WC
Whitnell & Co’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.59M | Sell |
37,121
-1,804
| -5% | -$126K | 0.8% | 42 |
|
|
2019
Q3 | $2.75M | Buy |
38,925
+8,387
| +27% | +$592K | 0.92% | 37 |
|
|
2019
Q2 | $2.34M | Sell |
30,538
-701
| -2% | -$53.7K | 0.88% | 37 |
|
|
2019
Q1 | $2.52M | Sell |
31,239
-3,004
| -9% | -$243K | 0.97% | 36 |
|
|
2018
Q4 | $2.34M | Sell |
34,243
-1,685
| -5% | -$115K | 1.04% | 35 |
|
|
2018
Q3 | $3.06M | Sell |
35,928
-612
| -2% | -$52K | 1.21% | 30 |
|
|
2018
Q2 | $3.02M | Sell |
36,540
-3,941
| -10% | -$326K | 1.26% | 26 |
|
|
2018
Q1 | $3.02M | Sell |
40,481
-469
| -1% | -$35K | 1.26% | 26 |
|
|
2017
Q4 | $3.43M | Sell |
40,950
-641
| -2% | -$53.6K | 1.44% | 27 |
|
|
2017
Q3 | $3.41M | Buy |
41,591
+381
| +0.9% | +$31.2K | 1.49% | 21 |
|
|
2017
Q2 | $3.33M | Buy |
41,210
+4
| +0% | +$323 | 1.47% | 21 |
|
|
2017
Q1 | $3.38M | Sell |
41,206
-3,099
| -7% | -$254K | 1.51% | 18 |
|
|
2016
Q4 | $4M | Sell |
44,305
-3,036
| -6% | -$274K | 1.86% | 8 |
|
|
2016
Q3 | $4.13M | Sell |
47,341
-136
| -0.3% | -$11.9K | 1.41% | 11 |
|
|
2016
Q2 | $4.45M | Sell |
47,477
-702
| -1% | -$65.8K | 1.45% | 10 |
|
|
2016
Q1 | $4.03M | Buy |
48,179
+129
| +0.3% | +$10.8K | 1.5% | 11 |
|
|
2015
Q4 | $3.75M | Sell |
48,050
-169
| -0.4% | -$13.2K | 1.41% | 12 |
|
|
2015
Q3 | $3.59M | Buy |
48,219
+1,756
| +4% | +$131K | 1.41% | 13 |
|
|
2015
Q2 | $3.87M | Buy |
46,463
+860
| +2% | +$71.6K | 1.4% | 13 |
|
|
2015
Q1 | $3.88M | Sell |
45,603
-3,163
| -6% | -$269K | 1.45% | 13 |
|
|
2014
Q4 | $4.51M | Buy |
48,766
+3,896
| +9% | +$360K | 1.7% | 9 |
|
|
2014
Q3 | $4.22M | Buy |
44,870
+303
| +0.7% | +$28.5K | 1.68% | 7 |
|
|
2014
Q2 | $4.49M | Sell |
44,567
-701
| -2% | -$70.6K | 2.05% | 6 |
|
|
2014
Q1 | $4.42M | Sell |
45,268
-1,907
| -4% | -$186K | 2.07% | 7 |
|
|
2013
Q4 | $4.77M | Sell |
47,175
-2,799
| -6% | -$283K | 2.19% | 7 |
|
|
2013
Q3 | $4.3M | Sell |
49,974
-1,288
| -3% | -$111K | 2.12% | 7 |
|
|
2013
Q2 | $4.63M | Buy |
+51,262
| New | +$4.63M | 2.31% | 6 |
|