SWA
Sutton Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $438K | Buy |
3,722
+748
| +25% | +$87.9K | 0.22% | 70 |
|
|
2023
Q2 | $319K | Buy |
2,974
+287
| +11% | +$30.8K | 0.15% | 81 |
|
|
2023
Q1 | $295K | Sell |
2,687
-4,434
| -62% | -$486K | 0.16% | 83 |
|
|
2022
Q4 | $785K | Buy |
7,121
+104
| +1% | +$11.5K | 0.3% | 58 |
|
|
2022
Q3 | $613K | Buy |
7,017
+94
| +1% | +$8.21K | 0.25% | 65 |
|
|
2022
Q2 | $593K | Buy |
6,923
+213
| +3% | +$18.2K | 0.24% | 71 |
|
|
2022
Q1 | $554K | Buy |
6,710
+221
| +3% | +$18.3K | 0.19% | 82 |
|
|
2021
Q4 | $397K | Buy |
6,489
+31
| +0.5% | +$1.9K | 0.13% | 110 |
|
|
2021
Q3 | $380K | Sell |
6,458
-26
| -0.4% | -$1.53K | 0.14% | 110 |
|
|
2021
Q2 | $409K | Buy |
6,484
+21
| +0.3% | +$1.33K | 0.15% | 108 |
|
|
2021
Q1 | $361K | Buy |
6,463
+117
| +2% | +$6.53K | 0.14% | 113 |
|
|
2020
Q4 | $262K | Sell |
6,346
-345
| -5% | -$14.2K | 0.11% | 131 |
|
|
2020
Q3 | $230K | Sell |
6,691
-379
| -5% | -$13K | 0.11% | 131 |
|
|
2020
Q2 | $316K | Buy |
7,070
+173
| +3% | +$7.74K | 0.17% | 102 |
|
|
2020
Q1 | $262K | Sell |
6,897
-5,455
| -44% | -$207K | 0.16% | 99 |
|
|
2019
Q4 | $862K | Sell |
12,352
-208
| -2% | -$14.5K | 0.44% | 44 |
|
|
2019
Q3 | $887K | Sell |
12,560
-35
| -0.3% | -$2.47K | 0.5% | 40 |
|
|
2019
Q2 | $965K | Sell |
12,595
-219
| -2% | -$16.8K | 0.55% | 32 |
|
|
2019
Q1 | $1.04M | Sell |
12,814
-532
| -4% | -$43K | 0.6% | 30 |
|
|
2018
Q4 | $910K | Sell |
13,346
-568
| -4% | -$38.7K | 0.59% | 30 |
|
|
2018
Q3 | $1.18M | Sell |
13,914
-36
| -0.3% | -$3.06K | 0.78% | 18 |
|
|
2018
Q2 | $1.15M | Sell |
13,950
-19
| -0.1% | -$1.57K | 0.8% | 20 |
|
|
2018
Q1 | $1.04M | Sell |
13,969
-185
| -1% | -$13.8K | 0.75% | 20 |
|
|
2017
Q4 | $1.18M | Hold |
14,154
| – | – | 0.87% | 18 |
|
|
2017
Q3 | $1.16M | Sell |
14,154
-272
| -2% | -$22.3K | 0.89% | 18 |
|
|
2017
Q2 | $1.16M | Sell |
14,426
-96
| -0.7% | -$7.75K | 0.92% | 16 |
|
|
2017
Q1 | $1.19M | Sell |
14,522
-90
| -0.6% | -$7.38K | 1% | 16 |
|
|
2016
Q4 | $1.32M | Sell |
14,612
-187
| -1% | -$16.9K | 1.18% | 14 |
|
|
2016
Q3 | $1.29M | Buy |
14,799
+69
| +0.5% | +$6.02K | 1.18% | 13 |
|
|
2016
Q2 | $1.38M | Buy |
14,730
+118
| +0.8% | +$11.1K | 1.3% | 12 |
|
|
2016
Q1 | $1.22M | Buy |
+14,612
| New | +$1.22M | 1.16% | 13 |
|