BAM
Belpointe Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Sell |
58,898
-1,773
| -3% | -$191K | 0.26% | 67 |
|
|
2025
Q1 | $7.22M | Sell |
60,671
-10
| -0% | -$1.19K | 0.38% | 45 |
|
|
2024
Q4 | $7.16M | Buy |
60,681
+2,205
| +4% | +$260K | 0.43% | 39 |
|
|
2024
Q3 | $6.85M | Sell |
58,476
-10,547
| -15% | -$1.24M | 0.41% | 39 |
|
|
2024
Q2 | $7.95M | Buy |
69,023
+6,170
| +10% | +$710K | 0.55% | 26 |
|
|
2024
Q1 | $7.31M | Sell |
62,853
-746
| -1% | -$86.7K | 0.55% | 30 |
|
|
2023
Q4 | $6.36M | Buy |
63,599
+7,343
| +13% | +$734K | 0.56% | 28 |
|
|
2023
Q3 | $6.61M | Buy |
56,256
+2,203
| +4% | +$259K | 0.69% | 22 |
|
|
2023
Q2 | $5.8M | Sell |
54,053
-33,808
| -38% | -$3.63M | 0.61% | 24 |
|
|
2023
Q1 | $9.63M | Sell |
87,861
-5,864
| -6% | -$643K | 0.52% | 29 |
|
|
2022
Q4 | $10.3M | Buy |
93,725
+5,423
| +6% | +$598K | 0.62% | 19 |
|
|
2022
Q3 | $7.71M | Sell |
88,302
-3,480
| -4% | -$304K | 0.52% | 32 |
|
|
2022
Q2 | $7.86M | Sell |
91,782
-11,134
| -11% | -$953K | 0.53% | 26 |
|
|
2022
Q1 | $8.5M | Sell |
102,916
-4,244
| -4% | -$351K | 0.52% | 29 |
|
|
2021
Q4 | $6.56M | Buy |
107,160
+5,941
| +6% | +$364K | 0.41% | 39 |
|
|
2021
Q3 | $5.95M | Sell |
101,219
-889
| -0.9% | -$52.3K | 0.41% | 39 |
|
|
2021
Q2 | $6.44M | Buy |
102,108
+16,618
| +19% | +$1.05M | 0.46% | 32 |
|
|
2021
Q1 | $4.77M | Sell |
85,490
-9,974
| -10% | -$557K | 0.41% | 40 |
|
|
2020
Q4 | $3.94M | Buy |
95,464
+10,390
| +12% | +$428K | 0.35% | 56 |
|
|
2020
Q3 | $2.92M | Sell |
85,074
-7,367
| -8% | -$253K | 0.33% | 62 |
|
|
2020
Q2 | $4.13M | Sell |
92,441
-33,196
| -26% | -$1.48M | 0.54% | 31 |
|
|
2020
Q1 | $4.77M | Buy |
125,637
+51,166
| +69% | +$1.94M | 0.84% | 21 |
|
|
2019
Q4 | $5.2M | Buy |
74,471
+35,337
| +90% | +$2.47M | 0.66% | 25 |
|
|
2019
Q3 | $2.76M | Buy |
39,134
+973
| +3% | +$68.7K | 0.45% | 39 |
|
|
2019
Q2 | $2.92M | Sell |
38,161
-20,089
| -34% | -$1.54M | 0.58% | 29 |
|
|
2019
Q1 | $4.71M | Buy |
58,250
+27,117
| +87% | +$2.19M | 0.92% | 19 |
|
|
2018
Q4 | $2.12M | Sell |
31,133
-10,969
| -26% | -$748K | 0.54% | 26 |
|
|
2018
Q3 | $3.58M | Buy |
42,102
+7,363
| +21% | +$626K | 0.57% | 25 |
|
|
2018
Q2 | $2.87M | Buy |
34,739
+2,347
| +7% | +$194K | 0.8% | 17 |
|
|
2018
Q1 | $2.42M | Sell |
32,392
-11,718
| -27% | -$874K | 0.7% | 19 |
|
|
2017
Q4 | $3.69M | Buy |
44,110
+14,029
| +47% | +$1.17M | 0.81% | 16 |
|
|
2017
Q3 | $2.47M | Buy |
+30,081
| New | +$2.47M | 0.58% | 31 |
|