TCPWM
Traverso Chambers Private Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.39M | Buy |
43,892
+22
| +0.1% | +$2.2K | 1.07% | 25 |
|
|
2023
Q3 | $5.16M | Buy |
43,870
+396
| +0.9% | +$46.6K | 1.38% | 22 |
|
|
2023
Q2 | $4.66M | Sell |
43,474
-419
| -1% | -$44.9K | 1.22% | 23 |
|
|
2023
Q1 | $4.81M | Buy |
43,893
+125
| +0.3% | +$13.7K | 1.32% | 22 |
|
|
2022
Q4 | $4.83M | Sell |
43,768
-126
| -0.3% | -$13.9K | 1.39% | 22 |
|
|
2022
Q3 | $3.83M | Buy |
43,894
+204
| +0.5% | +$17.8K | 1.17% | 24 |
|
|
2022
Q2 | $3.74M | Sell |
43,690
-531
| -1% | -$45.5K | 1.25% | 20 |
|
|
2022
Q1 | $3.65M | Sell |
44,221
-713
| -2% | -$58.9K | 1.09% | 21 |
|
|
2021
Q4 | $2.75M | Buy |
44,934
+339
| +0.8% | +$20.7K | 0.82% | 23 |
|
|
2021
Q3 | $2.62M | Buy |
44,595
+240
| +0.5% | +$14.1K | 0.82% | 22 |
|
|
2021
Q2 | $2.8M | Buy |
44,355
+5,953
| +16% | +$376K | 0.88% | 20 |
|
|
2021
Q1 | $2.14M | Buy |
38,402
+832
| +2% | +$46.5K | 0.72% | 22 |
|
|
2020
Q4 | $1.55M | Buy |
37,570
+654
| +2% | +$27K | 0.56% | 26 |
|
|
2020
Q3 | $1.27M | Buy |
36,916
+713
| +2% | +$24.5K | 0.49% | 29 |
|
|
2020
Q2 | $1.62M | Sell |
36,203
-5
| -0% | -$224 | 0.68% | 23 |
|
|
2020
Q1 | $1.38M | Sell |
36,208
-7,644
| -17% | -$290K | 0.65% | 26 |
|
|
2019
Q4 | $3.06M | Sell |
43,852
-139
| -0.3% | -$9.7K | 1.3% | 16 |
|
|
2019
Q3 | $3.11M | Buy |
43,991
+35
| +0.1% | +$2.47K | 1.48% | 14 |
|
|
2019
Q2 | $3.33M | Sell |
43,956
-457
| -1% | -$34.6K | 1.62% | 14 |
|
|
2019
Q1 | $3.59M | Sell |
44,413
-212
| -0.5% | -$17.1K | 1.76% | 12 |
|
|
2018
Q4 | $3.04M | Buy |
+44,625
| New | +$3.04M | 1.64% | 13 |
|