BTW
Boston Trust Walden’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2M | Sell |
679,318
-5,656
| -0.8% | -$610K | 0.52% | 65 |
|
|
2025
Q1 | $81.5M | Sell |
684,974
-6,539
| -0.9% | -$778K | 0.6% | 54 |
|
|
2024
Q4 | $74.4M | Buy |
691,513
+29,400
| +4% | +$3.16M | 0.52% | 61 |
|
|
2024
Q3 | $77.6M | Sell |
662,113
-6,831
| -1% | -$801K | 0.54% | 59 |
|
|
2024
Q2 | $77M | Buy |
668,944
+29,868
| +5% | +$3.44M | 0.57% | 54 |
|
|
2024
Q1 | $74.3M | Sell |
639,076
-13,532
| -2% | -$1.57M | 0.53% | 62 |
|
|
2023
Q4 | $65.2M | Sell |
652,608
-5,206
| -0.8% | -$520K | 0.49% | 69 |
|
|
2023
Q3 | $77.3M | Buy |
657,814
+2,045
| +0.3% | +$240K | 0.65% | 47 |
|
|
2023
Q2 | $70.3M | Sell |
655,769
-20,480
| -3% | -$2.2M | 0.58% | 57 |
|
|
2023
Q1 | $74.2M | Sell |
676,249
-66,585
| -9% | -$7.3M | 0.64% | 48 |
|
|
2022
Q4 | $81.9M | Buy |
742,834
+8,761
| +1% | +$966K | 0.72% | 43 |
|
|
2022
Q3 | $64.1M | Sell |
734,073
-5,405
| -0.7% | -$472K | 0.63% | 48 |
|
|
2022
Q2 | $63.3M | Buy |
739,478
+76,792
| +12% | +$6.58M | 0.6% | 50 |
|
|
2022
Q1 | $54.7M | Buy |
662,686
+90,278
| +16% | +$7.46M | 0.45% | 78 |
|
|
2021
Q4 | $35M | Buy |
572,408
+79,356
| +16% | +$4.86M | 0.28% | 126 |
|
|
2021
Q3 | $29M | Buy |
493,052
+104,715
| +27% | +$6.16M | 0.26% | 144 |
|
|
2021
Q2 | $24.5M | Buy |
388,337
+7,487
| +2% | +$472K | 0.22% | 159 |
|
|
2021
Q1 | $21.3M | Sell |
380,850
-2,646
| -0.7% | -$148K | 0.21% | 159 |
|
|
2020
Q4 | $15.8M | Sell |
383,496
-38,323
| -9% | -$1.58M | 0.17% | 175 |
|
|
2020
Q3 | $14.5M | Sell |
421,819
-16,415
| -4% | -$564K | 0.18% | 165 |
|
|
2020
Q2 | $19.6M | Buy |
438,234
+7,582
| +2% | +$339K | 0.26% | 130 |
|
|
2020
Q1 | $16.4M | Sell |
430,652
-16,835
| -4% | -$639K | 0.26% | 121 |
|
|
2019
Q4 | $31.2M | Sell |
447,487
-12,297
| -3% | -$858K | 0.36% | 87 |
|
|
2019
Q3 | $32.5M | Sell |
459,784
-8,106
| -2% | -$572K | 0.41% | 73 |
|
|
2019
Q2 | $35.9M | Sell |
467,890
-3,777
| -0.8% | -$289K | 0.47% | 64 |
|
|
2019
Q1 | $38.1M | Sell |
471,667
-7,388
| -2% | -$597K | 0.52% | 55 |
|
|
2018
Q4 | $32.7M | Sell |
479,055
-32,135
| -6% | -$2.19M | 0.52% | 56 |
|
|
2018
Q3 | $43.5M | Sell |
511,190
-924
| -0.2% | -$78.6K | 0.6% | 50 |
|
|
2018
Q2 | $42.4M | Buy |
512,114
+8,134
| +2% | +$673K | 0.62% | 43 |
|
|
2018
Q1 | $37.6M | Sell |
503,980
-5,528
| -1% | -$412K | 0.57% | 51 |
|
|
2017
Q4 | $42.6M | Sell |
509,508
-8,557
| -2% | -$716K | 0.62% | 44 |
|
|
2017
Q3 | $42.5M | Sell |
518,065
-32,966
| -6% | -$2.7M | 0.66% | 44 |
|
|
2017
Q2 | $44.5M | Sell |
551,031
-20,189
| -4% | -$1.63M | 0.71% | 40 |
|
|
2017
Q1 | $46.8M | Sell |
571,220
-10,851
| -2% | -$890K | 0.73% | 34 |
|
|
2016
Q4 | $52.5M | Sell |
582,071
-420
| -0.1% | -$37.9K | 0.83% | 29 |
|
|
2016
Q3 | $50.8M | Sell |
582,491
-4,773
| -0.8% | -$417K | 0.84% | 28 |
|
|
2016
Q2 | $55.1M | Buy |
587,264
+372
| +0.1% | +$34.9K | 0.94% | 22 |
|
|
2016
Q1 | $49.1M | Sell |
586,892
-65,325
| -10% | -$5.46M | 0.85% | 25 |
|
|
2015
Q4 | $50.8M | Sell |
652,217
-6,002
| -0.9% | -$468K | 0.94% | 23 |
|
|
2015
Q3 | $48.9M | Sell |
658,219
-9,577
| -1% | -$712K | 0.82% | 24 |
|
|
2015
Q2 | $55.6M | Sell |
667,796
-12,048
| -2% | -$1M | 0.85% | 20 |
|
|
2015
Q1 | $57.8M | Sell |
679,844
-23,856
| -3% | -$2.03M | 0.86% | 25 |
|
|
2014
Q4 | $65.1M | Sell |
703,700
-113,953
| -14% | -$10.5M | 0.97% | 15 |
|
|
2014
Q3 | $76.9M | Sell |
817,653
-38
| -0% | -$3.57K | 1.19% | 5 |
|
|
2014
Q2 | $82.3M | Sell |
817,691
-24,105
| -3% | -$2.43M | 1.2% | 2 |
|
|
2014
Q1 | $82.2M | Sell |
841,796
-33,084
| -4% | -$3.23M | 1.22% | 2 |
|
|
2013
Q4 | $88.5M | Sell |
874,880
-7,094
| -0.8% | -$718K | 1.29% | 1 |
|
|
2013
Q3 | $75.9M | Buy |
881,974
+3,266
| +0.4% | +$281K | 1.16% | 2 |
|
|
2013
Q2 | $79.4M | Buy |
+878,708
| New | +$79.4M | 1.28% | 2 |
|