Profit Investment Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,581
| Closed | -$313K | – | 93 |
|
|
2020
Q4 | $313K | Sell |
7,581
-19,590
| -72% | -$809K | 0.2% | 79 |
|
|
2020
Q3 | $932K | Hold |
27,171
| – | – | 0.58% | 61 |
|
|
2020
Q2 | $1.22M | Buy |
27,171
+10,801
| +66% | +$483K | 0.85% | 49 |
|
|
2020
Q1 | $622K | Hold |
16,370
| – | – | 0.58% | 58 |
|
|
2019
Q4 | $1.14M | Hold |
16,370
| – | – | 0.77% | 55 |
|
|
2019
Q3 | $1.16M | Hold |
16,370
| – | – | 0.83% | 51 |
|
|
2019
Q2 | $1.25M | Buy |
16,370
+6,036
| +58% | +$462K | 0.92% | 46 |
|
|
2019
Q1 | $835K | Hold |
10,334
| – | – | 0.64% | 61 |
|
|
2018
Q4 | $705K | Hold |
10,334
| – | – | 0.64% | 56 |
|
|
2018
Q3 | $878K | Hold |
10,334
| – | – | 0.65% | 57 |
|
|
2018
Q2 | $855K | Hold |
10,334
| – | – | 0.68% | 58 |
|
|
2018
Q1 | $771K | Hold |
10,334
| – | – | 0.65% | 63 |
|
|
2017
Q4 | $864K | Hold |
10,334
| – | – | 0.66% | 61 |
|
|
2017
Q3 | $847K | Hold |
10,334
| – | – | 0.74% | 61 |
|
|
2017
Q2 | $834K | Hold |
10,334
| – | – | 0.75% | 60 |
|
|
2017
Q1 | $847K | Hold |
10,334
| – | – | 0.69% | 62 |
|
|
2016
Q4 | $933K | Buy |
10,334
+2,516
| +32% | +$227K | 0.88% | 53 |
|
|
2016
Q3 | $682K | Sell |
7,818
-5,675
| -42% | -$495K | 0.68% | 66 |
|
|
2016
Q2 | $1.27M | Sell |
13,493
-28,249
| -68% | -$2.65M | 1.02% | 48 |
|
|
2016
Q1 | $3.49M | Buy |
+41,742
| New | +$3.49M | 1.48% | 28 |
|
|
2013
Q3 | – | Sell |
-414,486
| Closed | -$37.4M | – | 134 |
|
|
2013
Q2 | $37.4M | Buy |
+414,486
| New | +$37.4M | 1.81% | 20 |
|