Mariner Wealth Advisors (Cincinnati)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $6.29M | Sell |
74,000
-2,426
| -3% | -$206K | 0.35% | 72 |
|
|
2018
Q2 | $6.32M | Sell |
76,426
-1,389
| -2% | -$115K | 0.37% | 66 |
|
|
2018
Q1 | $5.81M | Sell |
77,815
-1,108
| -1% | -$82.7K | 0.36% | 69 |
|
|
2017
Q4 | $6.6M | Sell |
78,923
-6,028
| -7% | -$504K | 0.4% | 60 |
|
|
2017
Q3 | $6.96M | Sell |
84,951
-5,111
| -6% | -$419K | 0.45% | 59 |
|
|
2017
Q2 | $7.27M | Sell |
90,062
-1,760
| -2% | -$142K | 0.51% | 62 |
|
|
2017
Q1 | $7.53M | Buy |
91,822
+818
| +0.9% | +$67.1K | 0.54% | 58 |
|
|
2016
Q4 | $8.21M | Sell |
91,004
-3,118
| -3% | -$281K | 0.64% | 55 |
|
|
2016
Q3 | $8.22M | Sell |
94,122
-988
| -1% | -$86.2K | 0.7% | 54 |
|
|
2016
Q2 | $8.92M | Buy |
95,110
+3,196
| +3% | +$300K | 0.8% | 50 |
|
|
2016
Q1 | $7.68M | Buy |
91,914
+8,013
| +10% | +$670K | 0.75% | 47 |
|
|
2015
Q4 | $6.54M | Buy |
+83,901
| New | +$6.54M | 0.64% | 52 |
|
|
2015
Q1 | $6.52M | Sell |
76,651
-97
| -0.1% | -$8.25K | 0.92% | 40 |
|
|
2014
Q4 | $7.1M | Buy |
76,748
+3,200
| +4% | +$296K | 1.03% | 38 |
|
|
2014
Q3 | $6.92M | Buy |
73,548
+1,575
| +2% | +$148K | 1.11% | 39 |
|
|
2014
Q2 | $7.25M | Buy |
71,973
+653
| +0.9% | +$65.7K | 1.14% | 39 |
|
|
2014
Q1 | $6.97M | Sell |
71,320
-1,840
| -3% | -$180K | 1.13% | 42 |
|
|
2013
Q4 | $7.4M | Sell |
73,160
-2,012
| -3% | -$204K | 1.22% | 40 |
|
|
2013
Q3 | $6.47M | Buy |
75,172
+11,693
| +18% | +$1.01M | 1.2% | 41 |
|
|
2013
Q2 | $5.74M | Buy |
+63,479
| New | +$5.74M | 1.14% | 39 |
|