Scholtz & Company’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,114
| Closed | -$411K | – | 70 |
|
|
2023
Q4 | $411K | Buy |
+4,114
| New | +$411K | 0.2% | 51 |
|
|
2021
Q3 | – | Sell |
-3,600
| Closed | -$227K | – | 76 |
|
|
2021
Q2 | $227K | Buy |
+3,600
| New | +$227K | 0.08% | 67 |
|
|
2014
Q4 | – | Sell |
-2,200
| Closed | -$207K | – | 68 |
|
|
2014
Q3 | $207K | Sell |
2,200
-900
| -29% | -$84.7K | 0.2% | 66 |
|
|
2014
Q2 | $312K | Hold |
3,100
| – | – | 0.3% | 59 |
|
|
2014
Q1 | $303K | Buy |
+3,100
| New | +$303K | 0.32% | 61 |
|