American Trust’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
4,586
-180
| -4% | -$19.4K | 0.05% | 161 |
|
|
2025
Q1 | $567K | Buy |
4,766
+596
| +14% | +$70.9K | 0.14% | 89 |
|
|
2024
Q4 | $449K | Sell |
4,170
-70
| -2% | -$7.53K | 0.03% | 178 |
|
|
2024
Q3 | $497K | Buy |
4,240
+667
| +19% | +$78.2K | 0.04% | 136 |
|
|
2024
Q2 | $411K | Sell |
3,573
-2,827
| -44% | -$325K | 0.03% | 142 |
|
|
2024
Q1 | $744K | Buy |
6,400
+161
| +3% | +$18.7K | 0.06% | 116 |
|
|
2023
Q4 | $624K | Sell |
6,239
-214
| -3% | -$21.4K | 0.05% | 124 |
|
|
2023
Q3 | $759K | Sell |
6,453
-4,521
| -41% | -$532K | 0.06% | 119 |
|
|
2023
Q2 | $1.18M | Sell |
10,974
-440
| -4% | -$47.2K | 0.08% | 123 |
|
|
2023
Q1 | $1.25M | Buy |
11,414
+280
| +3% | +$30.7K | 0.09% | 121 |
|
|
2022
Q4 | $1.23M | Sell |
11,134
-392
| -3% | -$43.2K | 0.11% | 114 |
|
|
2022
Q3 | $1.01M | Sell |
11,526
-750
| -6% | -$65.5K | 0.08% | 121 |
|
|
2022
Q2 | $1.05M | Sell |
12,276
-1,791
| -13% | -$153K | 0.08% | 125 |
|
|
2022
Q1 | $1.16M | Sell |
14,067
-942
| -6% | -$77.8K | 0.08% | 137 |
|
|
2021
Q4 | $919K | Buy |
+15,009
| New | +$919K | 0.07% | 112 |
|