Laurel Wealth Advisors (California)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.16M | Sell |
73,999
-494
| -0.7% | -$54.5K | 0.8% | 25 |
|
|
2022
Q3 | $6.5M | Sell |
74,493
-281
| -0.4% | -$24.5K | 0.69% | 28 |
|
|
2022
Q2 | $6.4M | Sell |
74,774
-1,974
| -3% | -$169K | 0.65% | 30 |
|
|
2022
Q1 | $6.34M | Buy |
76,748
+10,613
| +16% | +$877K | 0.52% | 40 |
|
|
2021
Q4 | $4.05M | Buy |
66,135
+10,173
| +18% | +$623K | 0.31% | 79 |
|
|
2021
Q3 | $3.29M | Sell |
55,962
-2,095
| -4% | -$123K | 0.6% | 29 |
|
|
2021
Q2 | $3.66M | Buy |
58,057
+1,799
| +3% | +$113K | 0.47% | 48 |
|
|
2021
Q1 | $3.14M | Sell |
56,258
-10,878
| -16% | -$607K | 0.48% | 47 |
|
|
2020
Q4 | $2.77M | Sell |
67,136
-1,252
| -2% | -$51.6K | 0.41% | 58 |
|
|
2020
Q3 | $2.35M | Buy |
68,388
+3,696
| +6% | +$127K | 0.39% | 59 |
|
|
2020
Q2 | $2.89M | Sell |
64,692
-2,483
| -4% | -$111K | 0.53% | 47 |
|
|
2020
Q1 | $2.55M | Buy |
67,175
+4,431
| +7% | +$168K | 0.59% | 41 |
|
|
2019
Q4 | $4.38M | Sell |
62,744
-17,285
| -22% | -$1.21M | 0.73% | 32 |
|
|
2019
Q3 | $5.65M | Buy |
80,029
+15,459
| +24% | +$1.09M | 0.97% | 17 |
|
|
2019
Q2 | $4.95M | Sell |
64,570
-1,480
| -2% | -$113K | 1.08% | 19 |
|
|
2019
Q1 | $5.34M | Sell |
66,050
-2,466
| -4% | -$199K | 1.31% | 9 |
|
|
2018
Q4 | $4.67M | Sell |
68,516
-989
| -1% | -$67.4K | 1.38% | 10 |
|
|
2018
Q3 | $5.91M | Sell |
69,505
-2,827
| -4% | -$240K | 1.45% | 7 |
|
|
2018
Q2 | $5.98M | Buy |
72,332
+27,981
| +63% | +$2.31M | 1.59% | 6 |
|
|
2018
Q1 | $3.31M | Sell |
44,351
-827
| -2% | -$61.7K | 1.03% | 17 |
|
|
2017
Q4 | $3.78M | Buy |
45,178
+3,113
| +7% | +$260K | 1.09% | 17 |
|
|
2017
Q3 | $3.45M | Buy |
42,065
+1,353
| +3% | +$111K | 1.16% | 16 |
|
|
2017
Q2 | $3.29M | Buy |
40,712
+1,417
| +4% | +$114K | 1.17% | 16 |
|
|
2017
Q1 | $3.22M | Buy |
39,295
+12,013
| +44% | +$985K | 1.24% | 15 |
|
|
2016
Q4 | $2.46M | Buy |
27,282
+2,281
| +9% | +$206K | 1.09% | 18 |
|
|
2016
Q3 | $2.18M | Sell |
25,001
-917
| -4% | -$80K | 1.03% | 19 |
|
|
2016
Q2 | $2.43M | Buy |
25,918
+832
| +3% | +$78K | 1.17% | 18 |
|
|
2016
Q1 | $2.1M | Sell |
25,086
-462
| -2% | -$38.6K | 1.05% | 18 |
|
|
2015
Q4 | $1.99M | Buy |
+25,548
| New | +$1.99M | 1.03% | 18 |
|