FPTW
Franklin, Parlapiano, Turner & Welch’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Buy |
88,898
+894
| +1% | +$96.4K | 2.5% | 9 |
|
|
2025
Q1 | $10.5M | Sell |
88,004
-6,487
| -7% | -$771K | 2.82% | 6 |
|
|
2024
Q4 | $10.2M | Buy |
94,491
+812
| +0.9% | +$87.3K | 2.75% | 7 |
|
|
2024
Q3 | $11M | Buy |
93,679
+3,140
| +3% | +$368K | 2.84% | 5 |
|
|
2024
Q2 | $10.4M | Sell |
90,539
-8,257
| -8% | -$951K | 2.89% | 6 |
|
|
2024
Q1 | $11.5M | Sell |
98,796
-12,490
| -11% | -$1.45M | 3.16% | 7 |
|
|
2023
Q4 | $11.1M | Buy |
111,286
+13,175
| +13% | +$1.32M | 3.19% | 5 |
|
|
2023
Q3 | $11.5M | Sell |
98,111
-3,070
| -3% | -$361K | 3.58% | 5 |
|
|
2023
Q2 | $10.9M | Sell |
101,181
-594
| -0.6% | -$63.7K | 3.22% | 5 |
|
|
2023
Q1 | $11.2M | Sell |
101,775
-8,351
| -8% | -$916K | 3.55% | 5 |
|
|
2022
Q4 | $12.1M | Sell |
110,126
-21,995
| -17% | -$2.43M | 3.98% | 5 |
|
|
2022
Q3 | $11.5M | Sell |
132,121
-10,557
| -7% | -$922K | 4.11% | 4 |
|
|
2022
Q2 | $12.2M | Sell |
142,678
-45,480
| -24% | -$3.89M | 4.13% | 4 |
|
|
2022
Q1 | $15.5M | Sell |
188,158
-173,874
| -48% | -$14.4M | 4.62% | 4 |
|
|
2021
Q4 | $22.2M | Buy |
362,032
+8,238
| +2% | +$504K | 6.36% | 4 |
|
|
2021
Q3 | $20.8M | Sell |
353,794
-4,494
| -1% | -$264K | 6.53% | 4 |
|
|
2021
Q2 | $22.6M | Buy |
358,288
+10,091
| +3% | +$637K | 6.99% | 4 |
|
|
2021
Q1 | $19.4M | Buy |
348,197
+28,653
| +9% | +$1.6M | 6.53% | 4 |
|
|
2020
Q4 | $13.2M | Buy |
319,544
+33,128
| +12% | +$1.37M | 4.77% | 4 |
|
|
2020
Q3 | $9.83M | Buy |
286,416
+9,876
| +4% | +$339K | 3.97% | 4 |
|
|
2020
Q2 | $12.4M | Sell |
276,540
-7,897
| -3% | -$353K | 5.11% | 4 |
|
|
2020
Q1 | $10.8M | Buy |
284,437
+30,482
| +12% | +$1.16M | 4.96% | 4 |
|
|
2019
Q4 | $17.7M | Buy |
253,955
+21,070
| +9% | +$1.47M | 6.68% | 4 |
|
|
2019
Q3 | $16.4M | Buy |
232,885
+35,518
| +18% | +$2.51M | 6.4% | 4 |
|
|
2019
Q2 | $15.1M | Sell |
197,367
-4,300
| -2% | -$330K | 5.92% | 4 |
|
|
2019
Q1 | $16.3M | Buy |
201,667
+26,890
| +15% | +$2.17M | 6.43% | 4 |
|
|
2018
Q4 | $11.9M | Buy |
174,777
+10,958
| +7% | +$747K | 5.24% | 4 |
|
|
2018
Q3 | $13.9M | Sell |
163,819
-46,960
| -22% | -$3.99M | 5.56% | 4 |
|
|
2018
Q2 | $17.4M | Sell |
210,779
-55
| -0% | -$4.55K | 7.19% | 4 |
|
|
2018
Q1 | $15.7M | Sell |
210,834
-16,096
| -7% | -$1.2M | 6.7% | 4 |
|
|
2017
Q4 | $19M | Buy |
226,930
+6,445
| +3% | +$539K | 7.77% | 3 |
|
|
2017
Q3 | $18.1M | Buy |
220,485
+1,995
| +0.9% | +$164K | 7.76% | 3 |
|
|
2017
Q2 | $17.6M | Buy |
218,490
+21,377
| +11% | +$1.73M | 8.06% | 3 |
|
|
2017
Q1 | $16.2M | Buy |
197,113
+738
| +0.4% | +$60.5K | 7.51% | 4 |
|
|
2016
Q4 | $17.7M | Buy |
196,375
+31,112
| +19% | +$2.81M | 8.8% | 3 |
|
|
2016
Q3 | $14.4M | Sell |
165,263
-7,000
| -4% | -$611K | 7.33% | 4 |
|
|
2016
Q2 | $16.1M | Buy |
172,263
+2,876
| +2% | +$270K | 8.61% | 3 |
|
|
2016
Q1 | $14.2M | Sell |
169,387
-5,193
| -3% | -$434K | 7.8% | 4 |
|
|
2015
Q4 | $13.6M | Buy |
174,580
+12,663
| +8% | +$987K | 8.05% | 4 |
|
|
2015
Q3 | $12M | Buy |
161,917
+135
| +0.1% | +$10K | 7.91% | 3 |
|
|
2015
Q2 | $13.5M | Buy |
161,782
+14,794
| +10% | +$1.23M | 8.9% | 2 |
|
|
2015
Q1 | $12.5M | Sell |
146,988
-11,999
| -8% | -$1.02M | 8.38% | 3 |
|
|
2014
Q4 | $14.7M | Sell |
158,987
-8,860
| -5% | -$819K | 9.83% | 2 |
|
|
2014
Q3 | $15.8M | Hold |
167,847
| – | – | 11.32% | 2 |
|
|
2014
Q2 | $16.9M | Buy |
167,847
+1,912
| +1% | +$193K | 12.08% | 2 |
|
|
2014
Q1 | $16.2M | Sell |
165,935
-67,721
| -29% | -$6.62M | 11.72% | 2 |
|
|
2013
Q4 | $23.6M | Sell |
233,656
-21,090
| -8% | -$2.13M | 16.33% | 1 |
|
|
2013
Q3 | $21.9M | Buy |
254,746
+89,200
| +54% | +$7.67M | 16.06% | 1 |
|
|
2013
Q2 | $15M | Buy |
+165,546
| New | +$15M | 12.74% | 2 |
|