DAM
Diamant Asset Management’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.36M | Sell |
12,612
-400
| -3% | -$43.1K | 1.04% | 24 |
|
2025
Q1 | $1.55M | Sell |
13,012
-57
| -0.4% | -$6.78K | 1.17% | 21 |
|
2024
Q4 | $1.41M | Buy |
13,069
+120
| +0.9% | +$12.9K | 0.9% | 24 |
|
2024
Q3 | $1.52M | Buy |
12,949
+120
| +0.9% | +$14.1K | 0.95% | 23 |
|
2024
Q2 | $1.48M | Buy |
12,829
+650
| +5% | +$74.8K | 0.99% | 23 |
|
2024
Q1 | $1.42M | Buy |
12,179
+5,675
| +87% | +$660K | 0.98% | 25 |
|
2023
Q4 | $650K | Buy |
6,504
+145
| +2% | +$14.5K | 0.48% | 40 |
|
2023
Q3 | $748K | Buy |
6,359
+1,011
| +19% | +$119K | 0.61% | 30 |
|
2023
Q2 | $574K | Hold |
5,348
| – | – | 0.44% | 44 |
|
2023
Q1 | $586K | Buy |
5,348
+200
| +4% | +$21.9K | 0.48% | 45 |
|
2022
Q4 | $568K | Hold |
5,148
| – | – | 0.51% | 45 |
|
2022
Q3 | $449K | Sell |
5,148
-150
| -3% | -$13.1K | 0.44% | 47 |
|
2022
Q2 | $454K | Hold |
5,298
| – | – | 0.41% | 47 |
|
2022
Q1 | $438K | Hold |
5,298
| – | – | 0.34% | 53 |
|
2021
Q4 | $324K | Hold |
5,298
| – | – | 0.24% | 63 |
|
2021
Q3 | $312K | Buy |
+5,298
| New | +$312K | 0.26% | 61 |
|
2021
Q1 | $331K | Sell |
5,937
-500
| -8% | -$27.9K | 0.29% | 58 |
|
2020
Q4 | $265K | Sell |
6,437
-1,425
| -18% | -$58.7K | 0.24% | 61 |
|
2020
Q3 | $270K | Sell |
7,862
-914
| -10% | -$31.4K | 0.26% | 60 |
|
2020
Q2 | $392K | Hold |
8,776
| – | – | 0.41% | 50 |
|
2020
Q1 | $333K | Sell |
8,776
-3,830
| -30% | -$145K | 0.43% | 48 |
|
2019
Q4 | $880K | Sell |
12,606
-1,100
| -8% | -$76.8K | 0.82% | 32 |
|
2019
Q3 | $968K | Hold |
13,706
| – | – | 0.97% | 29 |
|
2019
Q2 | $1.05M | Sell |
13,706
-1,275
| -9% | -$97.7K | 1.04% | 28 |
|
2019
Q1 | $1.21M | Hold |
14,981
| – | – | 1.22% | 27 |
|
2018
Q4 | $1.02M | Sell |
14,981
-108
| -0.7% | -$7.37K | 1.15% | 27 |
|
2018
Q3 | $1.28M | Sell |
15,089
-1,225
| -8% | -$104K | 1.19% | 26 |
|
2018
Q2 | $1.35M | Sell |
16,314
-1,000
| -6% | -$82.8K | 1.31% | 24 |
|
2018
Q1 | $1.29M | Sell |
17,314
-700
| -4% | -$52.2K | 1.27% | 23 |
|
2017
Q4 | $1.51K | Buy |
+18,014
| New | +$1.51K | 0.22% | 24 |
|