FormulaFolio Investments’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $53K | Buy |
845
+117
| +16% | +$7.34K | 0.02% | 145 |
|
|
2021
Q1 | $44K | Sell |
728
-94,019
| -99% | -$5.68M | 0.01% | 149 |
|
|
2020
Q4 | $3.91M | Buy |
94,747
+62,472
| +194% | +$2.57M | 0.08% | 178 |
|
|
2020
Q3 | $1.11M | Sell |
32,275
-4,653
| -13% | -$160K | 0.04% | 143 |
|
|
2020
Q2 | $1.65M | Sell |
36,928
-316
| -0.8% | -$14.1K | 0.07% | 106 |
|
|
2020
Q1 | $1.41M | Buy |
37,244
+5,432
| +17% | +$206K | 0.08% | 93 |
|
|
2019
Q4 | $2.22M | Sell |
31,812
-482
| -1% | -$33.6K | 0.08% | 114 |
|
|
2019
Q3 | $2.28M | Buy |
32,294
+5,626
| +21% | +$397K | 0.09% | 101 |
|
|
2019
Q2 | $2.04M | Sell |
26,668
-8,667
| -25% | -$664K | 0.09% | 93 |
|
|
2019
Q1 | $2.86M | Sell |
35,335
-2,202
| -6% | -$178K | 0.13% | 78 |
|
|
2018
Q4 | $3.19M | Hold |
37,537
| – | – | 0.14% | 65 |
|
|
2018
Q3 | $3.19M | Sell |
37,537
-1,366
| -4% | -$116K | 0.14% | 65 |
|
|
2018
Q2 | $3.22M | Buy |
38,903
+2,636
| +7% | +$218K | 0.15% | 57 |
|
|
2018
Q1 | $2.71M | Sell |
36,267
-221
| -0.6% | -$16.5K | 0.16% | 52 |
|
|
2017
Q4 | $3.05M | Buy |
36,488
+4,559
| +14% | +$381K | 0.2% | 51 |
|
|
2017
Q3 | $2.62M | Buy |
31,929
+7,885
| +33% | +$647K | 0.2% | 38 |
|
|
2017
Q2 | $1.94M | Buy |
24,044
+2,241
| +10% | +$181K | 0.18% | 40 |
|
|
2017
Q1 | $1.79M | Buy |
21,803
+1,869
| +9% | +$153K | 0.2% | 32 |
|
|
2016
Q4 | $1.8M | Sell |
19,934
-1,489
| -7% | -$134K | 0.24% | 28 |
|
|
2016
Q3 | $1.87M | Sell |
21,423
-790
| -4% | -$69K | 0.28% | 33 |
|
|
2016
Q2 | $2.08M | Sell |
22,213
-105
| -0.5% | -$9.84K | 0.35% | 30 |
|
|
2016
Q1 | $1.87M | Sell |
22,318
-1,957
| -8% | -$164K | 0.32% | 28 |
|
|
2015
Q4 | $1.89M | Buy |
24,275
+415
| +2% | +$32.3K | 0.48% | 17 |
|
|
2015
Q3 | $1.77M | Sell |
23,860
-279
| -1% | -$20.7K | 0.57% | 14 |
|
|
2015
Q2 | $2.01M | Buy |
24,139
+10,742
| +80% | +$894K | 0.56% | 17 |
|
|
2015
Q1 | $1.14M | Buy |
13,397
+748
| +6% | +$63.6K | 0.35% | 24 |
|
|
2014
Q4 | $1.17M | Buy |
+12,649
| New | +$1.17M | 0.45% | 19 |
|