WealthSource Partners’s Exxon Mobil XOM Stock Holding History

WealthSource Partners’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.12M	Buy	31,157 +262	+0.8%	+$26.2K	0.2%	80
2023 Q3	$3.63M	Sell	30,895 -2,029	-6%	-$239K	0.25%	62
2023 Q2	$3.53M	Sell	32,924 -1,517	-4%	-$163K	0.23%	67
2023 Q1	$3.78M	Sell	34,441 -355	-1%	-$38.9K	0.26%	58
2022 Q4	$3.84M	Sell	34,796 -552	-2%	-$60.9K	0.27%	63
2022 Q3	$3.09M	Sell	35,348 -6	-0%	-$524	0.23%	77
2022 Q2	$3.03M	Sell	35,354 -1,339	-4%	-$115K	0.22%	75
2022 Q1	$3.03M	Buy	36,693 +1,762	+5%	+$146K	0.2%	83
2021 Q4	$2.14M	Buy	34,931 +3	+0%	+$184	0.17%	96
2021 Q3	$2.05M	Buy	34,928 +121	+0.3%	+$7.12K	0.18%	96
2021 Q2	$2.2M	Sell	34,807 -5,694	-14%	-$359K	0.19%	82
2021 Q1	$2.26M	Sell	40,501 -204	-0.5%	-$11.4K	0.23%	74
2020 Q4	$1.68M	Buy	40,705 +3,231	+9%	+$133K	0.2%	67
2020 Q3	$1.29M	Sell	37,474 -764	-2%	-$26.2K	0.17%	81
2020 Q2	$1.71M	Sell	38,238 -3,478	-8%	-$156K	0.25%	53
2020 Q1	$1.58M	Buy	41,716 +14,402	+53%	+$547K	0.25%	52
2019 Q4	$1.91M	Sell	27,314 -806	-3%	-$56.2K	0.25%	75
2019 Q3	$1.99M	Buy	28,120 +3,775	+16%	+$267K	0.3%	82
2019 Q2	$1.87M	Sell	24,345 -15,945	-40%	-$1.22M	0.29%	91
2019 Q1	$3.26M	Sell	40,290 -7,135	-15%	-$576K	0.74%	38
2018 Q4	$3.23M	Buy	47,425 +13,270	+39%	+$905K	0.93%	31
2018 Q3	$2.9M	Sell	34,155 -1,460	-4%	-$124K	0.76%	36
2018 Q2	$2.95M	Sell	35,615 -345	-1%	-$28.5K	0.82%	32
2018 Q1	$2.68M	Sell	35,960 -570	-2%	-$42.5K	0.82%	35
2017 Q4	$3.06M	Sell	36,530 -2,586	-7%	-$216K	0.95%	28
2017 Q3	$3.21M	Sell	39,116 -6,007	-13%	-$492K	1.06%	24
2017 Q2	$3.64M	Buy	45,123 +5,487	+14%	+$443K	1.24%	19
2017 Q1	$3.25M	Buy	39,636 +72	+0.2%	+$5.91K	1.2%	20
2016 Q4	$3.57M	Sell	39,564 -2,792	-7%	-$252K	1.5%	15
2016 Q3	$3.7M	Buy	42,356 +354	+0.8%	+$30.9K	1.35%	14
2016 Q2	$3.94M	Buy	42,002 +1,846	+5%	+$173K	1.47%	14
2016 Q1	$3.36M	Buy	+40,156	New	+$3.36M	1.37%	16