Heritage Way Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $1.66M | Sell |
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|
2019
Q3 | $1.73M | Sell |
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|
2019
Q2 | $2.08M | Buy |
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|
2019
Q1 | $2.11M | Buy |
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|
2018
Q4 | $1.78M | Sell |
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|
2018
Q3 | $2.28M | Buy |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $1.81M | Sell |
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|
2017
Q4 | $2.04M | Buy |
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|
2017
Q3 | $1.95M | Buy |
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|
2017
Q2 | $1.9M | Buy |
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|
2017
Q1 | $1.88M | Buy |
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|
2016
Q4 | $2.02M | Buy |
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