Unified Trust Company’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $300K | Buy |
5,097
+16
| +0.3% | +$942 | 0.09% | 69 |
|
|
2021
Q2 | $321K | Hold |
5,081
| – | – | 0.1% | 67 |
|
|
2021
Q1 | $283K | Sell |
5,081
-1,125
| -18% | -$62.7K | 0.09% | 67 |
|
|
2020
Q4 | $303K | Sell |
6,206
-31,565
| -84% | -$1.54M | 0.18% | 49 |
|
|
2020
Q3 | $1.3M | Sell |
37,771
-523
| -1% | -$17.9K | 0.92% | 33 |
|
|
2020
Q2 | $1.71M | Sell |
38,294
-3,617
| -9% | -$162K | 1.29% | 33 |
|
|
2020
Q1 | $1.59M | Sell |
41,911
-174
| -0.4% | -$6.61K | 1.06% | 34 |
|
|
2019
Q4 | $2.94M | Sell |
42,085
-410
| -1% | -$28.6K | 1.82% | 29 |
|
|
2019
Q3 | $3M | Sell |
42,495
-5,509
| -11% | -$389K | 2.01% | 27 |
|
|
2019
Q2 | $3.68M | Buy |
48,004
+884
| +2% | +$67.7K | 2.56% | 14 |
|
|
2019
Q1 | $3.81M | Buy |
47,120
+12,837
| +37% | +$1.04M | 2.85% | 12 |
|
|
2018
Q4 | $2.34M | Buy |
+34,283
| New | +$2.34M | 2.13% | 25 |
|