USA Financial Formulas’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,152
| Closed | -$841K | – | 560 |
|
|
2023
Q3 | $841K | Hold |
7,152
| – | – | 1.26% | 14 |
|
|
2023
Q2 | $767K | Sell |
7,152
-1,869
| -21% | -$200K | 1.18% | 29 |
|
|
2023
Q1 | $989K | Buy |
+9,021
| New | +$989K | 1.6% | 17 |
|
|
2022
Q3 | $1.29M | Buy |
14,803
+3,657
| +33% | +$319K | 2.04% | 12 |
|
|
2022
Q2 | $955K | Sell |
11,146
-900
| -7% | -$77.1K | 1.19% | 23 |
|
|
2022
Q1 | $995K | Buy |
+12,046
| New | +$995K | 1.06% | 35 |
|
|
2021
Q4 | – | Sell |
-1,249
| Closed | -$73K | – | 503 |
|
|
2021
Q3 | $73K | Buy |
1,249
+347
| +38% | +$20.3K | 0.07% | 165 |
|
|
2021
Q2 | $57K | Buy |
+902
| New | +$57K | 0.05% | 204 |
|
|
2018
Q1 | – | Sell |
-6,329
| Closed | -$529K | – | 429 |
|
|
2017
Q4 | $529K | Buy |
+6,329
| New | +$529K | 0.13% | 132 |
|
|
2016
Q3 | – | Sell |
-155,064
| Closed | -$14.5M | – | 307 |
|
|
2016
Q2 | $14.5M | Buy |
+155,064
| New | +$14.5M | 3.99% | 3 |
|