Kovitz Investment Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $2.95M | Sell |
37,811
-539
| -1% | -$42K | 0.18% | 49 |
|
|
2015
Q3 | $2.85M | Sell |
38,350
-350
| -0.9% | -$26K | 0.17% | 47 |
|
|
2015
Q2 | $3.22M | Buy |
38,700
+253
| +0.7% | +$21.1K | 0.18% | 49 |
|
|
2015
Q1 | $3.27M | Buy |
38,447
+3,918
| +11% | +$333K | 0.18% | 45 |
|
|
2014
Q4 | $3.19M | Sell |
34,529
-252
| -0.7% | -$23.3K | 0.16% | 49 |
|
|
2014
Q3 | $3.27M | Sell |
34,781
-25
| -0.1% | -$2.35K | 0.17% | 43 |
|
|
2014
Q2 | $3.5M | Buy |
34,806
+1,590
| +5% | +$160K | 0.18% | 45 |
|
|
2014
Q1 | $2.99M | Sell |
33,216
-2,431
| -7% | -$219K | 0.15% | 51 |
|
|
2013
Q4 | $3.61M | Buy |
35,647
+1,771
| +5% | +$179K | 0.16% | 43 |
|
|
2013
Q3 | $2.92M | Sell |
33,876
-950
| -3% | -$81.7K | 0.14% | 42 |
|
|
2013
Q2 | $3.15M | Buy |
+34,826
| New | +$3.15M | 0.16% | 40 |
|