Arbor Trust Wealth Advisors’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 | $853K | Sell |
7,911
-866
| -10% | -$93.4K | 0.42% | 51 |
|
|
2025
Q1 | $1.04M | Sell |
8,777
-6,168
| -41% | -$734K | 0.49% | 49 |
|
|
2024
Q4 | $1.61M | Buy |
14,945
+6,012
| +67% | +$647K | 0.75% | 38 |
|
|
2024
Q3 | $1.03M | Hold |
8,933
| – | – | 0.54% | 45 |
|
|
2024
Q2 | $1.03M | Buy |
8,933
+85
| +1% | +$9.79K | 0.54% | 45 |
|
|
2024
Q1 | $1.08M | Buy |
8,848
+291
| +3% | +$35.6K | 0.59% | 44 |
|
|
2023
Q4 | $856K | Buy |
8,557
+156
| +2% | +$15.6K | 0.51% | 47 |
|
|
2023
Q3 | $988K | Sell |
8,401
-39
| -0.5% | -$4.59K | 0.65% | 37 |
|
|
2023
Q2 | $905K | Sell |
8,440
-899
| -10% | -$96.4K | 0.58% | 41 |
|
|
2023
Q1 | $1.02M | Sell |
9,339
-2,441
| -21% | -$268K | 0.67% | 40 |
|
|
2022
Q4 | $1.3M | Buy |
11,780
+2,843
| +32% | +$314K | 0.9% | 33 |
|
|
2022
Q3 | $781K | Sell |
8,937
-367
| -4% | -$32.1K | 0.59% | 40 |
|
|
2022
Q2 | $797K | Sell |
9,304
-7,409
| -44% | -$635K | 0.56% | 46 |
|
|
2022
Q1 | $1.38M | Sell |
16,713
-70
| -0.4% | -$5.78K | 0.83% | 36 |
|
|
2021
Q4 | $1.03M | Sell |
16,783
-943
| -5% | -$57.7K | 0.59% | 44 |
|
|
2021
Q3 | $1.04M | Buy |
17,726
+1,361
| +8% | +$80.1K | 0.65% | 43 |
|
|
2021
Q2 | $1.03M | Sell |
16,365
-100
| -0.6% | -$6.31K | 0.65% | 44 |
|
|
2021
Q1 | $921K | Sell |
16,465
-505
| -3% | -$28.2K | 0.62% | 45 |
|
|
2020
Q4 | $700K | Sell |
16,970
-1,223
| -7% | -$50.4K | 0.51% | 48 |
|
|
2020
Q3 | $625K | Sell |
18,193
-765
| -4% | -$26.3K | 0.54% | 44 |
|
|
2020
Q2 | $848K | Sell |
18,958
-272
| -1% | -$12.2K | 0.77% | 40 |
|
|
2020
Q1 | $730K | Sell |
19,230
-210
| -1% | -$7.97K | 0.77% | 39 |
|
|
2019
Q4 | $1.36M | Buy |
+19,440
| New | +$1.36M | 1.16% | 29 |
|