Intersect Capital’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.38M | Buy |
16,092
+1,762
| +12% | +$151K | 0.42% | 53 |
|
|
2022
Q1 | $1.18M | Buy |
14,330
+1,502
| +12% | +$124K | 0.23% | 91 |
|
|
2021
Q4 | $785K | Buy |
12,828
+1,477
| +13% | +$90.4K | 0.14% | 131 |
|
|
2021
Q3 | $668K | Sell |
11,351
-2,169
| -16% | -$128K | 0.11% | 146 |
|
|
2021
Q2 | $853K | Buy |
13,520
+4,545
| +51% | +$287K | 0.15% | 114 |
|
|
2021
Q1 | $501K | Buy |
8,975
+567
| +7% | +$31.7K | 0.1% | 166 |
|
|
2020
Q4 | $347K | Buy |
+8,408
| New | +$347K | 0.08% | 197 |
|
|
2020
Q3 | – | Sell |
-9,243
| Closed | -$413K | – | 246 |
|
|
2020
Q2 | $413K | Buy |
9,243
+1,759
| +24% | +$78.6K | 0.13% | 112 |
|
|
2020
Q1 | $284K | Buy |
7,484
+824
| +12% | +$31.3K | 0.11% | 129 |
|
|
2019
Q4 | $465K | Buy |
6,660
+503
| +8% | +$35.1K | 0.16% | 104 |
|
|
2019
Q3 | $435K | Buy |
6,157
+430
| +8% | +$30.4K | 0.16% | 102 |
|
|
2019
Q2 | $439K | Buy |
5,727
+189
| +3% | +$14.5K | 0.17% | 100 |
|
|
2019
Q1 | $447K | Buy |
5,538
+2
| +0% | +$161 | 0.19% | 85 |
|
|
2018
Q4 | $378K | Sell |
5,536
-134
| -2% | -$9.15K | 0.18% | 86 |
|
|
2018
Q3 | $482K | Sell |
5,670
-211
| -4% | -$17.9K | 0.21% | 77 |
|
|
2018
Q2 | $486K | Buy |
5,881
+175
| +3% | +$14.5K | 0.23% | 73 |
|
|
2018
Q1 | $426K | Buy |
5,706
+192
| +3% | +$14.3K | 0.23% | 74 |
|
|
2017
Q4 | $461K | Buy |
5,514
+4
| +0.1% | +$334 | 0.25% | 76 |
|
|
2017
Q3 | $452K | Sell |
5,510
-46
| -0.8% | -$3.77K | 0.26% | 72 |
|
|
2017
Q2 | $449K | Buy |
5,556
+2,697
| +94% | +$218K | 0.27% | 70 |
|
|
2017
Q1 | $235K | Sell |
2,859
-2,810
| -50% | -$231K | 0.2% | 78 |
|
|
2016
Q4 | $512K | Hold |
5,669
| – | – | 0.38% | 58 |
|
|
2016
Q3 | $495K | Sell |
5,669
-7,413
| -57% | -$647K | 0.39% | 56 |
|
|
2016
Q2 | $1.23M | Sell |
13,082
-100
| -0.8% | -$9.37K | 0.74% | 32 |
|
|
2016
Q1 | $1.1M | Buy |
13,182
+5,218
| +66% | +$436K | 0.69% | 34 |
|
|
2015
Q4 | $621K | Sell |
7,964
-7
| -0.1% | -$546 | 0.53% | 45 |
|
|
2015
Q3 | $593K | Hold |
7,971
| – | – | 0.54% | 43 |
|
|
2015
Q2 | $663K | Sell |
7,971
-2,172
| -21% | -$181K | 0.56% | 42 |
|
|
2015
Q1 | $886K | Buy |
10,143
+2,112
| +26% | +$184K | 0.68% | 34 |
|
|
2014
Q4 | $742K | Buy |
+8,031
| New | +$742K | 0.62% | 35 |
|