Arcadia Investment Management’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 | $249K | Sell |
2,313
-4,840
| -68% | -$522K | 0.04% | 111 |
|
|
2025
Q1 | $851K | Sell |
7,153
-233
| -3% | -$27.7K | 0.15% | 78 |
|
|
2024
Q4 | $795K | Sell |
7,386
-3,367
| -31% | -$362K | 0.13% | 78 |
|
|
2024
Q3 | $1.26M | Sell |
10,753
-239
| -2% | -$28K | 0.21% | 70 |
|
|
2024
Q2 | $1.27M | Buy |
10,992
+4,900
| +80% | +$564K | 0.22% | 62 |
|
|
2024
Q1 | $708K | Buy |
6,092
+5
| +0.1% | +$581 | 0.13% | 77 |
|
|
2023
Q4 | $609K | Sell |
6,087
-17
| -0.3% | -$1.7K | 0.12% | 81 |
|
|
2023
Q3 | $718K | Hold |
6,104
| – | – | 0.15% | 70 |
|
|
2023
Q2 | $655K | Buy |
6,104
+100
| +2% | +$10.7K | 0.13% | 77 |
|
|
2023
Q1 | $658K | Buy |
6,004
+35
| +0.6% | +$3.84K | 0.14% | 76 |
|
|
2022
Q4 | $658K | Sell |
5,969
-570
| -9% | -$62.9K | 0.15% | 80 |
|
|
2022
Q3 | $571K | Buy |
6,539
+20
| +0.3% | +$1.75K | 0.14% | 88 |
|
|
2022
Q2 | $558K | Buy |
6,519
+3,035
| +87% | +$260K | 0.12% | 91 |
|
|
2022
Q1 | $288K | Buy |
3,484
+220
| +7% | +$18.2K | 0.05% | 119 |
|
|
2021
Q4 | $200K | Buy |
3,264
+485
| +17% | +$29.7K | 0.03% | 145 |
|
|
2021
Q3 | $163K | Sell |
2,779
-305
| -10% | -$17.9K | 0.03% | 147 |
|
|
2021
Q2 | $195K | Sell |
3,084
-824
| -21% | -$52.1K | 0.04% | 139 |
|
|
2021
Q1 | $218K | Buy |
3,908
+944
| +32% | +$52.7K | 0.04% | 124 |
|
|
2020
Q4 | $122K | Sell |
2,964
-5,372
| -64% | -$221K | 0.03% | 139 |
|
|
2020
Q3 | $286K | Sell |
8,336
-8,810
| -51% | -$302K | 0.06% | 105 |
|
|
2020
Q2 | $767K | Buy |
17,146
+224
| +1% | +$10K | 0.19% | 74 |
|
|
2020
Q1 | $643K | Buy |
16,922
+1,276
| +8% | +$48.5K | 0.19% | 78 |
|
|
2019
Q4 | $1.09M | Sell |
15,646
-131
| -0.8% | -$9.14K | 0.28% | 68 |
|
|
2019
Q3 | $1.11M | Buy |
15,777
+575
| +4% | +$40.6K | 0.3% | 67 |
|
|
2019
Q2 | $1.17M | Buy |
15,202
+404
| +3% | +$31K | 0.32% | 66 |
|
|
2019
Q1 | $1.2M | Buy |
14,798
+185
| +1% | +$15K | 0.35% | 67 |
|
|
2018
Q4 | $996K | Buy |
14,613
+7,570
| +107% | +$516K | 0.33% | 68 |
|
|
2018
Q3 | $599K | Sell |
7,043
-447
| -6% | -$38K | 0.16% | 87 |
|
|
2018
Q2 | $620K | Hold |
7,490
| – | – | 0.17% | 83 |
|
|
2018
Q1 | $559K | Hold |
7,490
| – | – | 0.16% | 86 |
|
|
2017
Q4 | $626K | Buy |
7,490
+255
| +4% | +$21.3K | 0.18% | 85 |
|
|
2017
Q3 | $593K | Hold |
7,235
| – | – | 0.18% | 86 |
|
|
2017
Q2 | $584K | Buy |
7,235
+49
| +0.7% | +$3.96K | 0.19% | 88 |
|
|
2017
Q1 | $589K | Buy |
7,186
+125
| +2% | +$10.2K | 0.19% | 86 |
|
|
2016
Q4 | $637K | Hold |
7,061
| – | – | 0.21% | 82 |
|
|
2016
Q3 | $616K | Hold |
7,061
| – | – | 0.2% | 80 |
|
|
2016
Q2 | $662K | Sell |
7,061
-2,664
| -27% | -$250K | 0.22% | 77 |
|
|
2016
Q1 | $813K | Sell |
9,725
-658
| -6% | -$55K | 0.27% | 75 |
|
|
2015
Q4 | $809K | Sell |
10,383
-6,708
| -39% | -$523K | 0.25% | 73 |
|
|
2015
Q3 | $1.27M | Sell |
17,091
-2,018
| -11% | -$150K | 0.39% | 65 |
|
|
2015
Q2 | $1.59M | Sell |
19,109
-1,390
| -7% | -$116K | 0.41% | 68 |
|
|
2015
Q1 | $1.74M | Sell |
20,499
-11,584
| -36% | -$984K | 0.49% | 65 |
|
|
2014
Q4 | $2.97M | Hold |
32,083
| – | – | 0.84% | 50 |
|
|
2014
Q3 | $3.02M | Hold |
32,083
| – | – | 0.91% | 44 |
|
|
2014
Q2 | $3.23M | Sell |
32,083
-5,092
| -14% | -$513K | 0.94% | 43 |
|
|
2014
Q1 | $3.63M | Buy |
37,175
+8,084
| +28% | +$790K | 1.06% | 40 |
|
|
2013
Q4 | $2.94M | Sell |
29,091
-350
| -1% | -$35.4K | 0.7% | 54 |
|
|
2013
Q3 | $2.53M | Sell |
29,441
-100
| -0.3% | -$8.6K | 0.66% | 56 |
|
|
2013
Q2 | $2.67M | Buy |
+29,541
| New | +$2.67M | 0.76% | 51 |
|