Johnson Midwest Financial’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 | $201K | Sell |
1,712
-1,000
| -37% | -$118K | 0.45% | 31 |
|
|
2023
Q2 | $291K | Buy |
2,712
+11
| +0.4% | +$1.18K | 0.26% | 25 |
|
|
2023
Q1 | $296K | Sell |
2,701
-17
| -0.6% | -$1.87K | 0.43% | 20 |
|
|
2022
Q4 | $300K | Sell |
2,718
-31
| -1% | -$3.42K | 1.1% | 15 |
|
|
2022
Q3 | $240 | Buy |
2,749
+12
| +0.4% | +$1 | 0.92% | 21 |
|
|
2022
Q2 | $234K | Buy |
2,737
+280
| +11% | +$23.9K | 0.31% | 28 |
|
|
2022
Q1 | $203K | Buy |
2,457
+158
| +7% | +$13.1K | 0.29% | 30 |
|
|
2021
Q4 | $141K | Sell |
2,299
-133
| -5% | -$8.16K | 0.11% | 41 |
|
|
2021
Q3 | $143K | Buy |
2,432
+16
| +0.7% | +$941 | 0.12% | 47 |
|
|
2021
Q2 | $152K | Buy |
2,416
+13
| +0.5% | +$818 | 0.15% | 43 |
|
|
2021
Q1 | $134K | Buy |
2,403
+14
| +0.6% | +$781 | 0.14% | 47 |
|
|
2020
Q4 | $98K | Buy |
+2,389
| New | +$98K | 0.09% | 56 |
|