Messner & Smith Theme Value Investment Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $496K | Hold |
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|
2017
Q4 | $556K | Sell |
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|
2017
Q3 | $547K | Buy |
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|
2017
Q2 | $506K | Hold |
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|
2017
Q1 | $514K | Hold |
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|
2016
Q4 | $566K | Sell |
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|
2016
Q3 | $555K | Sell |
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|
2016
Q2 | $669K | Hold |
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|
2016
Q1 | $597K | Buy |
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|
2015
Q4 | $522K | Sell |
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|
2015
Q3 | $502K | Sell |
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|
2015
Q2 | $1.03M | Hold |
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|
2015
Q1 | $1.05M | Buy |
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|
2014
Q4 | $612K | Sell |
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|
2014
Q3 | $660K | Hold |
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|
2014
Q2 | $707K | Hold |
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|
2014
Q1 | $686K | Hold |
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|
2013
Q4 | $711K | Hold |
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|
2013
Q3 | $604K | Sell |
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|
2013
Q2 | $707K | Buy |
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