Lowell Blake & Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $292K | Hold |
2,483
| – | – | 0.08% | 51 |
|
|
2023
Q2 | $266K | Hold |
2,483
| – | – | 0.08% | 52 |
|
|
2023
Q1 | $272K | Hold |
2,483
| – | – | 0.08% | 51 |
|
|
2022
Q4 | $274K | Hold |
2,483
| – | – | 0.09% | 50 |
|
|
2022
Q3 | $217K | Hold |
2,483
| – | – | 0.09% | 52 |
|
|
2022
Q2 | $213K | Hold |
2,483
| – | – | 0.08% | 52 |
|
|
2022
Q1 | $205K | Buy |
+2,483
| New | +$205K | 0.08% | 56 |
|
|
2020
Q3 | – | Sell |
-8,250
| Closed | -$369K | – | 55 |
|
|
2020
Q2 | $369K | Sell |
8,250
-8,170
| -50% | -$365K | 0.35% | 40 |
|
|
2020
Q1 | $623K | Sell |
16,420
-2,039
| -11% | -$77.4K | 0.8% | 34 |
|
|
2019
Q4 | $1.29M | Buy |
+18,459
| New | +$1.29M | 1.42% | 28 |
|