Heron Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $846K | Sell |
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|
2020
Q3 | $687K | Buy |
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|
2020
Q2 | $679K | Buy |
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|
2020
Q1 | $638K | Buy |
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|
2019
Q4 | $904K | Buy |
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