Broadleaf Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
|
|||||
|
2025
Q1 | $572K | Hold |
|
|||||
|
2024
Q4 | $518K | Sell |
|
|||||
|
2024
Q3 | $757K | Hold |
|
|||||
|
2024
Q2 | $743K | Hold |
|
|||||
|
2024
Q1 | $751K | Hold |
|
|||||
|
2023
Q4 | $646K | Hold |
|
|||||
|
2023
Q3 | $759K | Hold |
|
|||||
|
2023
Q2 | $693K | Buy |
|
|||||
|
2023
Q1 | $538K | Hold |
|
|||||
|
2022
Q4 | $541K | Hold |
|
|||||
|
2022
Q3 | $428K | Buy |
|
|||||
|
2022
Q2 | $298K | Hold |
|
|||||
|
2022
Q1 | $287K | Hold |
|
|||||
|
2021
Q4 | $213K | Hold |
|
|||||
|
2021
Q3 | $205K | Hold |
|
|||||
|
2021
Q2 | $219K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $261K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $233K | Buy |
|