YorkBridge Wealth Partners’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$6.38M	Sell	57,812 -84	-0.1%	-$9.27K	1.62%	12
2022 Q3	$5.06M	Buy	57,896 +1	+0%	+$87	1.3%	17
2022 Q2	$4.96M	Sell	57,895 -56	-0.1%	-$4.8K	1.3%	15
2022 Q1	$4.79M	Buy	57,951 +16	+0%	+$1.32K	1.05%	21
2021 Q4	$3.55M	Sell	57,935 -87	-0.1%	-$5.32K	0.79%	33
2021 Q3	$3.41M	Buy	58,022 +1,969	+4%	+$116K	0.86%	32
2021 Q2	$3.54M	Sell	56,053 -532	-0.9%	-$33.6K	0.92%	28
2021 Q1	$3.16M	Buy	56,585 +35,830	+173%	+$2M	0.93%	29
2020 Q4	$856K	Sell	20,755 -3,153	-13%	-$130K	0.29%	74
2020 Q3	$821K	Sell	23,908 -1,140	-5%	-$39.1K	0.34%	67
2020 Q2	$1.12M	Sell	25,048 -1,054	-4%	-$47.1K	0.51%	58
2020 Q1	$991K	Sell	26,102 -2,402	-8%	-$91.2K	0.61%	53
2019 Q4	$1.99M	Sell	28,504 -1,450	-5%	-$101K	0.91%	32
2019 Q3	$2.12M	Sell	29,954 -1,018	-3%	-$71.9K	1.07%	23
2019 Q2	$2.37M	Sell	30,972 -22	-0.1%	-$1.69K	1.05%	20
2019 Q1	$2.5M	Sell	30,994 -254	-0.8%	-$20.5K	1.15%	18
2018 Q4	$2.13M	Sell	31,248 -329	-1%	-$22.4K	1.13%	16
2018 Q3	$2.71M	Sell	31,577 -157	-0.5%	-$13.5K	1.24%	13
2018 Q2	$2.63M	Buy	31,734 +188	+0.6%	+$15.6K	1.15%	18
2018 Q1	$2.44M	Buy	31,546 +440	+1%	+$34K	1.12%	19
2017 Q4	$2.48M	Buy	31,106 +1,819	+6%	+$145K	1.2%	16
2017 Q3	$2.4M	Sell	29,287 -5,694	-16%	-$467K	1.25%	15
2017 Q2	$2.87M	Sell	34,981 -2,091	-6%	-$172K	1.53%	11
2017 Q1	$3.04M	Buy	37,072 +1,170	+3%	+$96K	1.59%	10
2016 Q4	$3.13M	Buy	+35,902	New	+$3.13M	1.85%	7