Windsor Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.12M | Sell |
9,539
-1,062
| -10% | -$125K | 0.21% | 61 |
|
|
2023
Q2 | $1.14M | Buy |
10,601
+574
| +6% | +$61.6K | 0.2% | 61 |
|
|
2023
Q1 | $1.15M | Sell |
10,027
-14
| -0.1% | -$1.6K | 0.22% | 62 |
|
|
2022
Q4 | $1.11M | Sell |
10,041
-79
| -0.8% | -$8.73K | 0.23% | 63 |
|
|
2022
Q3 | $1.02M | Buy |
10,120
+169
| +2% | +$17.1K | 0.25% | 60 |
|
|
2022
Q2 | $829K | Sell |
9,951
-3,242
| -25% | -$270K | 0.21% | 67 |
|
|
2022
Q1 | $1.15M | Buy |
13,193
+1,661
| +14% | +$144K | 0.21% | 93 |
|
|
2021
Q4 | $760K | Buy |
11,532
+2,252
| +24% | +$148K | 0.14% | 125 |
|
|
2021
Q3 | $565K | Buy |
9,280
+129
| +1% | +$7.85K | 0.12% | 145 |
|
|
2021
Q2 | $577K | Sell |
9,151
-1,470
| -14% | -$92.7K | 0.12% | 141 |
|
|
2021
Q1 | $593K | Buy |
10,621
+951
| +10% | +$53.1K | 0.14% | 131 |
|
|
2020
Q4 | $399K | Buy |
9,670
+26
| +0.3% | +$1.07K | 0.1% | 149 |
|
|
2020
Q3 | $322K | Sell |
9,644
-3,679
| -28% | -$123K | 0.09% | 151 |
|
|
2020
Q2 | $596K | Sell |
13,323
-1,567
| -11% | -$70.1K | 0.19% | 109 |
|
|
2020
Q1 | $565K | Sell |
14,890
-4,482
| -23% | -$170K | 0.23% | 102 |
|
|
2019
Q4 | $1.35M | Sell |
19,372
-104
| -0.5% | -$7.26K | 0.5% | 49 |
|
|
2019
Q3 | $1.31M | Sell |
19,476
-312
| -2% | -$21K | 0.57% | 42 |
|
|
2019
Q2 | $1.52M | Buy |
19,788
+9,375
| +90% | +$718K | 0.66% | 38 |
|
|
2019
Q1 | $841K | Sell |
10,413
-800
| -7% | -$64.6K | 0.47% | 62 |
|
|
2018
Q4 | $765K | Sell |
11,213
-3,443
| -23% | -$235K | 0.52% | 52 |
|
|
2018
Q3 | $1.25M | Buy |
14,656
+6,807
| +87% | +$579K | 0.81% | 29 |
|
|
2018
Q2 | $649K | Sell |
7,849
-797
| -9% | -$65.9K | 0.51% | 49 |
|
|
2018
Q1 | $645K | Buy |
8,646
+292
| +3% | +$21.8K | 0.55% | 44 |
|
|
2017
Q4 | $699K | Buy |
+8,354
| New | +$699K | 0.6% | 41 |
|