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 |
|