TA
Tiedemann Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $117M | Buy |
997,436
+209,039
| +27% | +$24.6M | 5.03% | 6 |
|
|
2023
Q2 | $84.6M | Buy |
788,397
+1,416
| +0.2% | +$152K | 3.6% | 8 |
|
|
2023
Q1 | $86.3M | Sell |
786,981
-23,733
| -3% | -$2.6M | 3.92% | 8 |
|
|
2022
Q4 | $89.4M | Buy |
810,714
+2,518
| +0.3% | +$278K | 4.28% | 8 |
|
|
2022
Q3 | $70.6M | Buy |
808,196
+43,253
| +6% | +$3.78M | 4.28% | 6 |
|
|
2022
Q2 | $65.5M | Buy |
764,943
+447,967
| +141% | +$38.4M | 4.93% | 5 |
|
|
2022
Q1 | $26.2M | Sell |
316,976
-4,386
| -1% | -$362K | 1.33% | 13 |
|
|
2021
Q4 | $19.7M | Buy |
321,362
+49,263
| +18% | +$3.01M | 0.96% | 18 |
|
|
2021
Q3 | $16M | Sell |
272,099
-11,478
| -4% | -$675K | 0.85% | 18 |
|
|
2021
Q2 | $17.9M | Sell |
283,577
-46,636
| -14% | -$2.94M | 0.72% | 22 |
|
|
2021
Q1 | $18.4M | Sell |
330,213
-8,023
| -2% | -$448K | 0.81% | 21 |
|
|
2020
Q4 | $13.9M | Buy |
338,236
+507
| +0.2% | +$20.9K | 0.67% | 24 |
|
|
2020
Q3 | $11.6M | Buy |
337,729
+3,305
| +1% | +$113K | 0.56% | 32 |
|
|
2020
Q2 | $15M | Sell |
334,424
-402
| -0.1% | -$18K | 0.79% | 25 |
|
|
2020
Q1 | $12.7M | Sell |
334,826
-13,714
| -4% | -$521K | 0.82% | 25 |
|
|
2019
Q4 | $24.3M | Buy |
348,540
+2,974
| +0.9% | +$208K | 1.17% | 19 |
|
|
2019
Q3 | $24.4M | Sell |
345,566
-3,666
| -1% | -$259K | 1.17% | 20 |
|
|
2019
Q2 | $26.8M | Buy |
349,232
+407
| +0.1% | +$31.2K | 1.34% | 16 |
|
|
2019
Q1 | $28.2M | Sell |
348,825
-41,439
| -11% | -$3.35M | 1.33% | 16 |
|
|
2018
Q4 | $26.6M | Buy |
390,264
+933
| +0.2% | +$63.6K | 1.36% | 14 |
|
|
2018
Q3 | $33.1M | Sell |
389,331
-15,784
| -4% | -$1.34M | 1.96% | 10 |
|
|
2018
Q2 | $33.5M | Sell |
405,115
-29,389
| -7% | -$2.43M | 2.14% | 9 |
|
|
2018
Q1 | $32.4M | Sell |
434,504
-11,809
| -3% | -$881K | 2.22% | 10 |
|
|
2017
Q4 | $37.3M | Buy |
446,313
+396,198
| +791% | +$33.1M | 2.86% | 9 |
|
|
2017
Q3 | $4.3M | Sell |
50,115
-537,986
| -91% | -$46.1M | 0.39% | 53 |
|
|
2017
Q2 | $47.5M | Buy |
588,101
+17,930
| +3% | +$1.45M | 3.45% | 5 |
|
|
2017
Q1 | $46.8M | Buy |
570,171
+27,758
| +5% | +$2.28M | 3.92% | 4 |
|
|
2016
Q4 | $49M | Buy |
542,413
+30,294
| +6% | +$2.73M | 4.88% | 3 |
|
|
2016
Q3 | $53.1M | Buy |
+512,119
| New | +$53.1M | 11.05% | 1 |
|