Telemus Capital’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$2.09M Buy
20,947
+4,452
+27% +$445K 0.17% 107
2023
Q3
$1.94M Sell
16,495
-892
-5% -$105K 0.18% 106
2023
Q2
$1.86M Buy
17,387
+807
+5% +$86.6K 0.16% 118
2023
Q1
$1.82M Buy
16,580
+176
+1% +$19.3K 0.16% 126
2022
Q4
$1.81M Buy
16,404
+728
+5% +$80.5K 0.17% 120
2022
Q3
$1.37M Sell
15,676
-736
-4% -$64.3K 0.14% 133
2022
Q2
$1.41M Sell
16,412
-1,836
-10% -$157K 0.14% 138
2022
Q1
$1.51M Sell
18,248
-6,450
-26% -$533K 0.13% 143
2021
Q4
$1.51M Sell
24,698
-929
-4% -$56.8K 0.12% 144
2021
Q3
$1.51M Sell
25,627
-900
-3% -$52.9K 0.13% 139
2021
Q2
$1.67M Sell
26,527
-1,768
-6% -$112K 0.12% 132
2021
Q1
$1.6M Buy
28,295
+261
+0.9% +$14.8K 0.11% 155
2020
Q4
$1.16M Buy
28,034
+1,778
+7% +$73.3K 0.09% 160
2020
Q3
$895K Sell
26,256
-2,619
-9% -$89.3K 0.07% 209
2020
Q2
$1.23M Buy
28,875
+472
+2% +$20.1K 0.1% 163
2020
Q1
$1.29M Buy
28,403
+4,316
+18% +$196K 0.11% 149
2019
Q4
$1.68M Buy
24,087
+1,127
+5% +$78.7K 0.13% 135
2019
Q3
$1.62M Sell
22,960
-3,122
-12% -$220K 0.13% 129
2019
Q2
$1.83M Sell
26,082
-10,839
-29% -$762K 0.16% 112
2019
Q1
$2.98M Buy
36,921
+2,894
+9% +$234K 0.23% 97
2018
Q4
$2.32M Buy
34,027
+83
+0.2% +$5.66K 0.19% 104
2018
Q3
$2.89M Sell
33,944
-500
-1% -$42.5K 0.22% 101
2018
Q2
$2.85M Buy
34,444
+1,490
+5% +$123K 0.22% 96
2018
Q1
$2.46M Sell
32,954
-879
-3% -$65.6K 0.2% 104
2017
Q4
$2.83M Buy
33,833
+22,480
+198% +$1.88M 0.22% 90
2017
Q3
$931K Sell
11,353
-12,037
-51% -$987K 0.11% 143
2017
Q2
$1.89M Sell
23,390
-336
-1% -$27.1K 0.19% 90
2017
Q1
$1.95M Buy
23,726
+13,134
+124% +$1.08M 0.2% 81
2016
Q4
$956K Sell
10,592
-14,517
-58% -$1.31M 0.13% 123
2016
Q3
$2.19M Sell
25,109
-514
-2% -$44.9K 0.25% 81
2016
Q2
$2.4M Buy
25,623
+14,964
+140% +$1.4M 0.3% 73
2016
Q1
$891K Buy
10,659
+3,636
+52% +$304K 0.15% 131
2015
Q4
$547K Sell
7,023
-59
-0.8% -$4.6K 0.15% 92
2015
Q3
$527K Buy
7,082
+478
+7% +$35.6K 0.14% 83
2015
Q2
$549K Sell
6,604
-300
-4% -$24.9K 0.14% 82
2015
Q1
$587K Sell
6,904
-180
-3% -$15.3K 0.14% 82
2014
Q4
$655K Sell
7,084
-337
-5% -$31.2K 0.16% 81
2014
Q3
$698K Sell
7,421
-233
-3% -$21.9K 0.19% 76
2014
Q2
$771K Buy
7,654
+192
+3% +$19.3K 0.2% 74
2014
Q1
$729K Sell
7,462
-9
-0.1% -$879 0.2% 73
2013
Q4
$756K Sell
7,471
-1,744
-19% -$176K 0.22% 70
2013
Q3
$793K Buy
+9,215
New +$793K 0.23% 70