IPG Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,150
| Closed | -$599K | – | 202 |
|
|
2024
Q1 | $599K | Sell |
5,150
-500
| -9% | -$58.1K | 0.13% | 90 |
|
|
2023
Q4 | $565K | Buy |
+5,650
| New | +$565K | 0.11% | 107 |
|
|
2022
Q1 | – | Sell |
-8,386
| Closed | -$514K | – | 228 |
|
|
2021
Q4 | $514K | Sell |
8,386
-31,643
| -79% | -$1.94M | 0.09% | 113 |
|
|
2021
Q3 | $2.35M | Buy |
40,029
+7,195
| +22% | +$423K | 0.74% | 27 |
|
|
2021
Q2 | $2.07M | Buy |
32,834
+11,517
| +54% | +$726K | 0.61% | 28 |
|
|
2021
Q1 | $1.19M | Sell |
21,317
-228
| -1% | -$12.7K | 0.23% | 73 |
|
|
2020
Q4 | $888K | Buy |
21,545
+866
| +4% | +$35.7K | 0.21% | 66 |
|
|
2020
Q3 | $710K | Hold |
20,679
| – | – | 0.2% | 71 |
|
|
2020
Q2 | $925K | Sell |
20,679
-2,728
| -12% | -$122K | 0.31% | 54 |
|
|
2020
Q1 | $889K | Buy |
23,407
+320
| +1% | +$12.2K | 0.37% | 48 |
|
|
2019
Q4 | $1.61M | Buy |
+23,087
| New | +$1.61M | 0.51% | 42 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$205K | – | 171 |
|
|
2018
Q4 | $205K | Sell |
3,000
-1,000
| -25% | -$68.2K | 0.08% | 131 |
|
|
2018
Q3 | $340K | Hold |
4,000
| – | – | 0.11% | 116 |
|
|
2018
Q2 | $331K | Buy |
+4,000
| New | +$331K | 0.12% | 103 |
|
|
2016
Q3 | – | Sell |
-17,240
| Closed | -$1.62M | – | 139 |
|
|
2016
Q2 | $1.62M | Buy |
17,240
+14,700
| +579% | +$1.38M | 0.67% | 37 |
|
|
2016
Q1 | $212K | Sell |
2,540
-2,700
| -52% | -$226K | 0.1% | 94 |
|
|
2015
Q4 | $408K | Buy |
+5,240
| New | +$408K | 0.19% | 72 |
|