Atwater Malick’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 | $623K | Buy |
5,783
+100
| +2% | +$10.8K | 0.2% | 51 |
|
|
2025
Q1 | $676K | Buy |
5,683
+42
| +0.7% | +$5K | 0.23% | 48 |
|
|
2024
Q4 | $607K | Hold |
5,641
| – | – | 0.2% | 47 |
|
|
2024
Q3 | $661K | Hold |
5,641
| – | – | 0.21% | 47 |
|
|
2024
Q2 | $649K | Hold |
5,641
| – | – | 0.22% | 46 |
|
|
2024
Q1 | $656K | Buy |
5,641
+58
| +1% | +$6.74K | 0.23% | 47 |
|
|
2023
Q4 | $558K | Buy |
5,583
+60
| +1% | +$6K | 0.22% | 46 |
|
|
2023
Q3 | $649K | Hold |
5,523
| – | – | 0.29% | 41 |
|
|
2023
Q2 | $592K | Hold |
5,523
| – | – | 0.25% | 42 |
|
|
2023
Q1 | $606K | Hold |
5,523
| – | – | 0.28% | 33 |
|
|
2022
Q4 | $609K | Sell |
5,523
-200
| -3% | -$22.1K | 0.3% | 33 |
|
|
2022
Q3 | $500K | Hold |
5,723
| – | – | 0.28% | 33 |
|
|
2022
Q2 | $490K | Hold |
5,723
| – | – | 0.26% | 37 |
|
|
2022
Q1 | $473K | Sell |
5,723
-650
| -10% | -$53.7K | 0.23% | 36 |
|
|
2021
Q4 | $390K | Hold |
6,373
| – | – | 0.18% | 37 |
|
|
2021
Q3 | $375K | Hold |
6,373
| – | – | 0.2% | 35 |
|
|
2021
Q2 | $402K | Buy |
6,373
+46
| +0.7% | +$2.9K | 0.22% | 33 |
|
|
2021
Q1 | $353K | Sell |
6,327
-46
| -0.7% | -$2.57K | 0.22% | 32 |
|
|
2020
Q4 | $263K | Sell |
6,373
-70
| -1% | -$2.89K | 0.17% | 35 |
|
|
2020
Q3 | $221K | Sell |
6,443
-863
| -12% | -$29.6K | 0.15% | 37 |
|
|
2020
Q2 | $327K | Sell |
7,306
-658
| -8% | -$29.5K | 0.26% | 33 |
|
|
2020
Q1 | $302K | Buy |
7,964
+1,631
| +26% | +$61.8K | 0.29% | 35 |
|
|
2019
Q4 | $442K | Sell |
6,333
-12
| -0.2% | -$838 | 0.35% | 29 |
|
|
2019
Q3 | $448K | Hold |
6,345
| – | – | 0.38% | 29 |
|
|
2019
Q2 | $486K | Buy |
6,345
+2,173
| +52% | +$166K | 0.45% | 27 |
|
|
2019
Q1 | $337K | Sell |
4,172
-199
| -5% | -$16.1K | 0.33% | 31 |
|
|
2018
Q4 | $298K | Buy |
+4,371
| New | +$298K | 0.33% | 30 |
|