Investment House LLC’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,109
| Closed | -$1.81M | – | 222 |
|
|
2023
Q4 | $1.81M | Buy |
18,109
+13,261
| +274% | +$1.33M | 0.13% | 96 |
|
|
2023
Q3 | $570K | Sell |
4,848
-252
| -5% | -$29.6K | 0.04% | 137 |
|
|
2023
Q2 | $547K | Hold |
5,100
| – | – | 0.04% | 142 |
|
|
2023
Q1 | $559K | Buy |
5,100
+35
| +0.7% | +$3.84K | 0.05% | 141 |
|
|
2022
Q4 | $559K | Buy |
5,065
+45
| +0.9% | +$4.96K | 0.05% | 129 |
|
|
2022
Q3 | $438K | Buy |
+5,020
| New | +$438K | 0.04% | 140 |
|
|
2021
Q1 | – | Sell |
-13,050
| Closed | -$538K | – | 225 |
|
|
2020
Q4 | $538K | Sell |
13,050
-100
| -0.8% | -$4.12K | 0.04% | 151 |
|
|
2020
Q3 | $451K | Sell |
13,150
-500
| -4% | -$17.1K | 0.04% | 149 |
|
|
2020
Q2 | $610K | Buy |
+13,650
| New | +$610K | 0.05% | 130 |
|
|
2016
Q3 | – | Sell |
-2,194
| Closed | -$206K | – | 189 |
|
|
2016
Q2 | $206K | Buy |
+2,194
| New | +$206K | 0.03% | 175 |
|