WEC
Winslow Evans & Crocker’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.72M | Buy |
90,255
+17,282
| +24% | +$712K | 0.7% | 30 |
|
|
2020
Q3 | $2.51M | Sell |
72,973
-11,356
| -13% | -$390K | 0.62% | 34 |
|
|
2020
Q2 | $3.77M | Buy |
84,329
+2,327
| +3% | +$104K | 1.01% | 17 |
|
|
2020
Q1 | $3.12M | Sell |
82,002
-5,574
| -6% | -$212K | 1.03% | 19 |
|
|
2019
Q4 | $6.11M | Sell |
87,576
-1,572
| -2% | -$110K | 1.56% | 9 |
|
|
2019
Q3 | $6.3M | Sell |
89,148
-1,390
| -2% | -$98.2K | 1.76% | 7 |
|
|
2019
Q2 | $6.94M | Sell |
90,538
-324
| -0.4% | -$24.8K | 1.93% | 7 |
|
|
2019
Q1 | $7.34M | Sell |
90,862
-1,848
| -2% | -$149K | 2.09% | 5 |
|
|
2018
Q4 | $6.32M | Sell |
92,710
-3,648
| -4% | -$249K | 2.12% | 5 |
|
|
2018
Q3 | $8.19M | Sell |
96,358
-1,786
| -2% | -$152K | 2.49% | 4 |
|
|
2018
Q2 | $8.12M | Buy |
98,144
+3,908
| +4% | +$323K | 2.55% | 2 |
|
|
2018
Q1 | $7.03M | Sell |
94,236
-308
| -0.3% | -$23K | 2.28% | 5 |
|
|
2017
Q4 | $7.91M | Sell |
94,544
-796
| -0.8% | -$66.6K | 2.54% | 4 |
|
|
2017
Q3 | $7.82M | Sell |
95,340
-5,082
| -5% | -$417K | 2.59% | 3 |
|
|
2017
Q2 | $8.11M | Buy |
100,422
+6,588
| +7% | +$532K | 2.23% | 4 |
|
|
2017
Q1 | $7.7M | Sell |
93,834
-1,708
| -2% | -$140K | 2.42% | 3 |
|
|
2016
Q4 | $8.62M | Sell |
95,542
-3,434
| -3% | -$310K | 2.65% | 2 |
|
|
2016
Q3 | $8.64M | Sell |
98,976
-6,194
| -6% | -$541K | 2.47% | 2 |
|
|
2016
Q2 | $9.86M | Buy |
105,170
+5,423
| +5% | +$508K | 2.95% | 1 |
|
|
2016
Q1 | $8.34M | Buy |
99,747
+4,613
| +5% | +$386K | 2.51% | 2 |
|
|
2015
Q4 | $7.42M | Buy |
95,134
+3,724
| +4% | +$290K | 2.12% | 5 |
|
|
2015
Q3 | $6.8M | Sell |
91,410
-350
| -0.4% | -$26K | 2.14% | 5 |
|
|
2015
Q2 | $7.63M | Sell |
91,760
-1,516
| -2% | -$126K | 2.16% | 3 |
|
|
2015
Q1 | $7.93M | Buy |
93,276
+760
| +0.8% | +$64.6K | 2.24% | 2 |
|
|
2014
Q4 | $8.55M | Buy |
92,516
+904
| +1% | +$83.6K | 2.44% | 2 |
|
|
2014
Q3 | $8.62M | Buy |
91,612
+4,352
| +5% | +$409K | 2.47% | 1 |
|
|
2014
Q2 | $8.79M | Sell |
87,260
-465
| -0.5% | -$46.8K | 2.91% | 1 |
|
|
2014
Q1 | $8.57M | Sell |
87,725
-131
| -0.1% | -$12.8K | 2.95% | 1 |
|
|
2013
Q4 | $8.89M | Buy |
+87,856
| New | +$8.89M | 3.04% | 1 |
|