LWM
Lyons Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $802K | Hold |
11,495
| – | – | 2.35% | 8 |
|
|
2019
Q3 | $812K | Sell |
11,495
-2,600
| -18% | -$184K | 2.11% | 9 |
|
|
2019
Q2 | $1.08M | Hold |
14,095
| – | – | 2.58% | 9 |
|
|
2019
Q1 | $1.14M | Hold |
14,095
| – | – | 3.2% | 6 |
|
|
2018
Q4 | $961K | Hold |
14,095
| – | – | 3.13% | 5 |
|
|
2018
Q3 | $1.2M | Hold |
14,095
| – | – | 2.37% | 7 |
|
|
2018
Q2 | $1.17M | Hold |
14,095
| – | – | 1.67% | 7 |
|
|
2018
Q1 | $1.05M | Hold |
14,095
| – | – | 1.6% | 7 |
|
|
2017
Q4 | $1.18M | Hold |
14,095
| – | – | 1.92% | 6 |
|
|
2017
Q3 | $1.16M | Hold |
14,095
| – | – | 1.73% | 7 |
|
|
2017
Q2 | $1.14M | Hold |
14,095
| – | – | 1.6% | 6 |
|
|
2017
Q1 | $1.16M | Hold |
14,095
| – | – | 1.22% | 6 |
|
|
2016
Q4 | $1.27M | Sell |
14,095
-13,839
| -50% | -$1.25M | 1.74% | 6 |
|
|
2016
Q3 | $2.17M | Buy |
27,934
+13,567
| +94% | +$1.05M | 2.99% | 5 |
|
|
2016
Q2 | $1.35M | Buy |
14,367
+272
| +2% | +$25.5K | 2.03% | 6 |
|
|
2016
Q1 | $1.18M | Hold |
14,095
| – | – | 1.69% | 6 |
|
|
2015
Q4 | $1.1M | Sell |
14,095
-1,170
| -8% | -$91.2K | 1.4% | 6 |
|
|
2015
Q3 | $1.14M | Hold |
15,265
| – | – | 1.46% | 8 |
|
|
2015
Q2 | $1.27M | Hold |
15,265
| – | – | 1.44% | 6 |
|
|
2015
Q1 | $1.3M | Sell |
15,265
-150
| -1% | -$12.7K | 1.41% | 9 |
|
|
2014
Q4 | $1.42M | Sell |
15,415
-650
| -4% | -$60K | 1.49% | 6 |
|
|
2014
Q3 | $1.51M | Sell |
16,065
-25
| -0.2% | -$2.35K | 1.61% | 7 |
|
|
2014
Q2 | $1.62M | Buy |
16,090
+3,655
| +29% | +$368K | 1.45% | 9 |
|
|
2014
Q1 | $1.21M | Sell |
12,435
-1,593
| -11% | -$156K | 1.06% | 11 |
|
|
2013
Q4 | $1.42M | Hold |
14,028
| – | – | 1.33% | 10 |
|
|
2013
Q3 | $1.21M | Hold |
14,028
| – | – | 1.09% | 9 |
|
|
2013
Q2 | $1.27M | Buy |
+14,028
| New | +$1.27M | 1.28% | 11 |
|