GAM
Gould Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
9,771
-38
| -0.4% | -$4.1K | 0.21% | 58 |
|
|
2025
Q1 | $1.17M | Buy |
9,809
+148
| +2% | +$17.6K | 0.24% | 54 |
|
|
2024
Q4 | $1.04M | Hold |
9,661
| – | – | 0.22% | 57 |
|
|
2024
Q3 | $1.13M | Buy |
9,661
+2,010
| +26% | +$236K | 0.24% | 53 |
|
|
2024
Q2 | $881K | Hold |
7,651
| – | – | 0.2% | 62 |
|
|
2024
Q1 | $889K | Hold |
7,651
| – | – | 0.22% | 57 |
|
|
2023
Q4 | $765K | Buy |
7,651
+3,160
| +70% | +$316K | 0.2% | 58 |
|
|
2023
Q3 | $528K | Buy |
4,491
+6
| +0.1% | +$705 | 0.15% | 70 |
|
|
2023
Q2 | $481K | Sell |
4,485
-665
| -13% | -$71.3K | 0.13% | 81 |
|
|
2023
Q1 | $565K | Sell |
5,150
-15
| -0.3% | -$1.65K | 0.16% | 68 |
|
|
2022
Q4 | $570K | Hold |
5,165
| – | – | 0.17% | 71 |
|
|
2022
Q3 | $451K | Hold |
5,165
| – | – | 0.15% | 72 |
|
|
2022
Q2 | $442K | Sell |
5,165
-10
| -0.2% | -$856 | 0.14% | 85 |
|
|
2022
Q1 | $427K | Sell |
5,175
-2,020
| -28% | -$167K | 0.12% | 85 |
|
|
2021
Q4 | $440K | Sell |
7,195
-25
| -0.3% | -$1.53K | 0.12% | 83 |
|
|
2021
Q3 | $425K | Sell |
7,220
-2,925
| -29% | -$172K | 0.13% | 80 |
|
|
2021
Q2 | $640K | Hold |
10,145
| – | – | 0.18% | 65 |
|
|
2021
Q1 | $566K | Sell |
10,145
-3,615
| -26% | -$202K | 0.17% | 69 |
|
|
2020
Q4 | $567K | Hold |
13,760
| – | – | 0.17% | 68 |
|
|
2020
Q3 | $472K | Hold |
13,760
| – | – | 0.16% | 71 |
|
|
2020
Q2 | $615K | Sell |
13,760
-350
| -2% | -$15.6K | 0.22% | 55 |
|
|
2020
Q1 | $536K | Hold |
14,110
| – | – | 0.2% | 50 |
|
|
2019
Q4 | $985K | Buy |
14,110
+1,000
| +8% | +$69.8K | 0.33% | 43 |
|
|
2019
Q3 | $926K | Buy |
13,110
+1,000
| +8% | +$70.6K | 0.33% | 44 |
|
|
2019
Q2 | $928K | Sell |
12,110
-1,000
| -8% | -$76.6K | 0.33% | 42 |
|
|
2019
Q1 | $1.06M | Hold |
13,110
| – | – | 0.4% | 38 |
|
|
2018
Q4 | $894K | Buy |
13,110
+1,000
| +8% | +$68.2K | 0.37% | 42 |
|
|
2018
Q3 | $1.03M | Sell |
12,110
-150
| -1% | -$12.8K | 0.41% | 37 |
|
|
2018
Q2 | $1.01M | Sell |
12,260
-100
| -0.8% | -$8.27K | 0.44% | 33 |
|
|
2018
Q1 | $922K | Hold |
12,360
| – | – | 0.4% | 40 |
|
|
2017
Q4 | $1.03M | Sell |
12,360
-367
| -3% | -$30.7K | 0.45% | 38 |
|
|
2017
Q3 | $1.04M | Buy |
12,727
+267
| +2% | +$21.9K | 0.47% | 36 |
|
|
2017
Q2 | $1.01M | Sell |
12,460
-27
| -0.2% | -$2.18K | 0.49% | 30 |
|
|
2017
Q1 | $1.02M | Buy |
12,487
+2
| +0% | +$164 | 0.51% | 30 |
|
|
2016
Q4 | $1.13M | Sell |
12,485
-75
| -0.6% | -$6.77K | 0.58% | 24 |
|
|
2016
Q3 | $1.1M | Hold |
12,560
| – | – | 0.59% | 24 |
|
|
2016
Q2 | $1.18M | Sell |
12,560
-2,000
| -14% | -$187K | 0.63% | 22 |
|
|
2016
Q1 | $1.22M | Hold |
14,560
| – | – | 0.66% | 20 |
|
|
2015
Q4 | $1.14M | Sell |
14,560
-4,226
| -22% | -$329K | 0.61% | 21 |
|
|
2015
Q3 | $1.4M | Buy |
18,786
+116
| +0.6% | +$8.63K | 0.78% | 16 |
|
|
2015
Q2 | $1.55M | Hold |
18,670
| – | – | 0.79% | 18 |
|
|
2015
Q1 | $1.59M | Sell |
18,670
-1,463
| -7% | -$124K | 0.78% | 18 |
|
|
2014
Q4 | $1.86M | Buy |
20,133
+1,093
| +6% | +$101K | 0.91% | 16 |
|
|
2014
Q3 | $1.79M | Buy |
19,040
+990
| +5% | +$93.1K | 0.87% | 17 |
|
|
2014
Q2 | $1.82M | Buy |
18,050
+900
| +5% | +$90.6K | 0.87% | 16 |
|
|
2014
Q1 | $1.68M | Buy |
17,150
+1,110
| +7% | +$108K | 0.89% | 17 |
|
|
2013
Q4 | $1.62M | Sell |
16,040
-385
| -2% | -$39K | 0.95% | 16 |
|
|
2013
Q3 | $1.41M | Sell |
16,425
-61
| -0.4% | -$5.25K | 0.89% | 15 |
|
|
2013
Q2 | $1.49M | Buy |
+16,486
| New | +$1.49M | 0.93% | 16 |
|