Homrich & Berg’s Exxon Mobil XOM Stock Holding History

Homrich & Berg’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2.84M	Buy	48,192 +3,572	+8%	+$210K	0.06%	120
2021 Q2	$2.82M	Buy	44,620 +10,080	+29%	+$636K	0.07%	115
2021 Q1	$1.93M	Buy	34,540 +3,922	+13%	+$219K	0.05%	144
2020 Q4	$1.26M	Sell	30,618 -8,605	-22%	-$355K	0.04%	174
2020 Q3	$1.35M	Sell	39,223 -5,856	-13%	-$201K	0.05%	129
2020 Q2	$2.02M	Sell	45,079 -14,352	-24%	-$642K	0.08%	78
2020 Q1	$2.26M	Buy	59,431 +2,989	+5%	+$114K	0.13%	62
2019 Q4	$3.94M	Sell	56,442 -983	-2%	-$68.6K	0.18%	46
2019 Q3	$4.06M	Buy	57,425 +3,103	+6%	+$219K	0.21%	42
2019 Q2	$4.16M	Buy	54,322 +2,486	+5%	+$191K	0.22%	38
2019 Q1	$4.19M	Buy	51,836 +4,050	+8%	+$327K	0.22%	36
2018 Q4	$3.26M	Sell	47,786 -5,666	-11%	-$386K	0.19%	41
2018 Q3	$4.55M	Buy	53,452 +4,717	+10%	+$401K	0.27%	29
2018 Q2	$4.03M	Buy	48,735 +1,655	+4%	+$137K	0.29%	26
2018 Q1	$3.51M	Buy	47,080 +5,201	+12%	+$388K	0.24%	45
2017 Q4	$3.5M	Sell	41,879 -357	-0.8%	-$29.9K	0.24%	45
2017 Q3	$3.46M	Sell	42,236 -1,555	-4%	-$127K	0.27%	37
2017 Q2	$3.54M	Sell	43,791 -3,382	-7%	-$273K	0.31%	30
2017 Q1	$3.87M	Buy	47,173 +685	+1%	+$56.2K	0.33%	25
2016 Q4	$4.2M	Buy	46,488 +8,390	+22%	+$757K	0.38%	23
2016 Q3	$3.33M	Sell	38,098 -8,454	-18%	-$738K	0.3%	28
2016 Q2	$4.36M	Sell	46,552 -2,616	-5%	-$245K	0.42%	23
2016 Q1	$4.11M	Buy	49,168 +2,721	+6%	+$227K	0.41%	22
2015 Q4	$3.62M	Buy	46,447 +494	+1%	+$38.5K	0.33%	25
2015 Q3	$3.42M	Buy	45,953 +6,948	+18%	+$517K	0.36%	25
2015 Q2	$3.25M	Buy	39,005 +317	+0.8%	+$26.4K	0.32%	30
2015 Q1	$3.29M	Sell	38,688 -420	-1%	-$35.7K	0.32%	27
2014 Q4	$3.62M	Buy	39,108 +12,237	+46%	+$1.13M	0.37%	28
2014 Q3	$2.53M	Buy	26,871 +2,778	+12%	+$261K	0.26%	35
2014 Q2	$2.43M	Buy	24,093 +2,606	+12%	+$262K	0.28%	31
2014 Q1	$2.1M	Buy	21,487 +11	+0.1%	+$1.08K	0.27%	33
2013 Q4	$2.17M	Buy	21,476 +416	+2%	+$42.1K	0.3%	30
2013 Q3	$1.81M	Sell	21,060 -1,625	-7%	-$140K	0.29%	31
2013 Q2	$2.05M	Buy	+22,685	New	+$2.05M	0.37%	25