First Heartland Consultants’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
$901K Buy
8,355
+208
+3% +$22.4K 0.08% 178
2025
Q1
$969K Sell
8,147
-352
-4% -$41.9K 0.1% 151
2024
Q4
$914K Sell
8,499
-952
-10% -$102K 0.09% 157
2024
Q3
$1.11M Buy
9,451
+87
+0.9% +$10.2K 0.12% 129
2024
Q2
$1.08K Sell
9,364
-705
-7% -$81 0.08% 164
2024
Q1
$1.17M Buy
10,069
+85
+0.9% +$9.88K 0.12% 150
2023
Q4
$998K Sell
9,984
-899
-8% -$89.9K 0.12% 141
2023
Q3
$1.28M Sell
10,883
-818
-7% -$96.2K 0.16% 126
2023
Q2
$1.26M Buy
11,701
+541
+5% +$58K 0.16% 123
2023
Q1
$1.22M Sell
11,160
-648
-5% -$71.1K 0.18% 118
2022
Q4
$1.3M Sell
11,808
-891
-7% -$98.3K 0.21% 108
2022
Q3
$1.11K Buy
12,699
+442
+4% +$39 0.1% 121
2022
Q2
$1.05M Sell
12,257
-1,067
-8% -$91.3K 0.16% 113
2022
Q1
$1.1M Sell
13,324
-603
-4% -$49.8K 0.17% 105
2021
Q4
$852 Sell
13,927
-1,309
-9% -$80 0.03% 131
2021
Q3
$896K Sell
15,236
-6,502
-30% -$382K 0.14% 143
2021
Q2
$1.37M Buy
21,738
+3,488
+19% +$220K 0.21% 113
2021
Q1
$1.02M Sell
18,250
-1,751
-9% -$97.8K 0.16% 127
2020
Q4
$824K Sell
20,001
-698
-3% -$28.8K 0.14% 117
2020
Q3
$711K Sell
20,699
-1,418
-6% -$48.7K 0.13% 117
2020
Q2
$989K Buy
22,117
+3,567
+19% +$160K 0.2% 103
2020
Q1
$704K Buy
18,550
+953
+5% +$36.2K 0.18% 107
2019
Q4
$1.23M Buy
17,597
+421
+2% +$29.4K 0.24% 103
2019
Q3
$1.21M Sell
17,176
-430
-2% -$30.4K 0.26% 93
2019
Q2
$1.35M Sell
17,606
-149
-0.8% -$11.4K 0.32% 78
2019
Q1
$1.44M Buy
17,755
+537
+3% +$43.4K 0.4% 65
2018
Q4
$1.17M Sell
17,218
-495
-3% -$33.8K 0.44% 62
2018
Q3
$1.51M Sell
17,713
-182
-1% -$15.5K 0.47% 61
2018
Q2
$1.48M Sell
17,895
-4,947
-22% -$409K 0.52% 58
2018
Q1
$1.7M Buy
22,842
+364
+2% +$27.2K 0.51% 63
2017
Q4
$1.88M Sell
22,478
-5,684
-20% -$475K 0.57% 56
2017
Q3
$2.31M Buy
28,162
+1,423
+5% +$117K 0.56% 41
2017
Q2
$2.16M Buy
26,739
+1,894
+8% +$153K 0.56% 43
2017
Q1
$2.04M Buy
24,845
+1,743
+8% +$143K 0.57% 41
2016
Q4
$2.09M Sell
23,102
-504
-2% -$45.5K 0.63% 36
2016
Q3
$2.06M Buy
23,606
+320
+1% +$27.9K 0.6% 37
2016
Q2
$2.18K Sell
23,286
-487
-2% -$46 0.24% 34
2016
Q1
$1.99M Buy
23,773
+316
+1% +$26.4K 0.76% 22
2015
Q4
$1.83M Sell
23,457
-638
-3% -$49.7K 0.69% 28
2015
Q3
$1.79M Buy
24,095
+1,367
+6% +$102K 0.75% 28
2015
Q2
$1.89K Sell
22,728
-329
-1% -$27 0.51% 33
2015
Q1
$1.96M Buy
23,057
+169
+0.7% +$14.4K 0.75% 28
2014
Q4
$2.12M Sell
22,888
-169
-0.7% -$15.6K 0.87% 24
2014
Q3
$2.17M Buy
23,057
+14
+0.1% +$1.32K 0.95% 18
2014
Q2
$2.32M Buy
23,043
+13
+0.1% +$1.31K 1.05% 19
2014
Q1
$2.25M Buy
23,030
+485
+2% +$47.4K 1.11% 18
2013
Q4
$2.28M Buy
22,545
+678
+3% +$68.6K 1.28% 15
2013
Q3
$1.88M Buy
21,867
+5,345
+32% +$460K 1.14% 17
2013
Q2
$1.49M Buy
+16,522
New +$1.49M 0.87% 29