Lenox Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $815K | Buy |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | $539K | Sell |
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|
2021
Q2 | $616K | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $291K | Sell |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $313K | Buy |
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|
2019
Q4 | $406K | Sell |
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|
2019
Q3 | $435K | Buy |
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|
2019
Q2 | $437K | Buy |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $340K | Sell |
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|
2018
Q3 | $593K | Sell |
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|
2018
Q2 | $590K | Sell |
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|
2018
Q1 | $533K | Buy |
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|
2017
Q4 | $390K | Buy |
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|
2017
Q3 | $103K | Buy |
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|
2017
Q2 | $99K | Buy |
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|
2017
Q1 | $100K | Sell |
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|
2016
Q4 | $151K | Sell |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $254K | Buy |
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|
2016
Q1 | $226K | Sell |
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|
2015
Q4 | $231K | Sell |
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|
2015
Q3 | $228K | Buy |
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|
2015
Q2 | $188K | Sell |
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|
2015
Q1 | $295K | Sell |
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|
2014
Q4 | $395K | Sell |
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|
2014
Q3 | $468K | Sell |
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|
2014
Q2 | $535K | Buy |
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|
2014
Q1 | $346K | Buy |
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|
2013
Q4 | $110K | Buy |
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|
2013
Q3 | $63K | Sell |
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|
2013
Q2 | $86K | Buy |
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