Great Diamond Partners’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 | $3.41M | Buy |
31,609
+22,148
| +234% | +$2.39M | 0.72% | 33 |
|
|
2025
Q1 | $1.13M | Buy |
9,461
+720
| +8% | +$85.6K | 0.31% | 79 |
|
|
2024
Q4 | $940K | Buy |
8,741
+150
| +2% | +$16.1K | 0.24% | 89 |
|
|
2024
Q3 | $1.01M | Sell |
8,591
-2,821
| -25% | -$331K | 0.26% | 88 |
|
|
2024
Q2 | $1.31M | Sell |
11,412
-402
| -3% | -$46.3K | 0.31% | 81 |
|
|
2024
Q1 | $1.37M | Sell |
11,814
-25,693
| -69% | -$2.99M | 0.32% | 80 |
|
|
2023
Q4 | $3.75M | Buy |
37,507
+1,793
| +5% | +$179K | 0.92% | 26 |
|
|
2023
Q3 | $4.2M | Buy |
35,714
+1,673
| +5% | +$197K | 1.14% | 19 |
|
|
2023
Q2 | $3.65M | Buy |
34,041
+1,681
| +5% | +$180K | 0.96% | 22 |
|
|
2023
Q1 | $3.55M | Sell |
32,360
-2,031
| -6% | -$223K | 1.03% | 25 |
|
|
2022
Q4 | $3.79M | Sell |
34,391
-783
| -2% | -$86.4K | 1.17% | 25 |
|
|
2022
Q3 | $3.07M | Buy |
35,174
+723
| +2% | +$63.1K | 1.05% | 28 |
|
|
2022
Q2 | $2.95M | Buy |
34,451
+2,122
| +7% | +$182K | 0.98% | 30 |
|
|
2022
Q1 | $2.67M | Buy |
32,329
+22,398
| +226% | +$1.85M | 0.74% | 40 |
|
|
2021
Q4 | $607K | Sell |
9,931
-5,684
| -36% | -$347K | 0.16% | 117 |
|
|
2021
Q3 | $918K | Buy |
15,615
+905
| +6% | +$53.2K | 0.25% | 88 |
|
|
2021
Q2 | $927K | Buy |
14,710
+1,253
| +9% | +$79K | 0.26% | 89 |
|
|
2021
Q1 | $751K | Sell |
13,457
-1,333
| -9% | -$74.4K | 0.23% | 95 |
|
|
2020
Q4 | $609K | Sell |
14,790
-4,000
| -21% | -$165K | 0.19% | 96 |
|
|
2020
Q3 | $645K | Sell |
18,790
-1,579
| -8% | -$54.2K | 0.24% | 74 |
|
|
2020
Q2 | $910K | Buy |
20,369
+204
| +1% | +$9.11K | 0.38% | 59 |
|
|
2020
Q1 | $765K | Sell |
20,165
-1,070
| -5% | -$40.6K | 0.39% | 56 |
|
|
2019
Q4 | $1.48M | Buy |
+21,235
| New | +$1.48M | 0.56% | 47 |
|