Brown Shipley & Co’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
1,467
-144
| -9% | -$15.5K | 0.09% | 42 |
|
|
2025
Q1 | $192K | Hold |
1,611
| – | – | 0.11% | 36 |
|
|
2024
Q4 | $173K | Buy |
1,611
+165
| +11% | +$17.7K | 0.09% | 39 |
|
|
2024
Q3 | $169K | Buy |
1,446
+9
| +0.6% | +$1.06K | 0.08% | 42 |
|
|
2024
Q2 | $165K | Sell |
1,437
-5,498
| -79% | -$633K | 0.07% | 42 |
|
|
2024
Q1 | $811K | Sell |
6,935
-415
| -6% | -$48.6K | 0.26% | 40 |
|
|
2023
Q4 | $735K | Sell |
7,350
-23,824
| -76% | -$2.38M | 0.36% | 34 |
|
|
2023
Q3 | $3.67M | Buy |
31,174
+3,680
| +13% | +$433K | 2.02% | 19 |
|
|
2023
Q2 | $2.95M | Buy |
+27,494
| New | +$2.95M | 1.21% | 28 |
|