Saratoga Research & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,776
| Closed | -$263K | – | 49 |
|
|
2019
Q4 | $263K | Buy |
3,776
+126
| +3% | +$8.78K | 0.02% | 41 |
|
|
2019
Q3 | $258K | Sell |
3,650
-75
| -2% | -$5.3K | 0.02% | 40 |
|
|
2019
Q2 | $285K | Buy |
3,725
+145
| +4% | +$11.1K | 0.02% | 39 |
|
|
2019
Q1 | $289K | Hold |
3,580
| – | – | 0.02% | 39 |
|
|
2018
Q4 | $244K | Buy |
3,580
+55
| +2% | +$3.75K | 0.02% | 43 |
|
|
2018
Q3 | $300K | Buy |
3,525
+30
| +0.9% | +$2.55K | 0.02% | 41 |
|
|
2018
Q2 | $289K | Buy |
+3,495
| New | +$289K | 0.02% | 40 |
|
|
2014
Q3 | – | Sell |
-2,377
| Closed | -$239K | – | 56 |
|
|
2014
Q2 | $239K | Buy |
+2,377
| New | +$239K | 0.02% | 54 |
|