TRIBUTARY BALANCED FUND XOM Holdings History
TRIBUTARY BALANCED FUND's Exxon Mobil Corp Holding Summary
As of 2025-03-31, TRIBUTARY BALANCED FUND held 6,415.00 shares of Exxon Mobil Corp(XOM), totaling $762,940.00. This investment constitutes 1.67% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2019Q3. And since then TRIBUTARY BALANCED FUND has made 2 purchases of XOM, at an average price of $76.05, for a total of 13,750.00 shares. In addition, there have been 18 sales at an average price of $79.13 for 7,335.00 shares. Based on historical transaction data and XOM's current price of $114.19, TRIBUTARY BALANCED FUND's estimated gain on his XOM holdings is $267,252.80, reflecting a 25.56% gain to date.
TRIBUTARY BALANCED FUND XOM ($114.19) Holding Chart
TRIBUTARY BALANCED FUND XOM ($114.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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