New Potomac Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $676K | Hold |
5,767
| – | – | 0.35% | 60 |
|
|
2024
Q2 | $664K | Hold |
5,767
| – | – | 0.36% | 60 |
|
|
2024
Q1 | $670K | Hold |
5,767
| – | – | 0.37% | 60 |
|
|
2023
Q4 | $577K | Buy |
5,767
+3,767
| +188% | +$377K | 0.34% | 60 |
|
|
2023
Q3 | $235K | Hold |
2,000
| – | – | 0.16% | 71 |
|
|
2023
Q2 | $215K | Hold |
2,000
| – | – | 0.14% | 71 |
|
|
2023
Q1 | $219K | Hold |
2,000
| – | – | 0.15% | 69 |
|
|
2022
Q4 | $221K | Buy |
+2,000
| New | +$221K | 0.16% | 70 |
|
|
2020
Q4 | – | Sell |
-650
| Closed | -$22K | – | 123 |
|
|
2020
Q3 | $22K | Hold |
650
| – | – | 0.02% | 105 |
|
|
2020
Q2 | $29K | Sell |
650
-680
| -51% | -$30.3K | 0.03% | 102 |
|
|
2020
Q1 | $51K | Sell |
1,330
-250
| -16% | -$9.59K | 0.06% | 91 |
|
|
2019
Q4 | $110K | Sell |
1,580
-300
| -16% | -$20.9K | 0.1% | 78 |
|
|
2019
Q3 | $133K | Sell |
1,880
-75
| -4% | -$5.31K | 0.13% | 73 |
|
|
2019
Q2 | $150K | Sell |
1,955
-350
| -15% | -$26.9K | 0.15% | 69 |
|
|
2019
Q1 | $186K | Sell |
2,305
-125
| -5% | -$10.1K | 0.19% | 63 |
|
|
2018
Q4 | $166K | Sell |
2,430
-120
| -5% | -$8.2K | 0.18% | 64 |
|
|
2018
Q3 | $217K | Sell |
2,550
-130
| -5% | -$11.1K | 0.2% | 57 |
|
|
2018
Q2 | $222K | Sell |
2,680
-1,050
| -28% | -$87K | 0.21% | 58 |
|
|
2018
Q1 | $278K | Sell |
3,730
-100
| -3% | -$7.45K | 0.27% | 57 |
|
|
2017
Q4 | $320K | Buy |
+3,830
| New | +$320K | 0.31% | 57 |
|