Simplicity Solutions’s Exxon Mobil XOM Stock Holding History

Simplicity Solutions’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$12.3M	Sell	122,932 -6,767	-5%	-$677K	0.34%	55
2023 Q3	$15.3M	Sell	129,699 -24,517	-16%	-$2.88M	0.49%	37
2023 Q2	$16.5M	Buy	154,216 +650	+0.4%	+$69.7K	0.45%	40
2023 Q1	$16.8M	Buy	153,566 +111,781	+268%	+$12.3M	0.44%	43
2022 Q4	$4.61M	Buy	41,785 +3,206	+8%	+$354K	0.63%	22
2022 Q3	$3.37M	Buy	38,579 +8,656	+29%	+$756K	0.49%	39
2022 Q2	$2.56M	Buy	29,923 +5,860	+24%	+$502K	0.33%	73
2022 Q1	$1.99M	Sell	24,063 -3,947	-14%	-$326K	0.24%	92
2021 Q4	$1.71M	Buy	28,010 +4,526	+19%	+$277K	0.19%	136
2021 Q3	$1.38M	Buy	23,484 +3,943	+20%	+$232K	0.21%	111
2021 Q2	$1.23M	Buy	19,541 +3,252	+20%	+$205K	0.24%	90
2021 Q1	$910K	Sell	16,289 -246,226	-94%	-$13.8M	0.2%	112
2020 Q4	$10.8M	Sell	262,515 -20,632	-7%	-$850K	0.16%	136
2020 Q3	$9.72M	Buy	283,147 +30,288	+12%	+$1.04M	0.18%	114
2020 Q2	$11.3M	Buy	252,859 +70,385	+39%	+$3.15M	0.22%	94
2020 Q1	$6.93M	Buy	182,474 +66,276	+57%	+$2.52M	0.21%	74
2019 Q4	$8.11M	Buy	116,198 +39,809	+52%	+$2.78M	0.25%	73
2019 Q3	$5.39M	Buy	76,389 +1,256	+2%	+$88.7K	0.22%	72
2019 Q2	$5.76M	Sell	75,133 -125,200	-62%	-$9.6M	0.25%	66
2019 Q1	$16.2M	Buy	200,333 +30,534	+18%	+$2.47M	0.97%	22
2018 Q4	$11.6M	Buy	169,799 +114,482	+207%	+$7.81M	1.5%	4
2018 Q3	$4.7M	Buy	55,317 +9,978	+22%	+$848K	0.27%	56
2018 Q2	$3.75M	Buy	45,339 +4,612	+11%	+$382K	0.27%	52
2018 Q1	$3.04M	Buy	40,727 +732	+2%	+$54.6K	0.26%	53
2017 Q4	$3.35M	Buy	39,995 +32,745	+452%	+$2.74M	0.32%	51
2017 Q3	$594K	Sell	7,250 -16,030	-69%	-$1.31M	0.4%	54
2017 Q2	$1.88M	Buy	23,280 +8,532	+58%	+$689K	0.22%	80
2017 Q1	$1.21M	Buy	14,748 +7,954	+117%	+$652K	0.19%	111
2016 Q4	$613K	Buy	+6,794	New	+$613K	0.14%	165
2016 Q1	–	Sell	-122,172	Closed	-$9.52M	–	542
2015 Q4	$9.52M	Buy	+122,172	New	+$9.52M	1.13%	4
2015 Q2	–	Sell	-4,900	Closed	-$416K	–	146
2015 Q1	$416K	Buy	+4,900	New	+$416K	0.49%	50