Landmark Financial Advisors’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$302K	Buy	3,023 +90	+3%	+$9.46K	0.11%	75
2023 Q3	$345K	Buy	2,933 +218	+8%	+$23.9K	0.14%	68
2023 Q2	$291K	Buy	2,715 +319	+13%	+$34.8K	0.12%	73
2023 Q1	$263K	Buy	2,396 +45	+2%	+$4.98K	0.12%	77
2022 Q4	$259K	Buy	+2,351	New	+$252K	0.12%	75
2020 Q2	–	Sell	-5,796	Closed	-$246K	–	66
2020 Q1	$246K	Sell	5,796 -33	-0.6%	-$1.82K	0.17%	57
2019 Q4	$389K	Buy	5,829 +155	+3%	+$10.7K	0.23%	44
2019 Q3	$400K	Sell	5,674 -66	-1%	-$4.77K	0.25%	38
2019 Q2	$439K	Hold	5,740	–	–	0.27%	35
2019 Q1	$463K	Sell	5,740 -10	-0.2%	-$762	0.3%	37
2018 Q4	$392K	Buy	5,750 +7	+0.1%	+$549	0.26%	39
2018 Q3	$488K	Sell	5,743 -90	-2%	-$7.36K	0.29%	35
2018 Q2	$482K	Buy	5,833 +231	+4%	+$18.4K	0.3%	33
2018 Q1	$418K	Sell	5,602 -229	-4%	-$18.3K	0.26%	37
2017 Q4	$487K	Buy	5,831 +6	+0.1%	+$496	0.31%	32
2017 Q3	$478K	Buy	5,825 +6	+0.1%	+$476	0.32%	33
2017 Q2	$469K	Sell	5,819 -194	-3%	-$15.9K	0.34%	34
2017 Q1	$493K	Sell	6,013 -424	-7%	-$35.4K	0.37%	32
2016 Q4	$581K	Buy	6,437 +9	+0.1%	+$786	0.46%	30
2016 Q3	$561K	Sell	6,428 -96	-1%	-$8.52K	0.48%	31
2016 Q2	$611K	Buy	6,524 +1,744	+36%	+$154K	0.57%	31
2016 Q1	$399K	Buy	4,780 +463	+11%	+$37.1K	0.4%	33
2015 Q4	$336K	Sell	4,317 -19,911	-82%	-$1.59M	0.35%	33
2015 Q3	$611K	Buy	24,228 +36	+0.1%	+$2.77K	0.67%	26
2015 Q2	$642K	Buy	24,192 +19,110	+376%	+$1.64M	0.66%	25
2015 Q1	$432K	Buy	5,082 +4	+0.1%	+$355	0.45%	28
2014 Q4	$469K	Buy	+5,078	New	+$474K	0.48%	27