CWM
Cranbrook Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
2,678
-69
| -3% | -$7.44K | 0.06% | 99 |
|
|
2025
Q1 | $327K | Buy |
2,747
+121
| +5% | +$14.4K | 0.08% | 93 |
|
|
2024
Q4 | $282K | Buy |
2,626
+1
| +0% | +$108 | 0.07% | 99 |
|
|
2024
Q3 | $308K | Buy |
2,625
+201
| +8% | +$23.6K | 0.07% | 95 |
|
|
2024
Q2 | $279K | Buy |
2,424
+1
| +0% | +$115 | 0.07% | 94 |
|
|
2024
Q1 | $282K | Buy |
2,423
+1
| +0% | +$116 | 0.07% | 85 |
|
|
2023
Q4 | $242K | Buy |
2,422
+116
| +5% | +$11.6K | 0.06% | 86 |
|
|
2023
Q3 | $271K | Buy |
2,306
+1
| +0% | +$118 | 0.08% | 79 |
|
|
2023
Q2 | $247K | Buy |
2,305
+1
| +0% | +$107 | 0.07% | 85 |
|
|
2023
Q1 | $253K | Buy |
2,304
+8
| +0.3% | +$877 | 0.07% | 84 |
|
|
2022
Q4 | $253K | Buy |
2,296
+1
| +0% | +$110 | 0.07% | 84 |
|
|
2022
Q3 | $200K | Hold |
2,295
| – | – | 0.05% | 95 |
|
|
2022
Q2 | $197K | Sell |
2,295
-99
| -4% | -$8.5K | 0.05% | 96 |
|
|
2022
Q1 | $197K | Buy |
2,394
+177
| +8% | +$14.6K | 0.04% | 104 |
|
|
2021
Q4 | $136K | Sell |
2,217
-178
| -7% | -$10.9K | 0.03% | 120 |
|
|
2021
Q3 | $141K | Buy |
2,395
+78
| +3% | +$4.59K | 0.03% | 118 |
|
|
2021
Q2 | $146K | Sell |
2,317
-172
| -7% | -$10.8K | 0.03% | 115 |
|
|
2021
Q1 | $139K | Buy |
2,489
+57
| +2% | +$3.18K | 0.03% | 118 |
|
|
2020
Q4 | $100K | Buy |
2,432
+2
| +0.1% | +$82 | 0.03% | 125 |
|
|
2020
Q3 | $83K | Buy |
2,430
+65
| +3% | +$2.22K | 0.02% | 121 |
|
|
2020
Q2 | $106K | Hold |
2,365
| – | – | 0.03% | 112 |
|
|
2020
Q1 | $90K | Buy |
2,365
+117
| +5% | +$4.45K | 0.03% | 108 |
|
|
2019
Q4 | $157K | Sell |
2,248
-114
| -5% | -$7.96K | 0.04% | 95 |
|
|
2019
Q3 | $167K | Buy |
2,362
+114
| +5% | +$8.06K | 0.05% | 89 |
|
|
2019
Q2 | $172K | Hold |
2,248
| – | – | 0.05% | 87 |
|
|
2019
Q1 | $182K | Sell |
2,248
-602
| -21% | -$48.7K | 0.06% | 81 |
|
|
2018
Q4 | $194K | Buy |
2,850
+398
| +16% | +$27.1K | 0.07% | 73 |
|
|
2018
Q3 | $209K | Sell |
2,452
-682
| -22% | -$58.1K | 0.07% | 65 |
|
|
2018
Q2 | $259K | Hold |
3,134
| – | – | 0.1% | 61 |
|
|
2018
Q1 | $234K | Hold |
3,134
| – | – | 0.09% | 62 |
|
|
2017
Q4 | $262K | Hold |
3,134
| – | – | 0.1% | 60 |
|
|
2017
Q3 | $257K | Hold |
3,134
| – | – | 0.11% | 59 |
|
|
2017
Q2 | $253K | Sell |
3,134
-28
| -0.9% | -$2.26K | 0.11% | 59 |
|
|
2017
Q1 | $259K | Hold |
3,162
| – | – | 0.12% | 56 |
|
|
2016
Q4 | $285K | Hold |
3,162
| – | – | 0.14% | 54 |
|
|
2016
Q3 | $276K | Hold |
3,162
| – | – | 0.14% | 50 |
|
|
2016
Q2 | $296K | Hold |
3,162
| – | – | 0.15% | 48 |
|
|
2016
Q1 | $264K | Hold |
3,162
| – | – | 0.14% | 49 |
|
|
2015
Q4 | $246K | Buy |
3,162
+1
| +0% | +$78 | 0.14% | 46 |
|
|
2015
Q3 | $235K | Hold |
3,161
| – | – | 0.14% | 47 |
|
|
2015
Q2 | $263K | Sell |
3,161
-158
| -5% | -$13.1K | 0.15% | 45 |
|
|
2015
Q1 | $282K | Buy |
3,319
+61
| +2% | +$5.18K | 0.17% | 48 |
|
|
2014
Q4 | $301K | Buy |
+3,258
| New | +$301K | 0.19% | 46 |
|
|
2014
Q1 | – | Sell |
-4,191
| Closed | -$424K | – | 232 |
|
|
2013
Q4 | $424K | Buy |
+4,191
| New | +$424K | 0.29% | 42 |
|