Sanford Advisory Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $583K | Hold |
5,286
| – | – | 0.14% | 77 |
|
|
2022
Q3 | $461K | Hold |
5,286
| – | – | 0.13% | 69 |
|
|
2022
Q2 | $453K | Sell |
5,286
-1,654
| -24% | -$142K | 0.13% | 70 |
|
|
2022
Q1 | $573K | Buy |
6,940
+100
| +1% | +$8.26K | 0.16% | 55 |
|
|
2021
Q4 | $419K | Hold |
6,840
| – | – | 0.09% | 73 |
|
|
2021
Q3 | $402K | Hold |
6,840
| – | – | 0.1% | 75 |
|
|
2021
Q2 | $431K | Sell |
6,840
-96
| -1% | -$6.05K | 0.11% | 71 |
|
|
2021
Q1 | $387K | Buy |
6,936
+229
| +3% | +$12.8K | 0.11% | 75 |
|
|
2020
Q4 | $276K | Buy |
+6,707
| New | +$276K | 0.09% | 83 |
|