SBSB
Sullivan, Bruyette, Speros & Blaney’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5.43M | Buy |
97,324
+6,547
| +7% | +$366K | 0.24% | 33 |
|
|
2020
Q4 | $3.74M | Buy |
90,777
+1,971
| +2% | +$81.2K | 0.18% | 39 |
|
|
2020
Q3 | $3.05M | Sell |
88,806
-3,986
| -4% | -$137K | 0.17% | 41 |
|
|
2020
Q2 | $4.15M | Sell |
92,792
-8,590
| -8% | -$384K | 0.25% | 29 |
|
|
2020
Q1 | $3.85M | Sell |
101,382
-8,469
| -8% | -$322K | 0.27% | 30 |
|
|
2019
Q4 | $7.67M | Sell |
109,851
-1,462
| -1% | -$102K | 0.43% | 22 |
|
|
2019
Q3 | $7.86M | Buy |
111,313
+13,898
| +14% | +$981K | 0.47% | 21 |
|
|
2019
Q2 | $7.47M | Buy |
97,415
+37
| +0% | +$2.84K | 0.45% | 22 |
|
|
2019
Q1 | $7.87M | Sell |
97,378
-3,114
| -3% | -$252K | 0.48% | 22 |
|
|
2018
Q4 | $6.85M | Sell |
100,492
-2,836
| -3% | -$193K | 0.47% | 23 |
|
|
2018
Q3 | $8.79M | Sell |
103,328
-143
| -0.1% | -$12.2K | 0.8% | 14 |
|
|
2018
Q2 | $8.56M | Sell |
103,471
-2,361
| -2% | -$195K | 0.82% | 14 |
|
|
2018
Q1 | $7.9M | Buy |
105,832
+3,768
| +4% | +$281K | 0.77% | 14 |
|
|
2017
Q4 | $8.54M | Buy |
102,064
+40
| +0% | +$3.35K | 0.81% | 14 |
|
|
2017
Q3 | $8.36M | Sell |
102,024
-4,398
| -4% | -$361K | 0.83% | 14 |
|
|
2017
Q2 | $8.59M | Sell |
106,422
-2,951
| -3% | -$238K | 0.87% | 14 |
|
|
2017
Q1 | $8.97M | Sell |
109,373
-6,545
| -6% | -$537K | 0.89% | 14 |
|
|
2016
Q4 | $10.5M | Sell |
115,918
-7,491
| -6% | -$676K | 1.07% | 10 |
|
|
2016
Q3 | $10.8M | Buy |
123,409
+4,783
| +4% | +$417K | 1.08% | 10 |
|
|
2016
Q2 | $11.1M | Buy |
+118,626
| New | +$11.1M | 1.16% | 9 |
|