First Business Financial Services’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 | $3.16M | Buy |
29,272
+248
| +0.9% | +$26.7K | 0.28% | 37 |
|
2025
Q1 | $3.45M | Buy |
29,024
+1,378
| +5% | +$164K | 0.34% | 30 |
|
2024
Q4 | $2.97M | Buy |
27,646
+3,511
| +15% | +$378K | 0.29% | 33 |
|
2024
Q3 | $2.83M | Buy |
24,135
+279
| +1% | +$32.7K | 0.28% | 30 |
|
2024
Q2 | $2.75M | Buy |
23,856
+683
| +3% | +$78.6K | 0.29% | 29 |
|
2024
Q1 | $2.69M | Sell |
23,173
-24
| -0.1% | -$2.79K | 0.29% | 26 |
|
2023
Q4 | $2.32M | Buy |
23,197
+9,025
| +64% | +$902K | 0.27% | 29 |
|
2023
Q3 | $1.67M | Buy |
14,172
+34
| +0.2% | +$4K | 0.21% | 47 |
|
2023
Q2 | $1.52M | Sell |
14,138
-785
| -5% | -$84.2K | 0.19% | 56 |
|
2023
Q1 | $1.64M | Buy |
14,923
+20
| +0.1% | +$2.19K | 0.21% | 41 |
|
2022
Q4 | $1.64M | Buy |
14,903
+876
| +6% | +$96.6K | 0.22% | 41 |
|
2022
Q3 | $1.23M | Buy |
14,027
+804
| +6% | +$70.2K | 0.17% | 51 |
|
2022
Q2 | $1.13M | Sell |
13,223
-1,572
| -11% | -$135K | 0.15% | 60 |
|
2022
Q1 | $1.22M | Buy |
14,795
+294
| +2% | +$24.3K | 0.14% | 66 |
|
2021
Q4 | $887K | Buy |
14,501
+1,906
| +15% | +$117K | 0.09% | 83 |
|
2021
Q3 | $741K | Buy |
12,595
+4,700
| +60% | +$277K | 0.08% | 90 |
|
2021
Q2 | $498K | Buy |
7,895
+601
| +8% | +$37.9K | 0.06% | 101 |
|
2021
Q1 | $407K | Hold |
7,294
| – | – | 0.05% | 104 |
|
2020
Q4 | $301K | Hold |
7,294
| – | – | 0.04% | 111 |
|
2020
Q3 | $250K | Hold |
7,294
| – | – | 0.04% | 113 |
|
2020
Q2 | $326K | Sell |
7,294
-300
| -4% | -$13.4K | 0.06% | 93 |
|
2020
Q1 | $288K | Buy |
7,594
+700
| +10% | +$26.5K | 0.06% | 93 |
|
2019
Q4 | $481K | Sell |
6,894
-500
| -7% | -$34.9K | 0.08% | 82 |
|
2019
Q3 | $522K | Buy |
7,394
+325
| +5% | +$22.9K | 0.09% | 71 |
|
2019
Q2 | $542K | Sell |
7,069
-2,007
| -22% | -$154K | 0.09% | 67 |
|
2019
Q1 | $733K | Sell |
9,076
-4,810
| -35% | -$388K | 0.13% | 46 |
|
2018
Q4 | $947K | Buy |
13,886
+4,760
| +52% | +$325K | 0.16% | 34 |
|
2018
Q3 | $776K | Hold |
9,126
| – | – | 0.12% | 57 |
|
2018
Q2 | $755K | Buy |
9,126
+604
| +7% | +$50K | 0.14% | 39 |
|
2018
Q1 | $636K | Hold |
8,522
| – | – | 0.12% | 58 |
|
2017
Q4 | $713K | Buy |
8,522
+2,289
| +37% | +$192K | 0.13% | 49 |
|
2017
Q3 | $511K | Buy |
6,233
+88
| +1% | +$7.22K | 0.1% | 48 |
|
2017
Q2 | $496K | Sell |
6,145
-343
| -5% | -$27.7K | 0.1% | 49 |
|
2017
Q1 | $532K | Buy |
+6,488
| New | +$532K | 0.11% | 33 |
|