Copperleaf Capital’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 | $307K | Buy |
2,849
+192
| +7% | +$20.7K | 0.16% | 87 |
|
|
2025
Q1 | $316K | Buy |
2,657
+125
| +5% | +$14.9K | 0.19% | 84 |
|
|
2024
Q4 | $272K | Buy |
2,532
+173
| +7% | +$18.6K | 0.17% | 79 |
|
|
2024
Q3 | $277K | Sell |
2,359
-496
| -17% | -$58.1K | 0.21% | 81 |
|
|
2024
Q2 | $329K | Sell |
2,855
-40
| -1% | -$4.61K | 0.26% | 76 |
|
|
2024
Q1 | $337K | Buy |
2,895
+23
| +0.8% | +$2.67K | 0.29% | 73 |
|
|
2023
Q4 | $287K | Sell |
2,872
-165
| -5% | -$16.5K | 0.29% | 65 |
|
|
2023
Q3 | $357K | Buy |
3,037
+124
| +4% | +$14.6K | 0.39% | 58 |
|
|
2023
Q2 | $312K | Sell |
2,913
-3,089
| -51% | -$331K | 0.29% | 64 |
|
|
2023
Q1 | $658K | Sell |
6,002
-2,472
| -29% | -$271K | 0.65% | 40 |
|
|
2022
Q4 | $935K | Sell |
8,474
-1,187
| -12% | -$131K | 1.08% | 29 |
|
|
2022
Q3 | $843K | Sell |
9,661
-22,577
| -70% | -$1.97M | 0.91% | 31 |
|
|
2022
Q2 | $2.76M | Sell |
32,238
-1,697
| -5% | -$145K | 2.79% | 10 |
|
|
2022
Q1 | $2.8M | Sell |
33,935
-53
| -0.2% | -$4.38K | 2.49% | 14 |
|
|
2021
Q4 | $2.08M | Sell |
33,988
-1,639
| -5% | -$100K | 1.8% | 19 |
|
|
2021
Q3 | $2.1M | Buy |
35,627
+524
| +1% | +$30.8K | 2.02% | 19 |
|
|
2021
Q2 | $2.21M | Sell |
35,103
-550
| -2% | -$34.7K | 2.17% | 16 |
|
|
2021
Q1 | $1.99M | Sell |
35,653
-12,609
| -26% | -$704K | 2.12% | 16 |
|
|
2020
Q4 | $1.99M | Buy |
48,262
+8,633
| +22% | +$356K | 1.7% | 18 |
|
|
2020
Q3 | $1.36M | Sell |
39,629
-996
| -2% | -$34.2K | 1.31% | 27 |
|
|
2020
Q2 | $1.82M | Sell |
40,625
-1,755
| -4% | -$78.5K | 1.88% | 17 |
|
|
2020
Q1 | $1.61M | Buy |
42,380
+38,818
| +1,090% | +$1.47M | 1.93% | 19 |
|
|
2019
Q4 | $249K | Buy |
+3,562
| New | +$249K | 0.25% | 43 |
|