Caldwell Trust’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Hold |
59,169
|
|
||||
|
2025
Q1 | $7.04M | Buy |
59,169
+51
|
|
||||
|
2024
Q4 | $6.36M | Sell |
59,118
-1,398
|
|
||||
|
2024
Q3 | $7.09M | Buy |
60,516
+215
|
|
||||
|
2024
Q2 | $6.94M | Buy |
60,301
+2,895
|
|
||||
|
2024
Q1 | $6.67M | Buy |
57,406
+1,583
|
|
||||
|
2023
Q4 | $5.58M | Buy |
55,823
+88
|
|
||||
|
2023
Q3 | $6.55M | Sell |
55,735
-267
|
|
||||
|
2023
Q2 | $6.01M | Sell |
56,002
-23,601
|
|
||||
|
2023
Q1 | $8.73M | Sell |
79,603
-925
|
|
||||
|
2022
Q4 | $8.88M | Buy |
80,528
+3,741
|
|
||||
|
2022
Q3 | $6.7M | Buy |
76,787
+483
|
|
||||
|
2022
Q2 | $6.53M | Buy |
76,304
+12,284
|
|
||||
|
2022
Q1 | $5.29M | Buy |
64,020
+6,409
|
|
||||
|
2021
Q4 | $3.53M | Sell |
57,611
-1,426
|
|
||||
|
2021
Q3 | $3.47M | Buy |
59,037
+6,187
|
|
||||
|
2021
Q2 | $3.33M | Buy |
52,850
+173
|
|
||||
|
2021
Q1 | $2.94M | Sell |
52,677
-1,453
|
|
||||
|
2020
Q4 | $2.23M | Sell |
54,130
-24,317
|
|
||||
|
2020
Q3 | $2.69M | Sell |
78,447
-21,410
|
|
||||
|
2020
Q2 | $4.47M | Sell |
99,857
-6,993
|
|
||||
|
2020
Q1 | $4.06M | Sell |
106,850
-14,076
|
|
||||
|
2019
Q4 | $8.44M | Buy |
+120,926
|
|