Wedgewood Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,375
| Closed | -$207K | – | 43 |
|
|
2022
Q3 | $207K | Buy |
+2,375
| New | +$207K | 0.04% | 38 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$206K | – | 44 |
|
|
2022
Q1 | $206K | Buy |
+2,500
| New | +$206K | 0.03% | 42 |
|
|
2017
Q4 | – | Sell |
-2,866
| Closed | -$234K | – | 38 |
|
|
2017
Q3 | $234K | Buy |
+2,866
| New | +$234K | 0.01% | 36 |
|