RE Dickinson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $237K | Hold |
220
| – | – | 0.01% | 125 |
|
|
2024
Q3 | $25.8K | Hold |
220
| – | – | 0.01% | 116 |
|
|
2024
Q2 | $25.3K | Hold |
220
| – | – | 0.02% | 114 |
|
|
2024
Q1 | $26K | Hold |
220
| – | – | 0.02% | 112 |
|
|
2023
Q4 | $22K | Sell |
220
-313
| -59% | -$31.3K | 0.01% | 122 |
|
|
2023
Q3 | $63K | Hold |
533
| – | – | 0.04% | 73 |
|
|
2023
Q2 | $57K | Hold |
533
| – | – | 0.02% | 145 |
|
|
2023
Q1 | $58K | Hold |
533
| – | – | 0.02% | 151 |
|
|
2022
Q4 | $59K | Buy |
533
+38
| +8% | +$4.21K | 0.02% | 135 |
|
|
2022
Q3 | $43K | Hold |
495
| – | – | 0.04% | 80 |
|
|
2022
Q2 | $42 | Hold |
495
| – | – | 0.01% | 86 |
|
|
2022
Q1 | $41K | Hold |
495
| – | – | 0.03% | 99 |
|
|
2021
Q4 | $30K | Buy |
+495
| New | +$30K | 0.02% | 111 |
|