Patriot Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $11.5M | Sell |
168,068
-3,839
| -2% | -$262K | 1.68% | 14 |
|
|
2018
Q3 | $14.6M | Buy |
171,907
+3,957
| +2% | +$336K | 1.84% | 12 |
|
|
2018
Q2 | $13.9M | Buy |
167,950
+4,102
| +3% | +$339K | 1.91% | 10 |
|
|
2018
Q1 | $12.2M | Buy |
163,848
+1,442
| +0.9% | +$108K | 1.74% | 10 |
|
|
2017
Q4 | $13.6M | Buy |
162,406
+1,209
| +0.8% | +$101K | 1.92% | 9 |
|
|
2017
Q3 | $13.2M | Buy |
161,197
+44,754
| +38% | +$3.67M | 2.14% | 7 |
|
|
2017
Q2 | $9.4M | Sell |
116,443
-27,100
| -19% | -$2.19M | 1.57% | 12 |
|
|
2017
Q1 | $11.8M | Buy |
143,543
+88,224
| +159% | +$7.24M | 1.88% | 10 |
|
|
2016
Q4 | $4.99M | Buy |
55,319
+389
| +0.7% | +$35.1K | 0.94% | 46 |
|
|
2016
Q3 | $4.79M | Buy |
54,930
+1,650
| +3% | +$144K | 0.93% | 47 |
|
|
2016
Q2 | $4.99M | Buy |
53,280
+21,966
| +70% | +$2.06M | 0.99% | 45 |
|
|
2016
Q1 | $2.62M | Sell |
31,314
-2,573
| -8% | -$215K | 0.53% | 58 |
|
|
2015
Q4 | $2.64M | Buy |
+33,887
| New | +$2.64M | 0.55% | 57 |
|