Windsor Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5.66M | Buy |
70,060
+544
| +0.8% | +$43.9K | 2.64% | 12 |
|
|
2017
Q1 | $5.7M | Sell |
69,516
-225
| -0.3% | -$18.5K | 2.61% | 13 |
|
|
2016
Q4 | $6.3M | Sell |
69,741
-432
| -0.6% | -$39K | 2.98% | 6 |
|
|
2016
Q3 | $6.13M | Sell |
70,173
-2,425
| -3% | -$212K | 2.87% | 6 |
|
|
2016
Q2 | $6.81M | Sell |
72,598
-2,353
| -3% | -$221K | 3.1% | 3 |
|
|
2016
Q1 | $6.27M | Buy |
74,951
+369
| +0.5% | +$30.8K | 2.86% | 4 |
|
|
2015
Q4 | $5.81M | Sell |
74,582
-590
| -0.8% | -$46K | 2.83% | 4 |
|
|
2015
Q3 | $5.59M | Buy |
75,172
+57,494
| +325% | +$4.27M | 2.69% | 9 |
|
|
2015
Q2 | $1.47M | Buy |
17,678
+344
| +2% | +$28.6K | 0.63% | 48 |
|
|
2015
Q1 | $1.47M | Buy |
17,334
+6,690
| +63% | +$568K | 0.66% | 53 |
|
|
2014
Q4 | $984K | Hold |
10,644
| – | – | 0.47% | 56 |
|
|
2014
Q3 | $1M | Sell |
10,644
-160
| -1% | -$15K | 0.48% | 57 |
|
|
2014
Q2 | $1.09M | Buy |
10,804
+1,040
| +11% | +$105K | 0.53% | 56 |
|
|
2014
Q1 | $954K | Buy |
9,764
+731
| +8% | +$71.4K | 0.48% | 57 |
|
|
2013
Q4 | $914K | Hold |
9,033
| – | – | 0.51% | 55 |
|
|
2013
Q3 | $777K | Hold |
9,033
| – | – | 0.47% | 56 |
|
|
2013
Q2 | $816K | Buy |
+9,033
| New | +$816K | 0.52% | 55 |
|