Landmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $302K | Buy |
3,023
+90
| +3% | +$9K | 0.11% | 75 |
|
|
2023
Q3 | $345K | Buy |
2,933
+218
| +8% | +$25.6K | 0.14% | 68 |
|
|
2023
Q2 | $291K | Buy |
2,715
+319
| +13% | +$34.2K | 0.12% | 73 |
|
|
2023
Q1 | $263K | Buy |
2,396
+45
| +2% | +$4.94K | 0.12% | 77 |
|
|
2022
Q4 | $259K | Buy |
+2,351
| New | +$259K | 0.12% | 75 |
|
|
2020
Q2 | – | Sell |
-5,796
| Closed | -$246K | – | 66 |
|
|
2020
Q1 | $246K | Sell |
5,796
-33
| -0.6% | -$1.4K | 0.17% | 57 |
|
|
2019
Q4 | $389K | Buy |
5,829
+155
| +3% | +$10.3K | 0.23% | 44 |
|
|
2019
Q3 | $400K | Sell |
5,674
-66
| -1% | -$4.65K | 0.25% | 38 |
|
|
2019
Q2 | $439K | Hold |
5,740
| – | – | 0.27% | 35 |
|
|
2019
Q1 | $463K | Sell |
5,740
-10
| -0.2% | -$807 | 0.3% | 37 |
|
|
2018
Q4 | $392K | Buy |
5,750
+7
| +0.1% | +$477 | 0.26% | 39 |
|
|
2018
Q3 | $488K | Sell |
5,743
-90
| -2% | -$7.65K | 0.29% | 35 |
|
|
2018
Q2 | $482K | Buy |
5,833
+231
| +4% | +$19.1K | 0.3% | 33 |
|
|
2018
Q1 | $418K | Sell |
5,602
-229
| -4% | -$17.1K | 0.26% | 37 |
|
|
2017
Q4 | $487K | Buy |
5,831
+6
| +0.1% | +$501 | 0.31% | 32 |
|
|
2017
Q3 | $478K | Buy |
5,825
+6
| +0.1% | +$492 | 0.32% | 33 |
|
|
2017
Q2 | $469K | Sell |
5,819
-194
| -3% | -$15.6K | 0.34% | 34 |
|
|
2017
Q1 | $493K | Sell |
6,013
-424
| -7% | -$34.8K | 0.37% | 32 |
|
|
2016
Q4 | $581K | Buy |
6,437
+9
| +0.1% | +$812 | 0.46% | 30 |
|
|
2016
Q3 | $561K | Sell |
6,428
-96
| -1% | -$8.38K | 0.48% | 31 |
|
|
2016
Q2 | $611K | Buy |
6,524
+1,744
| +36% | +$163K | 0.57% | 31 |
|
|
2016
Q1 | $399K | Buy |
4,780
+463
| +11% | +$38.6K | 0.4% | 33 |
|
|
2015
Q4 | $336K | Sell |
4,317
-19,911
| -82% | -$1.55M | 0.35% | 33 |
|
|
2015
Q3 | $611K | Buy |
24,228
+36
| +0.1% | +$908 | 0.67% | 26 |
|
|
2015
Q2 | $642K | Buy |
24,192
+19,110
| +376% | +$507K | 0.66% | 25 |
|
|
2015
Q1 | $432K | Buy |
5,082
+4
| +0.1% | +$340 | 0.45% | 28 |
|
|
2014
Q4 | $469K | Buy |
+5,078
| New | +$469K | 0.48% | 27 |
|