Icon Wealth Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17M | Sell |
144,291
-1,974
| -1% | -$232K | 1.93% | 10 |
|
|
2023
Q2 | $15.7M | Sell |
146,265
-3,709
| -2% | -$398K | 1.66% | 13 |
|
|
2023
Q1 | $16.4M | Buy |
+149,974
| New | +$16.4M | 1.79% | 11 |
|
|
2022
Q2 | $12.3M | Sell |
143,816
-52,417
| -27% | -$4.49M | 1.47% | 12 |
|
|
2022
Q1 | $16.2M | Buy |
196,233
+12,680
| +7% | +$1.05M | 1.61% | 10 |
|
|
2021
Q4 | $11.2M | Buy |
183,553
+7,323
| +4% | +$448K | 1.13% | 15 |
|
|
2021
Q3 | $10.4M | Buy |
176,230
+3,474
| +2% | +$204K | 1.09% | 16 |
|
|
2021
Q2 | $10.9M | Buy |
172,756
+10,978
| +7% | +$692K | 1.17% | 15 |
|
|
2021
Q1 | $9.03M | Buy |
161,778
+12,787
| +9% | +$714K | 1.13% | 14 |
|
|
2020
Q4 | $6.14M | Buy |
148,991
+7,913
| +6% | +$326K | 0.97% | 16 |
|
|
2020
Q3 | $4.84M | Buy |
141,078
+65,801
| +87% | +$2.26M | 0.94% | 19 |
|
|
2020
Q2 | $3.37M | Buy |
75,277
+22,422
| +42% | +$1M | 0.82% | 25 |
|
|
2020
Q1 | $2.01M | Buy |
52,855
+26,515
| +101% | +$1.01M | 0.79% | 24 |
|
|
2019
Q4 | $1.84M | Sell |
26,340
-900
| -3% | -$62.8K | 0.58% | 29 |
|
|
2019
Q3 | $1.92M | Sell |
27,240
-217
| -0.8% | -$15.3K | 0.66% | 27 |
|
|
2019
Q2 | $2.1M | Buy |
27,457
+2,187
| +9% | +$168K | 0.74% | 26 |
|
|
2019
Q1 | $2.04M | Sell |
25,270
-163
| -0.6% | -$13.2K | 0.76% | 26 |
|
|
2018
Q4 | $1.73M | Sell |
25,433
-444
| -2% | -$30.3K | 0.84% | 26 |
|
|
2018
Q3 | $2.2M | Sell |
25,877
-8,134
| -24% | -$692K | 0.92% | 21 |
|
|
2018
Q2 | $2.81M | Sell |
34,011
-193
| -0.6% | -$16K | 1.18% | 14 |
|
|
2018
Q1 | $2.55M | Buy |
34,204
+5,548
| +19% | +$414K | 1.37% | 15 |
|
|
2017
Q4 | $2.4M | Buy |
+28,656
| New | +$2.4M | 1.19% | 13 |
|