BMA
Brooks Moore & Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Sell |
42,289
-5,107
| -11% | -$570K | 2.55% | 11 |
|
|
2025
Q1 | $5.64M | Sell |
47,396
-327
| -0.7% | -$38.9K | 3.18% | 7 |
|
|
2024
Q4 | $5.13M | Sell |
47,723
-1,100
| -2% | -$118K | 3.04% | 6 |
|
|
2024
Q3 | $5.72M | Buy |
48,823
+70
| +0.1% | +$8.21K | 3.38% | 4 |
|
|
2024
Q2 | $5.61M | Sell |
48,753
-150
| -0.3% | -$17.3K | 3.61% | 5 |
|
|
2024
Q1 | $5.68M | Sell |
48,903
-3,599
| -7% | -$418K | 3.65% | 5 |
|
|
2023
Q4 | $5.25M | Buy |
52,502
+2,546
| +5% | +$255K | 3.61% | 5 |
|
|
2023
Q3 | $5.87M | Sell |
49,956
-514
| -1% | -$60.4K | 4.44% | 2 |
|
|
2023
Q2 | $5.41M | Sell |
50,470
-800
| -2% | -$85.8K | 3.81% | 3 |
|
|
2023
Q1 | $5.62M | Sell |
51,270
-171
| -0.3% | -$18.8K | 4.04% | 2 |
|
|
2022
Q4 | $5.67M | Sell |
51,441
-3,050
| -6% | -$336K | 4.14% | 2 |
|
|
2022
Q3 | $4.76M | Sell |
54,491
-50
| -0.1% | -$4.37K | 3.85% | 4 |
|
|
2022
Q2 | $4.67M | Sell |
54,541
-3,225
| -6% | -$276K | 3.37% | 5 |
|
|
2022
Q1 | $4.77M | Sell |
57,766
-1,719
| -3% | -$142K | 2.93% | 8 |
|
|
2021
Q4 | $3.64M | Sell |
59,485
-549
| -0.9% | -$33.6K | 2.14% | 18 |
|
|
2021
Q3 | $3.53M | Buy |
60,034
+1,825
| +3% | +$107K | 2.31% | 12 |
|
|
2021
Q2 | $3.67M | Buy |
58,209
+3,475
| +6% | +$219K | 2.34% | 9 |
|
|
2021
Q1 | $3.06M | Buy |
54,734
+2,750
| +5% | +$154K | 2.07% | 17 |
|
|
2020
Q4 | $2.14M | Buy |
51,984
+1,975
| +4% | +$81.4K | 1.66% | 24 |
|
|
2020
Q3 | $1.72M | Buy |
50,009
+10,340
| +26% | +$355K | 1.48% | 29 |
|
|
2020
Q2 | $1.77M | Buy |
39,669
+9,088
| +30% | +$406K | 1.66% | 24 |
|
|
2020
Q1 | $1.16M | Buy |
30,581
+1,192
| +4% | +$45.3K | 1.23% | 29 |
|
|
2019
Q4 | $2.05M | Sell |
29,389
-400
| -1% | -$27.9K | 1.63% | 23 |
|
|
2019
Q3 | $2.1M | Buy |
29,789
+50
| +0.2% | +$3.53K | 1.78% | 21 |
|
|
2019
Q2 | $2.28M | Sell |
29,739
-49
| -0.2% | -$3.76K | 1.96% | 14 |
|
|
2019
Q1 | $2.41M | Sell |
29,788
-1,444
| -5% | -$117K | 2.2% | 10 |
|
|
2018
Q4 | $2.13M | Buy |
+31,232
| New | +$2.13M | 2.14% | 12 |
|