B
Bellecapital’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
4,499
-760
| -14% | -$81.9K | 0.09% | 79 |
|
|
2025
Q1 | $625K | Hold |
5,259
| – | – | 0.12% | 70 |
|
|
2024
Q4 | $566K | Hold |
5,259
| – | – | 0.1% | 79 |
|
|
2024
Q3 | $616K | Buy |
5,259
+500
| +11% | +$58.6K | 0.12% | 81 |
|
|
2024
Q2 | $548K | Buy |
4,759
+231
| +5% | +$26.6K | 0.12% | 96 |
|
|
2024
Q1 | $526K | Hold |
4,528
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $453K | Sell |
4,528
-80
| -2% | -$8K | 0.1% | 100 |
|
|
2023
Q3 | $542K | Buy |
4,608
+80
| +2% | +$9.41K | 0.14% | 95 |
|
|
2023
Q2 | $486K | Buy |
4,528
+29
| +0.6% | +$3.11K | 0.12% | 102 |
|
|
2023
Q1 | $493K | Hold |
4,499
| – | – | 0.12% | 111 |
|
|
2022
Q4 | $496K | Sell |
4,499
-3,360
| -43% | -$371K | 0.14% | 103 |
|
|
2022
Q3 | $686K | Sell |
7,859
-30,501
| -80% | -$2.66M | 0.21% | 80 |
|
|
2022
Q2 | $3.29M | Sell |
38,360
-2,876
| -7% | -$246K | 0.92% | 35 |
|
|
2022
Q1 | $3.41M | Sell |
41,236
-54,785
| -57% | -$4.53M | 1.08% | 28 |
|
|
2021
Q4 | $5.88M | Buy |
96,021
+2,748
| +3% | +$168K | 1.67% | 21 |
|
|
2021
Q3 | $5.49M | Buy |
93,273
+2,337
| +3% | +$137K | 1.68% | 20 |
|
|
2021
Q2 | $5.74M | Sell |
90,936
-8,050
| -8% | -$508K | 1.74% | 21 |
|
|
2021
Q1 | $5.53M | Buy |
98,986
+11,234
| +13% | +$627K | 1.73% | 20 |
|
|
2020
Q4 | $3.62M | Buy |
87,752
+37,778
| +76% | +$1.56M | 1.21% | 29 |
|
|
2020
Q3 | $1.72M | Sell |
49,974
-12,885
| -20% | -$442K | 0.79% | 32 |
|
|
2020
Q2 | $2.81M | Buy |
62,859
+20,465
| +48% | +$915K | 1.32% | 22 |
|
|
2020
Q1 | $1.61M | Buy |
42,394
+31,676
| +296% | +$1.2M | 1.03% | 24 |
|
|
2019
Q4 | $748K | Buy |
10,718
+518
| +5% | +$36.2K | 0.38% | 63 |
|
|
2019
Q3 | $720K | Hold |
10,200
| – | – | 0.43% | 55 |
|
|
2019
Q2 | $782K | Hold |
10,200
| – | – | 0.49% | 44 |
|
|
2019
Q1 | $824K | Hold |
10,200
| – | – | 0.52% | 43 |
|
|
2018
Q4 | $696K | Hold |
10,200
| – | – | 0.5% | 41 |
|
|
2018
Q3 | $867K | Sell |
10,200
-5,650
| -36% | -$480K | 0.57% | 34 |
|
|
2018
Q2 | $1.31M | Buy |
15,850
+6,000
| +61% | +$496K | 0.95% | 26 |
|
|
2018
Q1 | $735K | Sell |
9,850
-6,215
| -39% | -$464K | 0.69% | 32 |
|
|
2017
Q4 | $1.34M | Buy |
16,065
+8,275
| +106% | +$692K | 1.09% | 26 |
|
|
2017
Q3 | $639K | Sell |
7,790
-6,000
| -44% | -$492K | 0.75% | 34 |
|
|
2017
Q2 | $1.11M | Hold |
13,790
| – | – | 0.98% | 28 |
|
|
2017
Q1 | $1.13M | Buy |
13,790
+1,730
| +14% | +$142K | 1.05% | 28 |
|
|
2016
Q4 | $1.09M | Sell |
12,060
-265
| -2% | -$23.9K | 0.97% | 28 |
|
|
2016
Q3 | $1.04M | Buy |
12,325
+4,025
| +48% | +$338K | 1.15% | 26 |
|
|
2016
Q2 | $778K | Sell |
8,300
-16,920
| -67% | -$1.59M | 0.85% | 30 |
|
|
2016
Q1 | $2.05M | Hold |
25,220
| – | – | 2.74% | 15 |
|
|
2015
Q4 | $1.97M | Buy |
25,220
+18,420
| +271% | +$1.44M | 2.51% | 13 |
|
|
2015
Q3 | $506K | Hold |
6,800
| – | – | 0.75% | 30 |
|
|
2015
Q2 | $566K | Sell |
6,800
-670
| -9% | -$55.8K | 0.73% | 32 |
|
|
2015
Q1 | $635K | Buy |
7,470
+800
| +12% | +$68K | 0.85% | 31 |
|
|
2014
Q4 | $617K | Sell |
6,670
-2,330
| -26% | -$216K | 0.84% | 31 |
|
|
2014
Q3 | $846K | Sell |
9,000
-3,500
| -28% | -$329K | 0.99% | 28 |
|
|
2014
Q2 | $1.26M | Sell |
12,500
-329
| -3% | -$33.1K | 1.24% | 20 |
|
|
2014
Q1 | $1.25M | Buy |
12,829
+329
| +3% | +$32.1K | 1.09% | 24 |
|
|
2013
Q4 | $1.27M | Buy |
+12,500
| New | +$1.27M | 1.21% | 24 |
|