Genovese Burford & Brothers Wealth & Retirement Plan Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $631K | Sell |
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|
2020
Q3 | $618K | Sell |
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|
2020
Q2 | $810K | Sell |
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|
2020
Q1 | $726K | Buy |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $954K | Sell |
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|
2018
Q2 | $931K | Sell |
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|
2018
Q1 | $857K | Sell |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $929K | Buy |
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|
2017
Q2 | $901K | Sell |
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|
2017
Q1 | $965K | Sell |
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|
2016
Q4 | $2.03M | Buy |
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|
2016
Q3 | $984K | Sell |
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|
2016
Q2 | $1.06M | Buy |
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|
2016
Q1 | $876K | Buy |
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|
2015
Q4 | $802K | Buy |
|