Gruss & Co’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$329K | – | 27 |
|
|
2023
Q1 | $329K | Buy |
3,000
+500
| +20% | +$54.8K | 2.08% | 16 |
|
|
2022
Q4 | $276K | Buy |
+2,500
| New | +$276K | 1.7% | 14 |
|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$330K | – | 27 |
|
|
2022
Q1 | $330K | Hold |
4,000
| – | – | 1.47% | 21 |
|
|
2021
Q4 | $245K | Hold |
4,000
| – | – | 0.66% | 32 |
|
|
2021
Q3 | $235K | Hold |
4,000
| – | – | 0.66% | 27 |
|
|
2021
Q2 | $252K | Hold |
4,000
| – | – | 0.91% | 21 |
|
|
2021
Q1 | $223K | Buy |
+4,000
| New | +$223K | 0.93% | 22 |
|
|
2020
Q4 | – | Sell |
-6,300
| Closed | -$216K | – | 32 |
|
|
2020
Q3 | $216K | Buy |
+6,300
| New | +$216K | 0.06% | 19 |
|
|
2020
Q2 | – | Sell |
-6,000
| Closed | -$228K | – | 36 |
|
|
2020
Q1 | $228K | Buy |
+6,000
| New | +$228K | 0.42% | 22 |
|
|
2014
Q3 | – | Sell |
-10,000
| Closed | -$1.01M | – | 53 |
|
|
2014
Q2 | $1.01M | Buy |
+10,000
| New | +$1.01M | 1.14% | 29 |
|