JMFC
J.M. Forbes & Co’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Sell |
44,825
-30
| -0.1% | -$3.23K | 0.44% | 57 |
|
|
2025
Q1 | $5.33M | Buy |
44,855
+866
| +2% | +$103K | 0.52% | 57 |
|
|
2024
Q4 | $4.73M | Sell |
43,989
-233
| -0.5% | -$25.1K | 0.46% | 59 |
|
|
2024
Q3 | $5.18M | Sell |
44,222
-95
| -0.2% | -$11.1K | 0.51% | 56 |
|
|
2024
Q2 | $5.1M | Buy |
44,317
+553
| +1% | +$63.7K | 0.52% | 54 |
|
|
2024
Q1 | $5.09M | Sell |
43,764
-384
| -0.9% | -$44.6K | 0.55% | 54 |
|
|
2023
Q4 | $4.41M | Sell |
44,148
-19
| -0% | -$1.9K | 0.51% | 53 |
|
|
2023
Q3 | $5.19M | Buy |
44,167
+2,304
| +6% | +$271K | 0.68% | 50 |
|
|
2023
Q2 | $4.49M | Buy |
41,863
+708
| +2% | +$75.9K | 0.56% | 52 |
|
|
2023
Q1 | $4.51M | Buy |
41,155
+122
| +0.3% | +$13.4K | 0.62% | 46 |
|
|
2022
Q4 | $4.53M | Buy |
41,033
+780
| +2% | +$86K | 0.65% | 44 |
|
|
2022
Q3 | $3.51M | Buy |
40,253
+1,335
| +3% | +$117K | 0.55% | 49 |
|
|
2022
Q2 | $3.33M | Sell |
38,918
-46
| -0.1% | -$3.94K | 0.49% | 49 |
|
|
2022
Q1 | $3.22M | Buy |
38,964
+463
| +1% | +$38.2K | 0.41% | 49 |
|
|
2021
Q4 | $2.36M | Buy |
38,501
+859
| +2% | +$52.6K | 0.27% | 51 |
|
|
2021
Q3 | $2.21M | Sell |
37,642
-2,168
| -5% | -$128K | 0.28% | 48 |
|
|
2021
Q2 | $2.51M | Sell |
39,810
-265
| -0.7% | -$16.7K | 0.32% | 48 |
|
|
2021
Q1 | $2.24M | Sell |
40,075
-1,621
| -4% | -$90.5K | 0.31% | 44 |
|
|
2020
Q4 | $1.72M | Sell |
41,696
-57,180
| -58% | -$2.36M | 0.25% | 43 |
|
|
2020
Q3 | $3.39M | Sell |
98,876
-1,094
| -1% | -$37.6K | 0.54% | 40 |
|
|
2020
Q2 | $4.47M | Sell |
99,970
-687
| -0.7% | -$30.7K | 0.8% | 39 |
|
|
2020
Q1 | $3.82M | Sell |
100,657
-30,175
| -23% | -$1.15M | 0.85% | 37 |
|
|
2019
Q4 | $9.13M | Buy |
130,832
+8,972
| +7% | +$626K | 1.49% | 34 |
|
|
2019
Q3 | $8.61M | Sell |
121,860
-168
| -0.1% | -$11.9K | 1.66% | 31 |
|
|
2019
Q2 | $9.35M | Buy |
122,028
+4,324
| +4% | +$331K | 1.81% | 31 |
|
|
2019
Q1 | $9.51M | Buy |
117,704
+766
| +0.7% | +$61.9K | 2.04% | 22 |
|
|
2018
Q4 | $7.97M | Sell |
116,938
-742
| -0.6% | -$50.6K | 1.88% | 26 |
|
|
2018
Q3 | $10M | Sell |
117,680
-1,496
| -1% | -$127K | 2.13% | 20 |
|
|
2018
Q2 | $9.86M | Sell |
119,176
-260
| -0.2% | -$21.5K | 2.21% | 16 |
|
|
2018
Q1 | $8.91M | Sell |
119,436
-260
| -0.2% | -$19.4K | 2.08% | 21 |
|
|
2017
Q4 | $10M | Sell |
119,696
-240
| -0.2% | -$20.1K | 2.31% | 13 |
|
|
2017
Q3 | $9.83M | Sell |
119,936
-1,250
| -1% | -$102K | 2.45% | 15 |
|
|
2017
Q2 | $9.78M | Sell |
121,186
-1,662
| -1% | -$134K | 2.49% | 14 |
|
|
2017
Q1 | $10.1M | Sell |
122,848
-35,008
| -22% | -$2.87M | 2.63% | 14 |
|
|
2016
Q4 | $14.2M | Sell |
157,856
-712
| -0.4% | -$64.2K | 3.92% | 2 |
|
|
2016
Q3 | $13.8M | Sell |
158,568
-569
| -0.4% | -$49.7K | 3.78% | 2 |
|
|
2016
Q2 | $14.9M | Sell |
159,137
-78
| -0% | -$7.31K | 4.13% | 2 |
|
|
2016
Q1 | $13.3M | Sell |
159,215
-388
| -0.2% | -$32.4K | 3.8% | 2 |
|
|
2015
Q4 | $12.4M | Sell |
159,603
-1,583
| -1% | -$123K | 3.33% | 5 |
|
|
2015
Q3 | $12M | Sell |
161,186
-73
| -0% | -$5.43K | 3.41% | 3 |
|
|
2015
Q2 | $13.4M | Sell |
161,259
-3,269
| -2% | -$272K | 3.61% | 2 |
|
|
2015
Q1 | $14M | Sell |
164,528
-1,810
| -1% | -$154K | 3.71% | 2 |
|
|
2014
Q4 | $15.1M | Sell |
166,338
-28,833
| -15% | -$2.62M | 3.97% | 2 |
|
|
2014
Q3 | $18.4M | Sell |
195,171
-1,628
| -0.8% | -$153K | 4.64% | 2 |
|
|
2014
Q2 | $19.8M | Sell |
196,799
-544
| -0.3% | -$54.8K | 4.93% | 1 |
|
|
2014
Q1 | $19.3M | Sell |
197,343
-3,010
| -2% | -$294K | 5.01% | 1 |
|
|
2013
Q4 | $20.3M | Buy |
200,353
+7,209
| +4% | +$730K | 5.13% | 2 |
|
|
2013
Q3 | $16.6M | Buy |
193,144
+1,612
| +0.8% | +$139K | 4.7% | 2 |
|
|
2013
Q2 | $17.3M | Buy |
+191,532
| New | +$17.3M | 5.16% | 2 |
|