LeJeune Puetz Investment Counsel’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.82M | Sell |
25,703
-125
| -0.5% | -$13.7K | 1.01% | 28 |
|
|
2022
Q4 | $2.85M | Sell |
25,828
-1,930
| -7% | -$213K | 1.06% | 26 |
|
|
2022
Q3 | $2.42M | Sell |
27,758
-300
| -1% | -$26.2K | 1% | 27 |
|
|
2022
Q2 | $2.4M | Buy |
28,058
+525
| +2% | +$44.9K | 0.94% | 32 |
|
|
2022
Q1 | $2.27M | Buy |
27,533
+3,661
| +15% | +$302K | 0.79% | 38 |
|
|
2021
Q4 | $1.46M | Sell |
23,872
-2
| -0% | -$122 | 0.49% | 68 |
|
|
2021
Q3 | $1.4M | Buy |
23,874
+1,416
| +6% | +$83.3K | 0.51% | 68 |
|
|
2021
Q2 | $1.42M | Sell |
22,458
-100
| -0.4% | -$6.31K | 0.52% | 65 |
|
|
2021
Q1 | $1.26M | Hold |
22,558
| – | – | 0.49% | 68 |
|
|
2020
Q4 | $930K | Sell |
22,558
-150
| -0.7% | -$6.18K | 0.4% | 78 |
|
|
2020
Q3 | $780K | Buy |
22,708
+398
| +2% | +$13.7K | 0.38% | 76 |
|
|
2020
Q2 | $998K | Sell |
22,310
-2,400
| -10% | -$107K | 0.52% | 64 |
|
|
2020
Q1 | $938K | Buy |
24,710
+12,536
| +103% | +$476K | 0.55% | 66 |
|
|
2019
Q4 | $850K | Sell |
12,174
-425
| -3% | -$29.7K | 0.4% | 76 |
|
|
2019
Q3 | $890K | Sell |
12,599
-50
| -0.4% | -$3.53K | 0.45% | 66 |
|
|
2019
Q2 | $969K | Sell |
12,649
-440
| -3% | -$33.7K | 0.5% | 62 |
|
|
2019
Q1 | $1.06M | Sell |
13,089
-326
| -2% | -$26.4K | 0.57% | 58 |
|
|
2018
Q4 | $915K | Sell |
13,415
-1,247
| -9% | -$85.1K | 0.57% | 57 |
|
|
2018
Q3 | $1.25M | Hold |
14,662
| – | – | 0.72% | 54 |
|
|
2018
Q2 | $1.21M | Sell |
14,662
-1,300
| -8% | -$108K | 0.75% | 52 |
|
|
2018
Q1 | $1.19M | Sell |
15,962
-195
| -1% | -$14.6K | 0.73% | 51 |
|
|
2017
Q4 | $1.35M | Sell |
16,157
-425
| -3% | -$35.5K | 0.83% | 45 |
|
|
2017
Q3 | $1.36M | Sell |
16,582
-696
| -4% | -$57K | 0.87% | 42 |
|
|
2017
Q2 | $1.4M | Sell |
17,278
-600
| -3% | -$48.4K | 0.95% | 38 |
|
|
2017
Q1 | $1.47M | Buy |
17,878
+200
| +1% | +$16.4K | 1.05% | 35 |
|
|
2016
Q4 | $1.6M | Buy |
+17,678
| New | +$1.6M | 1.22% | 28 |
|