BCFD
Boit C.F. David’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.06M | Hold |
84,053
| – | – | 4.36% | 4 |
|
|
2025
Q1 | $10M | Hold |
84,053
| – | – | 5.02% | 3 |
|
|
2024
Q4 | $9.04M | Sell |
84,053
-5,200
| -6% | -$559K | 3.67% | 4 |
|
|
2024
Q3 | $10.8M | Hold |
89,253
| – | – | 5.36% | 3 |
|
|
2024
Q2 | $10.3M | Sell |
89,253
-3,500
| -4% | -$403K | 5.35% | 3 |
|
|
2024
Q1 | $10.8M | Sell |
92,753
-5,560
| -6% | -$645K | 5.88% | 3 |
|
|
2023
Q4 | $10.1M | Sell |
98,313
-2,750
| -3% | -$284K | 5.73% | 3 |
|
|
2023
Q3 | $11.7M | Hold |
101,063
| – | – | 8% | 1 |
|
|
2023
Q2 | $10.8M | Hold |
101,063
| – | – | 7.19% | 1 |
|
|
2023
Q1 | $11.8M | Hold |
101,063
| – | – | 8.05% | 1 |
|
|
2022
Q4 | $11.1M | Hold |
101,063
| – | – | 7.95% | 1 |
|
|
2022
Q3 | $8.82M | Buy |
+101,063
| New | +$8.82M | 7.17% | 1 |
|
|
2022
Q1 | $8.35M | Sell |
101,063
-3,900
| -4% | -$322K | 5.49% | 3 |
|
|
2021
Q4 | $6.42M | Hold |
104,963
| – | – | 4.08% | 4 |
|
|
2021
Q3 | $6.4M | Buy |
104,963
+3,087
| +3% | +$188K | 4.39% | 4 |
|
|
2021
Q2 | $6.43M | Buy |
+101,876
| New | +$6.43M | 4.89% | 4 |
|