Enterprise Bank & Trust’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 | $618K | Buy |
5,733
+379
| +7% | +$40.9K | 0.23% | 75 |
|
|
2025
Q1 | $637K | Buy |
5,354
+35
| +0.7% | +$4.16K | 0.25% | 71 |
|
|
2024
Q4 | $572K | Buy |
5,319
+838
| +19% | +$90.1K | 0.19% | 78 |
|
|
2024
Q3 | $525K | Buy |
4,481
+249
| +6% | +$29.2K | 0.17% | 79 |
|
|
2024
Q2 | $487K | Buy |
4,232
+58
| +1% | +$6.68K | 0.17% | 79 |
|
|
2024
Q1 | $485K | Sell |
4,174
-936
| -18% | -$109K | 0.17% | 78 |
|
|
2023
Q4 | $511K | Buy |
5,110
+1,919
| +60% | +$192K | 0.18% | 76 |
|
|
2023
Q3 | $375K | Hold |
3,191
| – | – | 0.15% | 83 |
|
|
2023
Q2 | $342K | Buy |
3,191
+341
| +12% | +$36.6K | 0.13% | 93 |
|
|
2023
Q1 | $313K | Buy |
2,850
+12
| +0.4% | +$1.32K | 0.14% | 82 |
|
|
2022
Q4 | $313K | Buy |
+2,838
| New | +$313K | 0.15% | 83 |
|
|
2021
Q2 | – | Sell |
-7,160
| Closed | -$400K | – | 102 |
|
|
2021
Q1 | $400K | Hold |
7,160
| – | – | 0.17% | 66 |
|
|
2020
Q4 | $295K | Hold |
7,160
| – | – | 0.13% | 78 |
|
|
2020
Q3 | $246K | Hold |
7,160
| – | – | 0.12% | 79 |
|
|
2020
Q2 | $320K | Sell |
7,160
-1,226
| -15% | -$54.8K | 0.16% | 68 |
|
|
2020
Q1 | $318K | Buy |
8,386
+238
| +3% | +$9.03K | 0.19% | 65 |
|
|
2019
Q4 | $569K | Sell |
8,148
-6,050
| -43% | -$422K | 0.26% | 63 |
|
|
2019
Q3 | $1M | Sell |
14,198
-16,050
| -53% | -$1.13M | 0.49% | 52 |
|
|
2019
Q2 | $2.32M | Sell |
30,248
-3,100
| -9% | -$238K | 1.19% | 26 |
|
|
2019
Q1 | $2.69M | Buy |
+33,348
| New | +$2.69M | 1.11% | 22 |
|