FSA
Fort Sheridan Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
25,797
-1,680
| -6% | -$181K | 0.4% | 47 |
|
|
2025
Q1 | $3.27M | Sell |
27,477
-2,347
| -8% | -$279K | 0.5% | 41 |
|
|
2024
Q4 | $3.21M | Buy |
29,824
+866
| +3% | +$93.2K | 0.47% | 42 |
|
|
2024
Q3 | $3.39M | Buy |
28,958
+3,017
| +12% | +$354K | 0.52% | 39 |
|
|
2024
Q2 | $2.99M | Buy |
25,941
+3,664
| +16% | +$422K | 0.48% | 43 |
|
|
2024
Q1 | $2.59M | Buy |
22,277
+1,302
| +6% | +$151K | 0.49% | 42 |
|
|
2023
Q4 | $2.1M | Buy |
20,975
+5,025
| +32% | +$502K | 0.42% | 49 |
|
|
2023
Q3 | $1.88M | Buy |
15,950
+37
| +0.2% | +$4.35K | 0.43% | 48 |
|
|
2023
Q2 | $1.71M | Buy |
15,913
+26
| +0.2% | +$2.79K | 0.39% | 50 |
|
|
2023
Q1 | $1.74M | Buy |
15,887
+9,189
| +137% | +$1.01M | 0.44% | 42 |
|
|
2022
Q4 | $739K | Sell |
6,698
-2,236
| -25% | -$247K | 0.24% | 81 |
|
|
2022
Q3 | $780K | Buy |
8,934
+1,211
| +16% | +$106K | 0.26% | 71 |
|
|
2022
Q2 | $661K | Sell |
7,723
-79
| -1% | -$6.76K | 0.21% | 86 |
|
|
2022
Q1 | $644K | Buy |
7,802
+606
| +8% | +$50K | 0.19% | 93 |
|
|
2021
Q4 | $440K | Buy |
7,196
+2,457
| +52% | +$150K | 0.13% | 118 |
|
|
2021
Q3 | $279K | Buy |
4,739
+498
| +12% | +$29.3K | 0.09% | 148 |
|
|
2021
Q2 | $268K | Buy |
4,241
+179
| +4% | +$11.3K | 0.09% | 143 |
|
|
2021
Q1 | $227K | Buy |
+4,062
| New | +$227K | 0.09% | 140 |
|
|
2020
Q1 | – | Sell |
-3,835
| Closed | -$268K | – | 117 |
|
|
2019
Q4 | $268K | Buy |
+3,835
| New | +$268K | 0.14% | 87 |
|