GA
Geller Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $728K | Sell |
6,768
-1,315
| -16% | -$141K | 0.05% | 90 |
|
|
2024
Q3 | $947K | Buy |
8,083
+751
| +10% | +$88K | 0.07% | 77 |
|
|
2024
Q2 | $844K | Buy |
7,332
+1,161
| +19% | +$134K | 0.06% | 89 |
|
|
2024
Q1 | $717K | Buy |
6,171
+130
| +2% | +$15.1K | 0.06% | 99 |
|
|
2023
Q4 | $604K | Sell |
6,041
-82
| -1% | -$8.2K | 0.06% | 104 |
|
|
2023
Q3 | $720K | Sell |
6,123
-298
| -5% | -$35K | 0.08% | 71 |
|
|
2023
Q2 | $689K | Sell |
6,421
-132
| -2% | -$14.2K | 0.09% | 75 |
|
|
2023
Q1 | $719K | Buy |
6,553
+2,837
| +76% | +$311K | 0.11% | 43 |
|
|
2022
Q4 | $410K | Sell |
3,716
-1,683
| -31% | -$186K | 0.07% | 65 |
|
|
2022
Q3 | $471K | Buy |
5,399
+1,711
| +46% | +$149K | 0.1% | 51 |
|
|
2022
Q2 | $316K | Buy |
3,688
+138
| +4% | +$11.8K | 0.07% | 83 |
|
|
2022
Q1 | $293K | Buy |
3,550
+47
| +1% | +$3.88K | 0.05% | 112 |
|
|
2021
Q4 | $214K | Buy |
+3,503
| New | +$214K | 0.04% | 168 |
|
|
2021
Q3 | – | Sell |
-3,505
| Closed | -$221K | – | 169 |
|
|
2021
Q2 | $221K | Buy |
+3,505
| New | +$221K | 0.05% | 125 |
|
|
2020
Q3 | – | Sell |
-5,619
| Closed | -$251K | – | 90 |
|
|
2020
Q2 | $251K | Buy |
+5,619
| New | +$251K | 0.08% | 65 |
|
|
2020
Q1 | – | Sell |
-2,919
| Closed | -$204K | – | 81 |
|
|
2019
Q4 | $204K | Sell |
2,919
-712
| -20% | -$49.8K | 0.06% | 56 |
|
|
2019
Q3 | $256K | Sell |
3,631
-148
| -4% | -$10.4K | 0.09% | 48 |
|
|
2019
Q2 | $290K | Buy |
3,779
+155
| +4% | +$11.9K | 0.11% | 21 |
|
|
2019
Q1 | $293K | Buy |
3,624
+569
| +19% | +$46K | 0.12% | 22 |
|
|
2018
Q4 | $208K | Sell |
3,055
-845
| -22% | -$57.5K | 0.1% | 27 |
|
|
2018
Q3 | $332K | Hold |
3,900
| – | – | 0.2% | 22 |
|
|
2018
Q2 | $323K | Hold |
3,900
| – | – | 0.14% | 21 |
|
|
2018
Q1 | $291K | Hold |
3,900
| – | – | 0.14% | 20 |
|
|
2017
Q4 | $326K | Hold |
3,900
| – | – | 0.16% | 21 |
|
|
2017
Q3 | $320K | Hold |
3,900
| – | – | 0.16% | 19 |
|
|
2017
Q2 | $315K | Hold |
3,900
| – | – | 0.16% | 20 |
|
|
2017
Q1 | $320K | Hold |
3,900
| – | – | 0.17% | 17 |
|
|
2016
Q4 | $352K | Sell |
3,900
-1,706
| -30% | -$154K | 0.21% | 17 |
|
|
2016
Q3 | $489K | Buy |
5,606
+84
| +2% | +$7.33K | 0.28% | 15 |
|
|
2016
Q2 | $518K | Hold |
5,522
| – | – | 0.3% | 12 |
|
|
2016
Q1 | $462K | Sell |
5,522
-945
| -15% | -$79.1K | 0.28% | 16 |
|
|
2015
Q4 | $504K | Buy |
6,467
+945
| +17% | +$73.6K | 0.3% | 15 |
|
|
2015
Q3 | $411K | Hold |
5,522
| – | – | 0.26% | 15 |
|
|
2015
Q2 | $459K | Hold |
5,522
| – | – | 0.27% | 18 |
|
|
2015
Q1 | $469K | Hold |
5,522
| – | – | 0.27% | 18 |
|
|
2014
Q4 | $511K | Buy |
5,522
+1,235
| +29% | +$114K | 0.3% | 18 |
|
|
2014
Q3 | $403K | Buy |
4,287
+419
| +11% | +$39.4K | 0.23% | 22 |
|
|
2014
Q2 | $389K | Buy |
3,868
+1,478
| +62% | +$149K | 0.26% | 15 |
|
|
2014
Q1 | $233K | Sell |
2,390
-845
| -26% | -$82.4K | 0.15% | 22 |
|
|
2013
Q4 | $327K | Sell |
3,235
-1,064
| -25% | -$108K | 0.22% | 17 |
|
|
2013
Q3 | $370K | Hold |
4,299
| – | – | 0.28% | 15 |
|
|
2013
Q2 | $388K | Buy |
+4,299
| New | +$388K | 0.33% | 15 |
|