Pratt Collard Advisory Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.51M | Hold |
23,956
| – | – | 1.01% | 32 |
|
|
2021
Q1 | $1.34M | Buy |
23,956
+420
| +2% | +$23.4K | 0.96% | 35 |
|
|
2020
Q4 | $970K | Sell |
23,536
-2,811
| -11% | -$116K | 0.71% | 42 |
|
|
2020
Q3 | $904K | Sell |
26,347
-4,289
| -14% | -$147K | 0.74% | 39 |
|
|
2020
Q2 | $1.37M | Sell |
30,636
-4,725
| -13% | -$211K | 1.23% | 24 |
|
|
2020
Q1 | $1.34M | Sell |
35,361
-5,794
| -14% | -$220K | 1.35% | 22 |
|
|
2019
Q4 | $2.87M | Sell |
41,155
-3,369
| -8% | -$235K | 2.19% | 10 |
|
|
2019
Q3 | $3.14M | Sell |
44,524
-145
| -0.3% | -$10.2K | 2.48% | 6 |
|
|
2019
Q2 | $3.42M | Buy |
44,669
+91
| +0.2% | +$6.97K | 2.7% | 6 |
|
|
2019
Q1 | $3.6M | Sell |
44,578
-305
| -0.7% | -$24.6K | 2.88% | 6 |
|
|
2018
Q4 | $3.06M | Sell |
44,883
-740
| -2% | -$50.5K | 2.78% | 5 |
|
|
2018
Q3 | $3.88M | Sell |
45,623
-1,045
| -2% | -$88.8K | 3.1% | 5 |
|
|
2018
Q2 | $3.86M | Sell |
46,668
-2,079
| -4% | -$172K | 3.33% | 3 |
|
|
2018
Q1 | $3.64M | Buy |
48,747
+397
| +0.8% | +$29.6K | 3.18% | 4 |
|
|
2017
Q4 | $4.04M | Buy |
+48,350
| New | +$4.04M | 3.33% | 4 |
|