BFS
Bard Financial Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Sell |
84,390
-1,330
| -2% | -$143K | 1.09% | 25 |
|
|
2025
Q1 | $10.2M | Buy |
85,720
+320
| +0.4% | +$38.1K | 1.25% | 18 |
|
|
2024
Q4 | $9.19M | Buy |
85,400
+250
| +0.3% | +$26.9K | 1.1% | 23 |
|
|
2024
Q3 | $9.98M | Sell |
85,150
-16,615
| -16% | -$1.95M | 1.18% | 21 |
|
|
2024
Q2 | $11.7M | Buy |
101,765
+6,445
| +7% | +$742K | 1.21% | 20 |
|
|
2024
Q1 | $11.1M | Buy |
95,320
+1,150
| +1% | +$134K | 1.18% | 24 |
|
|
2023
Q4 | $9.42M | Sell |
94,170
-1,310
| -1% | -$131K | 1.06% | 27 |
|
|
2023
Q3 | $11.2M | Sell |
95,480
-1,600
| -2% | -$188K | 1.39% | 14 |
|
|
2023
Q2 | $10.4M | Sell |
97,080
-4,985
| -5% | -$535K | 0.79% | 30 |
|
|
2023
Q1 | $11.2M | Sell |
102,065
-11,075
| -10% | -$1.21M | 0.9% | 27 |
|
|
2022
Q4 | $12.5M | Sell |
113,140
-595
| -0.5% | -$65.6K | 1.06% | 23 |
|
|
2022
Q3 | $9.93M | Buy |
113,735
+1,750
| +2% | +$153K | 0.93% | 25 |
|
|
2022
Q2 | $9.59M | Sell |
111,985
-9,215
| -8% | -$789K | 0.88% | 28 |
|
|
2022
Q1 | $10M | Sell |
121,200
-3,175
| -3% | -$262K | 0.81% | 30 |
|
|
2021
Q4 | $7.61M | Sell |
124,375
-1,275
| -1% | -$78K | 0.61% | 46 |
|
|
2021
Q3 | $7.39M | Buy |
125,650
+3,675
| +3% | +$216K | 0.65% | 45 |
|
|
2021
Q2 | $7.69M | Sell |
121,975
-1,800
| -1% | -$114K | 0.68% | 41 |
|
|
2021
Q1 | $6.91M | Buy |
123,775
+1,635
| +1% | +$91.3K | 0.67% | 42 |
|
|
2020
Q4 | $5.04M | Buy |
+122,140
| New | +$5.04M | 0.5% | 49 |
|