Ironwood Financial’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	$200K	Hold	1,685	–	–	0.04%	156
2025 Q1	$200K	Buy	+1,685	New	+$200K	0.04%	156
2021 Q4	–	Sell	-311	Closed	-$18K	–	563
2021 Q3	$18K	Hold	311	–	–	0.01%	296
2021 Q2	$20K	Buy	311 +69	+29%	+$4.44K	0.01%	280
2021 Q1	$14K	Hold	242	–	–	﹤0.01%	309
2020 Q4	$10K	Hold	242	–	–	﹤0.01%	324
2020 Q3	$8K	Hold	242	–	–	﹤0.01%	283
2020 Q2	$11K	Buy	242 +218	+908%	+$9.91K	0.01%	240
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	339
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	356
2019 Q3	$2K	Hold	24	–	–	﹤0.01%	359
2019 Q2	$2K	Hold	24	–	–	﹤0.01%	358
2019 Q1	$2K	Hold	24	–	–	﹤0.01%	351
2018 Q4	$2K	Hold	24	–	–	﹤0.01%	345
2018 Q3	$2K	Hold	24	–	–	﹤0.01%	341
2018 Q2	$2K	Hold	24	–	–	﹤0.01%	263
2018 Q1	$2K	Hold	24	–	–	﹤0.01%	236
2017 Q4	$2K	Sell	24 -318	-93%	-$26.5K	﹤0.01%	241
2017 Q3	$28K	Hold	342	–	–	0.02%	120
2017 Q2	$28K	Hold	342	–	–	0.02%	113
2017 Q1	$28K	Hold	342	–	–	0.02%	114
2016 Q4	$31K	Hold	342	–	–	0.02%	106
2016 Q3	$30K	Hold	342	–	–	0.02%	113
2016 Q2	$32K	Hold	342	–	–	0.02%	110
2016 Q1	$29K	Buy	+342	New	+$29K	0.02%	114
2015 Q3	$26K	Hold	357	–	–	0.01%	150
2015 Q2	$29K	Hold	357	–	–	0.01%	144
2015 Q1	$30K	Sell	357 -6	-2%	-$504	0.01%	141
2014 Q4	$34K	Buy	+363	New	+$34K	0.02%	116