Hutner Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,493
| Closed | -$201K | – | 43 |
|
2019
Q1 | $201K | Sell |
2,493
-455
| -15% | -$36.7K | 0.15% | 41 |
|
2018
Q4 | $201K | Hold |
2,948
| – | – | 0.16% | 41 |
|
2018
Q3 | $251K | Sell |
2,948
-15
| -0.5% | -$1.28K | 0.18% | 42 |
|
2018
Q2 | $245K | Hold |
2,963
| – | – | 0.19% | 40 |
|
2018
Q1 | $221K | Sell |
2,963
-1,800
| -38% | -$134K | 0.17% | 40 |
|
2017
Q4 | $398K | Sell |
4,763
-430
| -8% | -$35.9K | 0.28% | 36 |
|
2017
Q3 | $426K | Sell |
5,193
-570
| -10% | -$46.8K | 0.32% | 35 |
|
2017
Q2 | $465K | Sell |
5,763
-345
| -6% | -$27.8K | 0.36% | 32 |
|
2017
Q1 | $501K | Sell |
6,108
-785
| -11% | -$64.4K | 0.4% | 31 |
|
2016
Q4 | $622K | Sell |
6,893
-1,665
| -19% | -$150K | 0.52% | 30 |
|
2016
Q3 | $747K | Buy |
+8,558
| New | +$747K | 0.63% | 29 |
|