Muhlenkamp & Co’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 | – | Sell |
-1,952
| Closed | -$209K | – | 33 |
|
|
2023
Q2 | $209K | Buy |
+1,952
| New | +$209K | 0.07% | 31 |
|
|
2022
Q4 | $215K | Buy |
+1,952
| New | +$215K | 0.09% | 27 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 54 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 55 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 65 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 70 |
|