First Western Trust Bank’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 | $1.44M | Sell |
13,348
-49
| -0.4% | -$5.28K | 0.06% | 74 |
|
2025
Q1 | $1.59M | Sell |
13,397
-2,355
| -15% | -$280K | 0.08% | 71 |
|
2024
Q4 | $1.69M | Buy |
15,752
+1,160
| +8% | +$125K | 0.08% | 70 |
|
2024
Q3 | $1.71M | Buy |
14,592
+1,173
| +9% | +$137K | 0.08% | 75 |
|
2024
Q2 | $1.54M | Sell |
13,419
-989
| -7% | -$114K | 0.07% | 73 |
|
2024
Q1 | $1.67M | Sell |
14,408
-3,321
| -19% | -$386K | 0.08% | 76 |
|
2023
Q4 | $1.77M | Sell |
17,729
-554
| -3% | -$55.4K | 0.09% | 71 |
|
2023
Q3 | $2.15M | Sell |
18,283
-431
| -2% | -$50.7K | 0.12% | 66 |
|
2023
Q2 | $2.01M | Sell |
18,714
-336
| -2% | -$36K | 0.1% | 69 |
|
2023
Q1 | $2.09M | Buy |
19,050
+107
| +0.6% | +$11.7K | 0.11% | 66 |
|
2022
Q4 | $2.09M | Buy |
18,943
+238
| +1% | +$26.3K | 0.12% | 64 |
|
2022
Q3 | $1.63M | Sell |
18,705
-459
| -2% | -$40.1K | 0.11% | 65 |
|
2022
Q2 | $1.69M | Sell |
19,164
-3,567
| -16% | -$314K | 0.11% | 65 |
|
2022
Q1 | $1.9M | Buy |
+22,731
| New | +$1.9M | 0.1% | 70 |
|