TPW
Tiller Private Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,986
| Closed | -$231K | – | 53 |
|
|
2024
Q1 | $231K | Sell |
1,986
-1,699
| -46% | -$197K | 0.1% | 42 |
|
|
2023
Q4 | $368K | Buy |
3,685
+1
| +0% | +$100 | 0.18% | 34 |
|
|
2023
Q3 | $433K | Sell |
3,684
-631
| -15% | -$74.2K | 0.24% | 27 |
|
|
2023
Q2 | $463K | Buy |
4,315
+26
| +0.6% | +$2.79K | 0.25% | 25 |
|
|
2023
Q1 | $470K | Sell |
4,289
-419
| -9% | -$45.9K | 0.26% | 26 |
|
|
2022
Q4 | $519K | Sell |
4,708
-151
| -3% | -$16.7K | 0.31% | 27 |
|
|
2022
Q3 | $424K | Hold |
4,859
| – | – | 0.27% | 29 |
|
|
2022
Q2 | $416K | Hold |
4,859
| – | – | 0.26% | 34 |
|
|
2022
Q1 | $401K | Buy |
4,859
+394
| +9% | +$32.5K | 0.23% | 33 |
|
|
2021
Q4 | $273K | Hold |
4,465
| – | – | 0.17% | 41 |
|
|
2021
Q3 | $263K | Buy |
4,465
+50
| +1% | +$2.95K | 0.2% | 39 |
|
|
2021
Q2 | $278K | Sell |
4,415
-1,382
| -24% | -$87K | 0.3% | 38 |
|
|
2021
Q1 | $324K | Buy |
+5,797
| New | +$324K | 0.4% | 24 |
|
|
2019
Q1 | – | Sell |
-3,740
| Closed | -$255K | – | 39 |
|
|
2018
Q4 | $255K | Sell |
3,740
-765
| -17% | -$52.2K | 0.22% | 30 |
|
|
2018
Q3 | $383K | Sell |
4,505
-46
| -1% | -$3.91K | 0.27% | 25 |
|
|
2018
Q2 | $376K | Buy |
4,551
+396
| +10% | +$32.7K | 0.26% | 28 |
|
|
2018
Q1 | $310K | Sell |
4,155
-639
| -13% | -$47.7K | 0.22% | 31 |
|
|
2017
Q4 | $401K | Buy |
4,794
+89
| +2% | +$7.45K | 0.3% | 29 |
|
|
2017
Q3 | $386K | Sell |
4,705
-1,568
| -25% | -$129K | 0.3% | 29 |
|
|
2017
Q2 | $506K | Sell |
6,273
-185
| -3% | -$14.9K | 0.4% | 30 |
|
|
2017
Q1 | $530K | Sell |
6,458
-320
| -5% | -$26.3K | 0.42% | 29 |
|
|
2016
Q4 | $612K | Sell |
6,778
-395
| -6% | -$35.7K | 0.48% | 29 |
|
|
2016
Q3 | $626K | Hold |
7,173
| – | – | 0.52% | 27 |
|
|
2016
Q2 | $672K | Hold |
7,173
| – | – | 0.56% | 26 |
|
|
2016
Q1 | $600K | Sell |
7,173
-701
| -9% | -$58.6K | 0.51% | 28 |
|
|
2015
Q4 | $614K | Buy |
+7,874
| New | +$614K | 0.59% | 23 |
|