Polaris Wealth Advisory Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $15.7M | Buy |
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2023
Q2 | $13.8M | Sell |
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2023
Q1 | $14.7M | Sell |
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2022
Q4 | $18.4M | Sell |
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2022
Q3 | $20.3M | Buy |
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2022
Q2 | $442K | Sell |
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2022
Q1 | $914K | Buy |
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2021
Q4 | $418K | Sell |
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2021
Q3 | $24.3M | Buy |
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2021
Q2 | $13.9M | Buy |
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2021
Q1 | $352K | Sell |
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2020
Q4 | $25.3M | Buy |
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2020
Q3 | – | Sell |
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2020
Q2 | $496K | Buy |
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2020
Q1 | $381K | Buy |
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2019
Q4 | $578K | Sell |
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2019
Q3 | $629K | Buy |
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2019
Q2 | $646K | Buy |
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2019
Q1 | $371K | Hold |
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2018
Q4 | $309K | Sell |
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2018
Q3 | $390K | Buy |
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2018
Q2 | $47K | Sell |
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2018
Q1 | $327K | Buy |
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2017
Q4 | $322K | Buy |
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2017
Q3 | $289K | Buy |
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2016
Q3 | – | Sell |
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2016
Q2 | $222K | Sell |
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2016
Q1 | $416K | Sell |
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2015
Q4 | $854K | Buy |
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2014
Q2 | – | Sell |
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2014
Q1 | $327K | Hold |
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2013
Q4 | $339K | Hold |
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2013
Q3 | $288K | Sell |
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2013
Q2 | $534K | Buy |
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