Meristem Family Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.99M | Sell |
36,169
-265
| -0.7% | -$21.9K | 0.32% | 38 |
|
|
2021
Q4 | $2.23M | Buy |
36,434
+841
| +2% | +$51.5K | 0.19% | 60 |
|
|
2021
Q3 | $2.09M | Buy |
35,593
+6,185
| +21% | +$364K | 0.2% | 60 |
|
|
2021
Q2 | $1.86M | Buy |
29,408
+4,537
| +18% | +$286K | 0.29% | 45 |
|
|
2021
Q1 | $1.39M | Sell |
24,871
-17,171
| -41% | -$959K | 0.28% | 47 |
|
|
2020
Q4 | $1.73M | Buy |
42,042
+15,689
| +60% | +$647K | 0.37% | 36 |
|
|
2020
Q3 | $905K | Sell |
26,353
-641
| -2% | -$22K | 0.23% | 61 |
|
|
2020
Q2 | $1.21M | Sell |
26,994
-966
| -3% | -$43.2K | 0.33% | 44 |
|
|
2020
Q1 | $1.06M | Buy |
27,960
+799
| +3% | +$30.3K | 0.33% | 46 |
|
|
2019
Q4 | $1.9M | Sell |
27,161
-387
| -1% | -$27K | 0.47% | 35 |
|
|
2019
Q3 | $1.95M | Sell |
27,548
-4,717
| -15% | -$333K | 0.53% | 32 |
|
|
2019
Q2 | $2.47M | Buy |
32,265
+5,957
| +23% | +$456K | 0.75% | 27 |
|
|
2019
Q1 | $2.13M | Sell |
26,308
-1,066
| -4% | -$86.1K | 0.72% | 26 |
|
|
2018
Q4 | $1.87M | Sell |
27,374
-382
| -1% | -$26.1K | 0.68% | 26 |
|
|
2018
Q3 | $2.36M | Sell |
27,756
-692
| -2% | -$58.8K | 0.81% | 20 |
|
|
2018
Q2 | $2.35M | Sell |
28,448
-2,099
| -7% | -$174K | 0.83% | 20 |
|
|
2018
Q1 | $2.28M | Sell |
30,547
-609
| -2% | -$45.4K | 0.81% | 20 |
|
|
2017
Q4 | $2.61M | Buy |
31,156
+305
| +1% | +$25.5K | 0.94% | 19 |
|
|
2017
Q3 | $2.53M | Sell |
30,851
-530
| -2% | -$43.4K | 1.02% | 19 |
|
|
2017
Q2 | $2.53M | Sell |
31,381
-664
| -2% | -$53.6K | 1.04% | 17 |
|
|
2017
Q1 | $2.63M | Hold |
32,045
| – | – | 1.04% | 14 |
|
|
2016
Q4 | $2.89M | Sell |
32,045
-6,007
| -16% | -$542K | 1.18% | 14 |
|
|
2016
Q3 | $3.32M | Buy |
38,052
+6,664
| +21% | +$582K | 1.39% | 11 |
|
|
2016
Q2 | $2.94M | Sell |
31,388
-817
| -3% | -$76.6K | 1.3% | 11 |
|
|
2016
Q1 | $2.69M | Sell |
32,205
-2,226
| -6% | -$186K | 1.19% | 13 |
|
|
2015
Q4 | $2.68M | Sell |
34,431
-499
| -1% | -$38.9K | 1.05% | 16 |
|
|
2015
Q3 | $2.6M | Sell |
34,930
-769
| -2% | -$57.2K | 1.36% | 13 |
|
|
2015
Q2 | $2.97M | Buy |
35,699
+610
| +2% | +$50.7K | 1.3% | 12 |
|
|
2015
Q1 | $2.98M | Buy |
35,089
+750
| +2% | +$63.8K | 1.24% | 13 |
|
|
2014
Q4 | $3.18M | Sell |
34,339
-4,083
| -11% | -$378K | 1.16% | 15 |
|
|
2014
Q3 | $3.61M | Sell |
38,422
-2,091
| -5% | -$197K | 1.55% | 11 |
|
|
2014
Q2 | $4.08M | Buy |
40,513
+171
| +0.4% | +$17.2K | 1.71% | 9 |
|
|
2014
Q1 | $3.94M | Sell |
40,342
-4,835
| -11% | -$472K | 1.72% | 10 |
|
|
2013
Q4 | $4.57M | Buy |
45,177
+636
| +1% | +$64.4K | 1.88% | 10 |
|
|
2013
Q3 | $3.83M | Sell |
44,541
-347
| -0.8% | -$29.9K | 1.76% | 10 |
|
|
2013
Q2 | $4.06M | Buy |
+44,888
| New | +$4.06M | 1.88% | 8 |
|