Eads & Heald 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 | $1.78M | Sell |
16,470
-225
| -1% | -$24.3K | 0.88% | 47 |
|
|
2025
Q1 | $1.99M | Sell |
16,695
-52
| -0.3% | -$6.19K | 1.01% | 39 |
|
|
2024
Q4 | $1.8M | Buy |
16,747
+127
| +0.8% | +$13.7K | 0.89% | 47 |
|
|
2024
Q3 | $1.95M | Sell |
16,620
-859
| -5% | -$101K | 0.92% | 46 |
|
|
2024
Q2 | $2.01M | Buy |
17,479
+210
| +1% | +$24.2K | 0.97% | 45 |
|
|
2024
Q1 | $2.01M | Sell |
17,269
-1,013
| -6% | -$118K | 0.94% | 44 |
|
|
2023
Q4 | $1.83M | Sell |
18,282
-653
| -3% | -$65.3K | 0.88% | 51 |
|
|
2023
Q3 | $2.23M | Sell |
18,935
-403
| -2% | -$47.4K | 1.17% | 32 |
|
|
2023
Q2 | $2.07M | Buy |
19,338
+199
| +1% | +$21.3K | 1.02% | 39 |
|
|
2023
Q1 | $2.1M | Buy |
19,139
+2,588
| +16% | +$284K | 1.04% | 37 |
|
|
2022
Q4 | $1.83M | Sell |
16,551
-532
| -3% | -$58.7K | 0.93% | 46 |
|
|
2022
Q3 | $1.49M | Buy |
17,083
+2,677
| +19% | +$234K | 0.85% | 53 |
|
|
2022
Q2 | $1.23M | Buy |
14,406
+485
| +3% | +$41.5K | 0.66% | 67 |
|
|
2022
Q1 | $1.15M | Buy |
13,921
+276
| +2% | +$22.8K | 0.53% | 86 |
|
|
2021
Q4 | $835K | Buy |
13,645
+970
| +8% | +$59.4K | 0.36% | 98 |
|
|
2021
Q3 | $746K | Buy |
12,675
+1,167
| +10% | +$68.7K | 0.36% | 102 |
|
|
2021
Q2 | $726K | Buy |
11,508
+1,785
| +18% | +$113K | 0.35% | 102 |
|
|
2021
Q1 | $543K | Sell |
9,723
-42
| -0.4% | -$2.35K | 0.28% | 107 |
|
|
2020
Q4 | $403K | Sell |
9,765
-6,237
| -39% | -$257K | 0.22% | 110 |
|
|
2020
Q3 | $549K | Sell |
16,002
-5,676
| -26% | -$195K | 0.33% | 99 |
|
|
2020
Q2 | $969K | Sell |
21,678
-102
| -0.5% | -$4.56K | 0.59% | 76 |
|
|
2020
Q1 | $827K | Sell |
21,780
-1,605
| -7% | -$60.9K | 0.58% | 77 |
|
|
2019
Q4 | $1.63M | Sell |
23,385
-1,334
| -5% | -$93.1K | 0.86% | 56 |
|
|
2019
Q3 | $1.75M | Buy |
24,719
+1,164
| +5% | +$82.2K | 0.98% | 52 |
|
|
2019
Q2 | $1.81M | Buy |
23,555
+150
| +0.6% | +$11.5K | 1.02% | 50 |
|
|
2019
Q1 | $1.89M | Buy |
23,405
+402
| +2% | +$32.5K | 1.09% | 42 |
|
|
2018
Q4 | $1.57M | Sell |
23,003
-382
| -2% | -$26.1K | 1.05% | 46 |
|
|
2018
Q3 | $1.99M | Buy |
23,385
+711
| +3% | +$60.4K | 1.14% | 38 |
|
|
2018
Q2 | $1.88M | Buy |
22,674
+774
| +4% | +$64K | 1.16% | 34 |
|
|
2018
Q1 | $1.63M | Sell |
21,900
-573
| -3% | -$42.8K | 1.04% | 43 |
|
|
2017
Q4 | $1.88M | Sell |
22,473
-86
| -0.4% | -$7.19K | 1.11% | 36 |
|
|
2017
Q3 | $1.85M | Buy |
22,559
+42
| +0.2% | +$3.44K | 1.15% | 33 |
|
|
2017
Q2 | $1.82M | Sell |
22,517
-1,144
| -5% | -$92.4K | 1.17% | 32 |
|
|
2017
Q1 | $1.94M | Buy |
23,661
+1,836
| +8% | +$151K | 1.25% | 21 |
|
|
2016
Q4 | $1.97M | Sell |
21,825
-62
| -0.3% | -$5.6K | 1.34% | 14 |
|
|
2016
Q3 | $1.91M | Sell |
21,887
-6
| -0% | -$524 | 1.32% | 18 |
|
|
2016
Q2 | $2.05M | Sell |
21,893
-258
| -1% | -$24.2K | 1.41% | 12 |
|
|
2016
Q1 | $1.85M | Sell |
22,151
-204
| -0.9% | -$17.1K | 1.28% | 19 |
|
|
2015
Q4 | $1.74M | Buy |
22,355
+308
| +1% | +$24K | 1.21% | 28 |
|
|
2015
Q3 | $1.64M | Sell |
22,047
-348
| -2% | -$25.9K | 1.17% | 29 |
|
|
2015
Q2 | $1.86M | Buy |
22,395
+1,525
| +7% | +$127K | 1.23% | 27 |
|
|
2015
Q1 | $1.77M | Sell |
20,870
-332
| -2% | -$28.2K | 1.14% | 33 |
|
|
2014
Q4 | $1.96M | Sell |
21,202
-115
| -0.5% | -$10.6K | 1.25% | 27 |
|
|
2014
Q3 | $2.01M | Sell |
21,317
-640
| -3% | -$60.2K | 1.36% | 19 |
|
|
2014
Q2 | $2.21M | Sell |
21,957
-955
| -4% | -$96.2K | 1.47% | 7 |
|
|
2014
Q1 | $2.24M | Buy |
22,912
+41
| +0.2% | +$4.01K | 1.47% | 13 |
|
|
2013
Q4 | $2.32M | Sell |
22,871
-285
| -1% | -$28.8K | 1.54% | 6 |
|
|
2013
Q3 | $1.99M | Sell |
23,156
-795
| -3% | -$68.4K | 1.42% | 15 |
|
|
2013
Q2 | $2.16M | Buy |
+23,951
| New | +$2.16M | 1.53% | 6 |
|