BBA
Braun-Bostich & Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Buy |
8,675
+262
| +3% | +$28.2K | 0.64% | 37 |
|
|
2025
Q1 | $1M | Buy |
8,413
+141
| +2% | +$16.8K | 0.74% | 37 |
|
|
2024
Q4 | $890K | Sell |
8,272
-395
| -5% | -$42.5K | 0.64% | 37 |
|
|
2024
Q3 | $1.02M | Buy |
8,667
+48
| +0.6% | +$5.63K | 0.71% | 34 |
|
|
2024
Q2 | $992K | Buy |
8,619
+131
| +2% | +$15.1K | 0.74% | 35 |
|
|
2024
Q1 | $987K | Sell |
8,488
-154
| -2% | -$17.9K | 0.83% | 35 |
|
|
2023
Q4 | $864K | Buy |
8,642
+3,847
| +80% | +$385K | 0.78% | 34 |
|
|
2023
Q3 | $564K | Buy |
4,795
+295
| +7% | +$34.7K | 1.05% | 18 |
|
|
2023
Q2 | $483K | Buy |
4,500
+485
| +12% | +$52K | 1.03% | 40 |
|
|
2023
Q1 | $440K | Buy |
4,015
+721
| +22% | +$79.1K | 1.04% | 37 |
|
|
2022
Q4 | $363K | Buy |
3,294
+245
| +8% | +$27K | 1.05% | 35 |
|
|
2022
Q3 | $266K | Sell |
3,049
-4,827
| -61% | -$421K | 0.81% | 49 |
|
|
2022
Q2 | $675K | Buy |
7,876
+1,257
| +19% | +$108K | 1.75% | 21 |
|
|
2022
Q1 | $547K | Buy |
+6,619
| New | +$547K | 1.18% | 28 |
|
|
2021
Q4 | – | Sell |
-5,649
| Closed | -$332K | – | 154 |
|
|
2021
Q3 | $332K | Buy |
5,649
+8
| +0.1% | +$470 | 0.63% | 44 |
|
|
2021
Q2 | $356K | Sell |
5,641
-28
| -0.5% | -$1.77K | 0.65% | 43 |
|
|
2021
Q1 | $317K | Sell |
5,669
-155
| -3% | -$8.67K | 0.61% | 44 |
|
|
2020
Q4 | $240K | Sell |
5,824
-1,339
| -19% | -$55.2K | 0.48% | 52 |
|
|
2020
Q3 | $246K | Sell |
7,163
-2,065
| -22% | -$70.9K | 0.24% | 70 |
|
|
2020
Q2 | $413K | Sell |
9,228
-129
| -1% | -$5.77K | 0.4% | 47 |
|
|
2020
Q1 | $351K | Sell |
9,357
-69
| -0.7% | -$2.59K | 0.45% | 52 |
|
|
2019
Q4 | $668K | Sell |
9,426
-4,668
| -33% | -$331K | 0.66% | 27 |
|
|
2019
Q3 | $995K | Buy |
14,094
+216
| +2% | +$15.2K | 1.16% | 19 |
|
|
2019
Q2 | $1.06M | Buy |
13,878
+148
| +1% | +$11.3K | 1.11% | 17 |
|
|
2019
Q1 | $1.11M | Sell |
13,730
-2,692
| -16% | -$217K | 1.15% | 18 |
|
|
2018
Q4 | $1.12M | Buy |
16,422
+1,114
| +7% | +$76K | 1.19% | 24 |
|
|
2018
Q3 | $1.3M | Buy |
15,308
+269
| +2% | +$22.9K | 1.25% | 20 |
|
|
2018
Q2 | $1.24M | Buy |
15,039
+593
| +4% | +$49.1K | 1.24% | 21 |
|
|
2018
Q1 | $1.08M | Sell |
14,446
-498
| -3% | -$37.2K | 0.93% | 32 |
|
|
2017
Q4 | $1.25M | Buy |
+14,944
| New | +$1.25M | 1.06% | 28 |
|