Peachtree Investment Advisors’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 | $688K | Buy |
10,096
+695
| +7% | +$47.4K | 0.53% | 38 |
|
|
2018
Q3 | $799K | Buy |
9,401
+625
| +7% | +$53.1K | 0.55% | 35 |
|
|
2018
Q2 | $726K | Buy |
8,776
+855
| +11% | +$70.7K | 0.53% | 36 |
|
|
2018
Q1 | $591K | Buy |
7,921
+1,845
| +30% | +$138K | 0.44% | 45 |
|
|
2017
Q4 | $508K | Buy |
6,076
+660
| +12% | +$55.2K | 0.39% | 50 |
|
|
2017
Q3 | $444K | Sell |
5,416
-150
| -3% | -$12.3K | 0.38% | 51 |
|
|
2017
Q2 | $449K | Sell |
5,566
-538
| -9% | -$43.4K | 0.38% | 55 |
|
|
2017
Q1 | $501K | Sell |
6,104
-60
| -1% | -$4.93K | 0.46% | 53 |
|
|
2016
Q4 | $556K | Sell |
6,164
-100
| -2% | -$9.02K | 0.55% | 51 |
|
|
2016
Q3 | $547K | Buy |
6,264
+200
| +3% | +$17.5K | 0.54% | 51 |
|
|
2016
Q2 | $568K | Sell |
6,064
-301
| -5% | -$28.2K | 0.58% | 50 |
|
|
2016
Q1 | $532K | Sell |
6,365
-400
| -6% | -$33.4K | 0.53% | 53 |
|
|
2015
Q4 | $527K | Sell |
6,765
-50,720
| -88% | -$3.95M | 0.55% | 52 |
|
|
2015
Q3 | $4.27M | Sell |
57,485
-1,967
| -3% | -$146K | 4.44% | 4 |
|
|
2015
Q2 | $4.95M | Sell |
59,452
-448
| -0.7% | -$37.3K | 3.69% | 3 |
|
|
2015
Q1 | $5.09M | Buy |
59,900
+1,122
| +2% | +$95.4K | 3.65% | 4 |
|
|
2014
Q4 | $5.38M | Sell |
58,778
-8,834
| -13% | -$808K | 3.6% | 3 |
|
|
2014
Q3 | $6.36M | Sell |
67,612
-1,400
| -2% | -$132K | 4.25% | 2 |
|
|
2014
Q2 | $6.95M | Sell |
69,012
-4,148
| -6% | -$418K | 4.64% | 2 |
|
|
2014
Q1 | $7.15M | Sell |
73,160
-319
| -0.4% | -$31.2K | 4.87% | 2 |
|
|
2013
Q4 | $7.44M | Buy |
+73,479
| New | +$7.44M | 5.07% | 2 |
|