Windsor Financial Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$5.66M Buy
2017
Q1
$5.7M Sell
2016
Q4
$6.29M Sell
2016
Q3
$6.13M Sell
2016
Q2
$6.8M Sell
2016
Q1
$6.26M Buy
2015
Q4
$5.81M Sell
2015
Q3
$5.59M Buy
2015
Q2
$1.47M Buy
2015
Q1
$1.47M Buy
2014
Q4
$984K Hold
2014
Q3
$1M Sell
2014
Q2
$1.09M Buy
2014
Q1
$954K Buy
2013
Q4
$914K Hold
2013
Q3
$777K Hold
2013
Q2
$816K Buy