
|
2021
Q4 | $1.83M | Buy |
29,821
+174
| +0.6% | +$10.6K | 0.41% | 57 |
|
|
2021
Q3 | $1.74M | Buy |
29,647
+1,894
| +7% | +$111K | 0.43% | 56 |
|
|
2021
Q2 | $1.75M | Sell |
27,753
-3,112
| -10% | -$196K | 0.45% | 53 |
|
|
2021
Q1 | $1.72M | Sell |
30,865
-2,146
| -7% | -$120K | 0.47% | 54 |
|
|
2020
Q4 | $1.36M | Sell |
33,011
-648
| -2% | -$26.7K | 0.39% | 58 |
|
|
2020
Q3 | $1.16M | Buy |
33,659
+68
| +0.2% | +$2.34K | 0.37% | 59 |
|
|
2020
Q2 | $1.5M | Buy |
33,591
+638
| +2% | +$28.5K | 0.51% | 52 |
|
|
2020
Q1 | $1.25M | Buy |
32,953
+5,559
| +20% | +$211K | 0.48% | 56 |
|
|
2019
Q4 | $1.91M | Sell |
27,394
-98
| -0.4% | -$6.84K | 0.62% | 50 |
|
|
2019
Q3 | $1.94M | Buy |
27,492
+200
| +0.7% | +$14.1K | 0.6% | 50 |
|
|
2019
Q2 | $2.09M | Buy |
27,292
+8,044
| +42% | +$616K | 0.6% | 48 |
|
|
2019
Q1 | $1.56M | Buy |
19,248
+3,265
| +20% | +$264K | 0.47% | 53 |
|
|
2018
Q4 | $1.09M | Buy |
15,983
+2,967
| +23% | +$202K | 0.38% | 65 |
|
|
2018
Q3 | $1.11M | Buy |
13,016
+422
| +3% | +$35.9K | 0.35% | 67 |
|
|
2018
Q2 | $1.04M | Sell |
12,594
-3,226
| -20% | -$267K | 0.35% | 66 |
|
|
2018
Q1 | $1.18M | Sell |
15,820
-1,281
| -7% | -$95.5K | 0.26% | 90 |
|
|
2017
Q4 | $1.43M | Sell |
17,101
-195
| -1% | -$16.3K | 0.28% | 89 |
|
|
2017
Q3 | $1.42M | Sell |
17,296
-430
| -2% | -$35.3K | 0.3% | 82 |
|
|
2017
Q2 | $1.43M | Buy |
17,726
+715
| +4% | +$57.7K | 0.31% | 80 |
|
|
2017
Q1 | $1.4M | Sell |
17,011
-316
| -2% | -$25.9K | 0.33% | 77 |
|
|
2016
Q4 | $1.56M | Sell |
17,327
-743
| -4% | -$67.1K | 0.41% | 69 |
|
|
2016
Q3 | $1.58M | Buy |
18,070
+910
| +5% | +$79.4K | 0.46% | 67 |
|
|
2016
Q2 | $1.61M | Buy |
17,160
+4,215
| +33% | +$395K | 0.55% | 61 |
|
|
2016
Q1 | $1.08M | Sell |
12,945
-1,538
| -11% | -$129K | 0.54% | 55 |
|
|
2015
Q4 | $1.13M | Buy |
14,483
+379
| +3% | +$29.5K | 0.64% | 54 |
|
|
2015
Q3 | $1.05M | Buy |
14,104
+507
| +4% | +$37.7K | 0.63% | 54 |
|
|
2015
Q2 | $1.13M | Buy |
13,597
+1,398
| +11% | +$116K | 0.68% | 52 |
|
|
2015
Q1 | $1.04M | Sell |
12,199
-35,205
| -74% | -$2.99M | 0.63% | 58 |
|
|
2014
Q4 | $4.38M | Buy |
+47,404
| New | +$4.38M | 2.57% | 6 |
|