Garde Capital’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
$523K Buy
4,855
+107
+2% +$11.5K 0.03% 138
2025
Q1
$565K Sell
4,748
-335
-7% -$39.8K 0.03% 135
2024
Q4
$547K Buy
5,083
+1,077
+27% +$116K 0.04% 137
2024
Q3
$470K Sell
4,006
-78
-2% -$9.15K 0.03% 143
2024
Q2
$470K Sell
4,084
-359
-8% -$41.3K 0.03% 138
2024
Q1
$516K Sell
4,443
-699
-14% -$81.2K 0.04% 136
2023
Q4
$514K Buy
5,142
+26
+0.5% +$2.6K 0.04% 134
2023
Q3
$602K Sell
5,116
-335
-6% -$39.4K 0.05% 119
2023
Q2
$585K Hold
5,451
0.05% 130
2023
Q1
$598K Hold
5,451
0.07% 110
2022
Q4
$601K Buy
5,451
+48
+0.9% +$5.29K 0.07% 106
2022
Q3
$472K Hold
5,403
0.06% 112
2022
Q2
$463K Sell
5,403
-23,743
-81% -$2.03M 0.06% 119
2022
Q1
$2.41M Sell
29,146
-3,336
-10% -$276K 0.25% 54
2021
Q4
$1.99M Sell
32,482
-2,549
-7% -$156K 0.19% 59
2021
Q3
$2.06M Sell
35,031
-35
-0.1% -$2.06K 0.21% 54
2021
Q2
$2.21M Sell
35,066
-200
-0.6% -$12.6K 0.23% 51
2021
Q1
$1.97M Sell
35,266
-1,097
-3% -$61.2K 0.23% 52
2020
Q4
$1.5M Sell
36,363
-2,605
-7% -$107K 0.18% 56
2020
Q3
$1.34M Buy
38,968
+3,732
+11% +$128K 0.2% 54
2020
Q2
$1.58M Buy
+35,236
New +$1.58M 0.23% 49
2020
Q1
Sell
-6,566
Closed -$458K 139
2019
Q4
$458K Buy
6,566
+250
+4% +$17.4K 0.07% 96
2019
Q3
$446K Buy
6,316
+339
+6% +$23.9K 0.07% 92
2019
Q2
$458K Buy
5,977
+881
+17% +$67.5K 0.08% 91
2019
Q1
$412K Sell
5,096
-8,808
-63% -$712K 0.07% 97
2018
Q4
$948K Sell
13,904
-1,651
-11% -$113K 0.17% 76
2018
Q3
$1.22M Sell
15,555
-384
-2% -$30K 0.2% 62
2018
Q2
$1.32M Hold
15,939
0.23% 53
2018
Q1
$1.19M Buy
15,939
+797
+5% +$59.5K 0.22% 55
2017
Q4
$1.27M Sell
15,142
-188
-1% -$15.7K 0.24% 56
2017
Q3
$1.26M Buy
15,330
+8,825
+136% +$724K 0.25% 53
2017
Q2
$525K Sell
6,505
-1,000
-13% -$80.7K 0.13% 66
2017
Q1
$615K Hold
7,505
0.16% 56
2016
Q4
$677K Sell
7,505
-10,290
-58% -$928K 0.19% 52
2016
Q3
$1.32M Buy
17,795
+10,013
+129% +$744K 0.42% 45
2016
Q2
$729K Hold
7,782
0.24% 45
2016
Q1
$650K Buy
7,782
+962
+14% +$80.4K 0.22% 48
2015
Q4
$532K Sell
6,820
-10,975
-62% -$856K 0.19% 61
2015
Q3
$1.32M Hold
17,795
0.42% 45
2015
Q2
$1.48M Buy
17,795
+115
+0.7% +$9.57K 0.45% 45
2015
Q1
$1.5M Buy
17,680
+485
+3% +$41.2K 0.46% 46
2014
Q4
$1.59M Buy
17,195
+10,949
+175% +$1.01M 0.49% 44
2014
Q3
$587K Hold
6,246
0.23% 60
2014
Q2
$629K Buy
+6,246
New +$629K 0.25% 55