Johanson Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,594
| Closed | -$210K | – | 104 |
|
|
2020
Q1 | $210K | Sell |
5,594
-901,907
| -99% | -$33.9M | 0.12% | 92 |
|
|
2019
Q4 | $13M | Buy |
907,501
+895,023
| +7,173% | +$12.8M | 0.62% | 32 |
|
|
2019
Q3 | $884K | Sell |
12,478
-2,618
| -17% | -$185K | 0.46% | 48 |
|
|
2019
Q2 | $1.16M | Sell |
15,096
-210
| -1% | -$16.1K | 0.62% | 42 |
|
|
2019
Q1 | $1.24M | Buy |
15,306
+4,266
| +39% | +$344K | 0.69% | 39 |
|
|
2018
Q4 | $755K | Sell |
11,040
-1,097
| -9% | -$75K | 0.51% | 47 |
|
|
2018
Q3 | $1.03M | Sell |
12,137
-149
| -1% | -$12.7K | 0.6% | 40 |
|
|
2018
Q2 | $1.02M | Buy |
12,286
+599
| +5% | +$49.6K | 0.65% | 41 |
|
|
2018
Q1 | $870K | Sell |
11,687
-1,207
| -9% | -$89.9K | 0.58% | 41 |
|
|
2017
Q4 | $1.08M | Sell |
12,894
-911
| -7% | -$76K | 0.71% | 38 |
|
|
2017
Q3 | $1.13M | Sell |
13,805
-354
| -3% | -$28.9K | 0.82% | 31 |
|
|
2017
Q2 | $1.14M | Sell |
14,159
-1,675
| -11% | -$135K | 0.93% | 28 |
|
|
2017
Q1 | $1.3M | Buy |
+15,834
| New | +$1.3M | 1.14% | 25 |
|
|
2016
Q4 | – | Sell |
-17,502
| Closed | -$1.53M | – | 73 |
|
|
2016
Q3 | $1.53M | Buy |
17,502
+601
| +4% | +$52.5K | 1.64% | 19 |
|
|
2016
Q2 | $1.59M | Buy |
16,901
+231
| +1% | +$21.7K | 1.87% | 16 |
|
|
2016
Q1 | $1.39M | Buy |
16,670
+909
| +6% | +$76K | 1.72% | 17 |
|
|
2015
Q4 | $1.23M | Buy |
+15,761
| New | +$1.23M | 1.6% | 18 |
|