Stordahl Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,209
| Closed | -$237K | – | 58 |
|
|
2023
Q2 | $237K | Hold |
2,209
| – | – | 0.07% | 49 |
|
|
2023
Q1 | $242K | Hold |
2,209
| – | – | 0.07% | 47 |
|
|
2022
Q4 | $244K | Buy |
+2,209
| New | +$244K | 0.08% | 44 |
|
|
2021
Q3 | – | Sell |
-4,524
| Closed | -$285K | – | 49 |
|
|
2021
Q2 | $285K | Sell |
4,524
-115
| -2% | -$7.25K | 0.12% | 39 |
|
|
2021
Q1 | $259K | Buy |
+4,639
| New | +$259K | 0.11% | 39 |
|
|
2020
Q3 | – | Sell |
-4,664
| Closed | -$209K | – | 44 |
|
|
2020
Q2 | $209K | Buy |
+4,664
| New | +$209K | 0.12% | 40 |
|
|
2020
Q1 | – | Sell |
-5,645
| Closed | -$394K | – | 46 |
|
|
2019
Q4 | $394K | Sell |
5,645
-330
| -6% | -$23K | 0.16% | 34 |
|
|
2019
Q3 | $422K | Sell |
5,975
-1,289
| -18% | -$91K | 0.17% | 33 |
|
|
2019
Q2 | $552K | Buy |
7,264
+2,499
| +52% | +$190K | 0.21% | 32 |
|
|
2019
Q1 | $384K | Sell |
4,765
-2,936
| -38% | -$237K | 0.16% | 34 |
|
|
2018
Q4 | $525K | Buy |
7,701
+84
| +1% | +$5.73K | 0.26% | 30 |
|
|
2018
Q3 | $618K | Sell |
7,617
-200
| -3% | -$16.2K | 0.28% | 28 |
|
|
2018
Q2 | $647K | Hold |
7,817
| – | – | 0.29% | 28 |
|
|
2018
Q1 | $583K | Hold |
7,817
| – | – | 0.28% | 28 |
|
|
2017
Q4 | $654K | Buy |
+7,817
| New | +$654K | 0.31% | 29 |
|