Gates Foundation Trust’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,000
| Closed | -$2M | – | 75 |
|
|
2023
Q3 | $2M | Buy |
+17,000
| New | +$2M | 0.01% | 63 |
|
|
2014
Q4 | – | Sell |
-8,143,858
| Closed | -$766M | – | 22 |
|
|
2014
Q3 | $766M | Hold |
8,143,858
| – | – | 3.53% | 8 |
|
|
2014
Q2 | $820M | Hold |
8,143,858
| – | – | 4.11% | 8 |
|
|
2014
Q1 | $795M | Hold |
8,143,858
| – | – | 4.02% | 7 |
|
|
2013
Q4 | $824M | Buy |
8,143,858
+500,000
| +7% | +$50.6M | 4.11% | 8 |
|
|
2013
Q3 | $658M | Hold |
7,643,858
| – | – | 3.38% | 9 |
|
|
2013
Q2 | $691M | Buy |
+7,643,858
| New | +$691M | 3.88% | 9 |
|