Private Vista’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $405K | Sell |
9,030
-4,387
| -33% | -$197K | 0.2% | 72 |
|
|
2020
Q1 | $511K | Buy |
13,417
+619
| +5% | +$23.6K | 0.19% | 74 |
|
|
2019
Q4 | $893K | Sell |
12,798
-782
| -6% | -$54.6K | 0.24% | 49 |
|
|
2019
Q3 | $959K | Buy |
13,580
+296
| +2% | +$20.9K | 0.25% | 50 |
|
|
2019
Q2 | $1.02M | Sell |
13,284
-1,307
| -9% | -$100K | 0.26% | 54 |
|
|
2019
Q1 | $1.18M | Sell |
14,591
-534
| -4% | -$43.1K | 0.29% | 47 |
|
|
2018
Q4 | $1.03M | Sell |
15,125
-4,800
| -24% | -$327K | 0.24% | 49 |
|
|
2018
Q3 | $1.68M | Sell |
19,925
-527
| -3% | -$44.5K | 0.34% | 41 |
|
|
2018
Q2 | $1.69M | Buy |
20,452
+4,632
| +29% | +$383K | 0.39% | 39 |
|
|
2018
Q1 | $1.18M | Buy |
15,820
+7,353
| +87% | +$549K | 0.34% | 36 |
|
|
2017
Q4 | $709K | Sell |
8,467
-9,231
| -52% | -$773K | 0.21% | 36 |
|
|
2017
Q3 | $1.45M | Buy |
17,698
+4,152
| +31% | +$340K | 0.32% | 37 |
|
|
2017
Q2 | $1.09M | Buy |
13,546
+3,009
| +29% | +$243K | 0.26% | 34 |
|
|
2017
Q1 | $862K | Buy |
10,537
+4,175
| +66% | +$342K | 0.21% | 38 |
|
|
2016
Q4 | $519K | Sell |
6,362
-3,350
| -34% | -$273K | 0.15% | 34 |
|
|
2016
Q3 | $822K | Buy |
9,712
+3,050
| +46% | +$258K | 0.21% | 38 |
|
|
2016
Q2 | $623K | Hold |
6,662
| – | – | 0.21% | 25 |
|
|
2016
Q1 | $586K | Buy |
6,662
+1,453
| +28% | +$128K | 0.21% | 21 |
|
|
2015
Q4 | $381K | Buy |
+5,209
| New | +$381K | 0.17% | 30 |
|