PacWest Financial Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $22.4M | Buy |
24,783
+258
| +1% | +$233K | 1.32% | 26 |
|
|
2016
Q3 | $2.14M | Buy |
24,525
+656
| +3% | +$57.3K | 1.31% | 27 |
|
|
2016
Q2 | $2.24M | Sell |
23,869
-1,009
| -4% | -$94.6K | 1.4% | 21 |
|
|
2016
Q1 | $2.08M | Sell |
24,878
-82
| -0.3% | -$6.85K | 1.34% | 27 |
|
|
2015
Q4 | $1.95M | Sell |
24,960
-434
| -2% | -$33.8K | 1.3% | 29 |
|
|
2015
Q3 | $1.89M | Sell |
25,394
-243
| -0.9% | -$18.1K | 1.4% | 26 |
|
|
2015
Q2 | $2.13M | Buy |
25,637
+1,527
| +6% | +$127K | 1.5% | 20 |
|
|
2015
Q1 | $2.05M | Buy |
24,110
+2,600
| +12% | +$221K | 1.45% | 24 |
|
|
2014
Q4 | $1.99M | Sell |
21,510
-150
| -0.7% | -$13.9K | 1.41% | 24 |
|
|
2014
Q3 | $2.04M | Buy |
21,660
+915
| +4% | +$86.1K | 1.51% | 20 |
|
|
2014
Q2 | $2.09M | Sell |
20,745
-838
| -4% | -$84.4K | 1.55% | 19 |
|
|
2014
Q1 | $2.11M | Sell |
21,583
-10
| -0% | -$977 | 1.63% | 18 |
|
|
2013
Q4 | $2.19K | Sell |
21,593
-40
| -0.2% | -$4 | 0.66% | 18 |
|
|
2013
Q3 | $1.86M | Buy |
21,633
+60
| +0.3% | +$5.16K | 1.61% | 21 |
|
|
2013
Q2 | $1.95M | Buy |
+21,573
| New | +$1.95M | 1.85% | 19 |
|