KPCM
Kings Point Capital Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $726K | Sell |
8,787
-424
| -5% | -$35K | 0.06% | 117 |
|
|
2021
Q4 | $564K | Buy |
9,211
+425
| +5% | +$26K | 0.05% | 136 |
|
|
2021
Q3 | $517K | Buy |
8,786
+1,512
| +21% | +$89K | 0.05% | 139 |
|
|
2021
Q2 | $459K | Buy |
7,274
+29
| +0.4% | +$1.83K | 0.04% | 139 |
|
|
2021
Q1 | $405K | Buy |
7,245
+353
| +5% | +$19.7K | 0.04% | 140 |
|
|
2020
Q4 | $284K | Sell |
6,892
-279
| -4% | -$11.5K | 0.03% | 153 |
|
|
2020
Q3 | $246K | Buy |
7,171
+214
| +3% | +$7.34K | 0.03% | 154 |
|
|
2020
Q2 | $311K | Buy |
6,957
+1
| +0% | +$45 | 0.05% | 132 |
|
|
2020
Q1 | $264K | Sell |
6,956
-756
| -10% | -$28.7K | 0.05% | 136 |
|
|
2019
Q4 | $538K | Sell |
7,712
-515
| -6% | -$35.9K | 0.08% | 119 |
|
|
2019
Q3 | $581K | Buy |
8,227
+785
| +11% | +$55.4K | 0.1% | 112 |
|
|
2019
Q2 | $570K | Buy |
7,442
+1,635
| +28% | +$125K | 0.1% | 106 |
|
|
2019
Q1 | $469K | Buy |
5,807
+9
| +0.2% | +$727 | 0.09% | 103 |
|
|
2018
Q4 | $395K | Buy |
5,798
+606
| +12% | +$41.3K | 0.09% | 105 |
|
|
2018
Q3 | $441K | Hold |
5,192
| – | – | 0.08% | 117 |
|
|
2018
Q2 | $430K | Sell |
5,192
-28,502
| -85% | -$2.36M | 0.08% | 120 |
|
|
2018
Q1 | $2.51M | Sell |
33,694
-17,508
| -34% | -$1.31M | 0.51% | 62 |
|
|
2017
Q4 | $4.28M | Sell |
51,202
-19,118
| -27% | -$1.6M | 0.9% | 47 |
|
|
2017
Q3 | $5.77M | Buy |
70,320
+3,229
| +5% | +$265K | 1.29% | 29 |
|
|
2017
Q2 | $5.42M | Sell |
67,091
-3,999
| -6% | -$323K | 1.26% | 29 |
|
|
2017
Q1 | $5.83M | Sell |
71,090
-4,385
| -6% | -$360K | 1.37% | 28 |
|
|
2016
Q4 | $6.81M | Buy |
75,475
+64,427
| +583% | +$5.81M | 1.68% | 24 |
|
|
2016
Q3 | $964K | Buy |
11,048
+104
| +1% | +$9.08K | 0.25% | 72 |
|
|
2016
Q2 | $1.03M | Buy |
10,944
+400
| +4% | +$37.5K | 0.26% | 69 |
|
|
2016
Q1 | $881K | Buy |
10,544
+200
| +2% | +$16.7K | 0.22% | 71 |
|
|
2015
Q4 | $806K | Buy |
10,344
+2,200
| +27% | +$171K | 0.2% | 80 |
|
|
2015
Q3 | $606K | Sell |
8,144
-250
| -3% | -$18.6K | 0.16% | 90 |
|
|
2015
Q2 | $698K | Buy |
8,394
+1,154
| +16% | +$96K | 0.17% | 89 |
|
|
2015
Q1 | $615K | Sell |
7,240
-351
| -5% | -$29.8K | 0.15% | 83 |
|
|
2014
Q4 | $702K | Buy |
7,591
+276
| +4% | +$25.5K | 0.19% | 73 |
|
|
2014
Q3 | $688K | Sell |
7,315
-100
| -1% | -$9.41K | 0.21% | 67 |
|
|
2014
Q2 | $747K | Sell |
7,415
-226
| -3% | -$22.8K | 0.22% | 61 |
|
|
2014
Q1 | $746K | Sell |
7,641
-400
| -5% | -$39.1K | 0.24% | 63 |
|
|
2013
Q4 | $814K | Buy |
8,041
+10
| +0.1% | +$1.01K | 0.29% | 59 |
|
|
2013
Q3 | $691K | Buy |
8,031
+100
| +1% | +$8.6K | 0.27% | 63 |
|
|
2013
Q2 | $717K | Buy |
+7,931
| New | +$717K | 0.29% | 65 |
|