Connecticut Wealth Management’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 | $1.63M | Sell |
15,094
-291
| -2% | -$31.4K | 0.08% | 111 |
|
|
2025
Q1 | $1.83M | Sell |
15,385
-355
| -2% | -$42.2K | 0.1% | 103 |
|
|
2024
Q4 | $1.69M | Buy |
15,740
+25
| +0.2% | +$2.69K | 0.08% | 91 |
|
|
2024
Q3 | $1.84M | Buy |
15,715
+1,003
| +7% | +$118K | 0.09% | 106 |
|
|
2024
Q2 | $1.69M | Buy |
14,712
+5,019
| +52% | +$578K | 0.09% | 108 |
|
|
2024
Q1 | $1.13M | Sell |
9,693
-1,515
| -14% | -$176K | 0.06% | 135 |
|
|
2023
Q4 | $1.12M | Buy |
11,208
+279
| +3% | +$27.9K | 0.06% | 135 |
|
|
2023
Q3 | $1.29M | Buy |
10,929
+1,945
| +22% | +$229K | 0.09% | 99 |
|
|
2023
Q2 | $964K | Hold |
8,984
| – | – | 0.07% | 103 |
|
|
2023
Q1 | $985K | Buy |
8,984
+362
| +4% | +$39.7K | 0.07% | 95 |
|
|
2022
Q4 | $951K | Sell |
8,622
-1,605
| -16% | -$177K | 0.08% | 85 |
|
|
2022
Q3 | $893K | Sell |
10,227
-2,826
| -22% | -$247K | 0.08% | 83 |
|
|
2022
Q2 | $1.12M | Buy |
13,053
+1,192
| +10% | +$102K | 0.1% | 80 |
|
|
2022
Q1 | $980K | Buy |
11,861
+652
| +6% | +$53.9K | 0.07% | 88 |
|
|
2021
Q4 | $686K | Sell |
11,209
-2,374
| -17% | -$145K | 0.05% | 104 |
|
|
2021
Q3 | $799K | Buy |
13,583
+854
| +7% | +$50.2K | 0.07% | 89 |
|
|
2021
Q2 | $803K | Sell |
12,729
-7,460
| -37% | -$471K | 0.07% | 90 |
|
|
2021
Q1 | $1.13M | Sell |
20,189
-115
| -0.6% | -$6.42K | 0.1% | 62 |
|
|
2020
Q4 | $837K | Sell |
20,304
-6,611
| -25% | -$273K | 0.09% | 88 |
|
|
2020
Q3 | $924K | Buy |
26,915
+6,848
| +34% | +$235K | 0.1% | 86 |
|
|
2020
Q2 | $897K | Buy |
20,067
+2,390
| +14% | +$107K | 0.11% | 65 |
|
|
2020
Q1 | $671K | Sell |
17,677
-5,348
| -23% | -$203K | 0.1% | 80 |
|
|
2019
Q4 | $1.61M | Buy |
23,025
+254
| +1% | +$17.7K | 0.18% | 62 |
|
|
2019
Q3 | $1.61M | Buy |
22,771
+2,392
| +12% | +$169K | 0.2% | 60 |
|
|
2019
Q2 | $1.56M | Buy |
20,379
+9,379
| +85% | +$719K | 0.19% | 61 |
|
|
2019
Q1 | $889K | Sell |
11,000
-563
| -5% | -$45.5K | 0.3% | 32 |
|
|
2018
Q4 | $788K | Sell |
11,563
-203
| -2% | -$13.8K | 0.34% | 31 |
|
|
2018
Q3 | $1.01M | Buy |
11,766
+120
| +1% | +$10.3K | 0.45% | 25 |
|
|
2018
Q2 | $952K | Sell |
11,646
-2,254
| -16% | -$184K | 0.46% | 23 |
|
|
2018
Q1 | $1.02M | Buy |
13,900
+1,784
| +15% | +$131K | 0.58% | 21 |
|
|
2017
Q4 | $1.06M | Buy |
12,116
+135
| +1% | +$11.8K | 0.57% | 22 |
|
|
2017
Q3 | $983K | Buy |
11,981
+2,629
| +28% | +$216K | 0.58% | 24 |
|
|
2017
Q2 | $750K | Sell |
9,352
-446
| -5% | -$35.8K | 0.46% | 28 |
|
|
2017
Q1 | $809K | Buy |
9,798
+550
| +6% | +$45.4K | 0.49% | 27 |
|
|
2016
Q4 | $803K | Sell |
9,248
-2,478
| -21% | -$215K | 0.51% | 23 |
|
|
2016
Q3 | $1.01M | Buy |
+11,726
| New | +$1.01M | 0.73% | 17 |
|