UCMOK
United Capital Management of KS’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,995
| Closed | -$234K | – | 96 |
|
|
2024
Q3 | $234K | Hold |
1,995
| – | – | 0.05% | 78 |
|
|
2024
Q2 | $230K | Sell |
1,995
-100
| -5% | -$11.5K | 0.05% | 73 |
|
|
2024
Q1 | $244K | Buy |
2,095
+45
| +2% | +$5.23K | 0.06% | 77 |
|
|
2023
Q4 | $205K | Sell |
2,050
-150
| -7% | -$15K | 0.06% | 75 |
|
|
2023
Q3 | $259K | Sell |
2,200
-150
| -6% | -$17.6K | 0.09% | 70 |
|
|
2023
Q2 | $252K | Sell |
2,350
-65
| -3% | -$6.97K | 0.08% | 75 |
|
|
2023
Q1 | $265K | Buy |
+2,415
| New | +$265K | 0.1% | 74 |
|
|
2020
Q1 | – | Sell |
-7,895
| Closed | -$551K | – | 118 |
|
|
2019
Q4 | $551K | Sell |
7,895
-3,701
| -32% | -$258K | 0.35% | 77 |
|
|
2019
Q3 | $789K | Sell |
11,596
-435
| -4% | -$29.6K | 0.58% | 58 |
|
|
2019
Q2 | $921K | Sell |
12,031
-8
| -0.1% | -$612 | 0.7% | 49 |
|
|
2019
Q1 | $984K | Sell |
12,039
-1,211
| -9% | -$99K | 0.77% | 48 |
|
|
2018
Q4 | $903K | Sell |
13,250
-801
| -6% | -$54.6K | 0.84% | 42 |
|
|
2018
Q3 | $1.19M | Buy |
+14,051
| New | +$1.19M | 0.96% | 35 |
|