Amica Retiree Medical 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
$836K Hold
7,752
1.21% 23
2025
Q1
$922K Sell
7,752
-1,851
-19% -$220K 1.41% 17
2024
Q4
$1.03M Sell
9,603
-830
-8% -$89.3K 0.98% 22
2024
Q3
$1.22M Buy
+10,433
New +$1.22M 1.01% 22
2023
Q3
$1.3M Hold
11,069
1.53% 17
2023
Q2
$1.19M Hold
11,069
1.32% 21
2023
Q1
$1.21M Hold
11,069
1.29% 21
2022
Q4
$1.22M Sell
11,069
-1,481
-12% -$163K 1.57% 18
2022
Q3
$1.1M Sell
12,550
-1,071
-8% -$93.5K 1.37% 19
2022
Q2
$1.17M Buy
13,621
+291
+2% +$24.9K 1.32% 20
2022
Q1
$1.1M Hold
13,330
1.03% 28
2021
Q4
$816K Buy
13,330
+1,115
+9% +$68.3K 0.69% 50
2021
Q3
$718K Buy
+12,215
New +$718K 0.65% 59
2020
Q1
Sell
-5,925
Closed -$413K 313
2019
Q4
$413K Sell
5,925
-1,641
-22% -$114K 0.32% 83
2019
Q3
$534K Sell
7,566
-1,349
-15% -$95.2K 0.43% 59
2019
Q2
$683K Hold
8,915
0.56% 47
2019
Q1
$720K Sell
8,915
-14,765
-62% -$1.19M 0.63% 35
2018
Q4
$1.62M Hold
23,680
1.54% 6
2018
Q3
$2.01M Hold
23,680
1.67% 6
2018
Q2
$1.96M Hold
23,680
1.71% 5
2018
Q1
$1.77M Hold
23,680
1.54% 6
2017
Q4
$1.98M Hold
23,680
1.5% 7
2017
Q3
$1.94M Hold
23,680
1.53% 7
2017
Q2
$1.91M Hold
23,680
1.56% 7
2017
Q1
$1.94M Hold
23,680
1.57% 7
2016
Q4
$2.14M Buy
23,680
+2,578
+12% +$233K 1.7% 6
2016
Q3
$1.84M Sell
21,102
-3,908
-16% -$341K 1.56% 7
2016
Q2
$2.34M Sell
25,010
-1,351
-5% -$127K 2% 4
2016
Q1
$2.2M Hold
26,361
1.88% 4
2015
Q4
$2.06M Hold
26,361
1.78% 3
2015
Q3
$1.96M Buy
26,361
+7,341
+39% +$546K 1.78% 4
2015
Q2
$1.58M Hold
19,020
1.34% 9
2015
Q1
$1.62M Sell
19,020
-7,790
-29% -$662K 1.36% 8
2014
Q4
$2.48M Sell
26,810
-3,312
-11% -$306K 2% 3
2014
Q3
$2.83M Hold
30,122
2.4% 2
2014
Q2
$3.03M Hold
30,122
2.5% 2
2014
Q1
$2.94M Hold
30,122
2.51% 2
2013
Q4
$3.05M Buy
+30,122
New +$3.05M 2.65% 2