JIC
Joel Isaacson & Co’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Buy |
70,535
+3,780
| +6% | +$407K | 0.31% | 41 |
|
|
2025
Q1 | $7.94M | Sell |
66,755
-1,477
| -2% | -$176K | 0.36% | 35 |
|
|
2024
Q4 | $7.34M | Sell |
68,232
-1,593
| -2% | -$171K | 0.33% | 39 |
|
|
2024
Q3 | $8.18M | Buy |
69,825
+2,364
| +4% | +$277K | 0.39% | 33 |
|
|
2024
Q2 | $7.77M | Buy |
67,461
+17,668
| +35% | +$2.03M | 0.41% | 31 |
|
|
2024
Q1 | $5.79M | Buy |
49,793
+7,205
| +17% | +$838K | 0.32% | 38 |
|
|
2023
Q4 | $4.26M | Buy |
42,588
+1,344
| +3% | +$134K | 0.26% | 41 |
|
|
2023
Q3 | $4.85M | Buy |
41,244
+1,567
| +4% | +$184K | 0.33% | 37 |
|
|
2023
Q2 | $4.26M | Buy |
39,677
+957
| +2% | +$103K | 0.28% | 41 |
|
|
2023
Q1 | $4.25M | Sell |
38,720
-1,113
| -3% | -$122K | 0.31% | 37 |
|
|
2022
Q4 | $4.39M | Sell |
39,833
-1,917
| -5% | -$211K | 0.34% | 35 |
|
|
2022
Q3 | $3.65M | Buy |
41,750
+1,150
| +3% | +$100K | 0.31% | 36 |
|
|
2022
Q2 | $3.48M | Buy |
40,600
+1,124
| +3% | +$96.3K | 0.29% | 37 |
|
|
2022
Q1 | $3.5M | Buy |
39,476
+981
| +3% | +$86.9K | 0.26% | 42 |
|
|
2021
Q4 | $2.36M | Buy |
38,495
+720
| +2% | +$44.1K | 0.16% | 61 |
|
|
2021
Q3 | $2.22M | Buy |
37,775
+5,053
| +15% | +$297K | 0.17% | 58 |
|
|
2021
Q2 | $2.06M | Sell |
32,722
-153
| -0.5% | -$9.65K | 0.16% | 59 |
|
|
2021
Q1 | $1.84M | Sell |
32,875
-245
| -0.7% | -$13.7K | 0.16% | 58 |
|
|
2020
Q4 | $1.37M | Sell |
33,120
-2,970
| -8% | -$122K | 0.13% | 73 |
|
|
2020
Q3 | $1.24M | Sell |
36,090
-2,881
| -7% | -$98.9K | 0.16% | 72 |
|
|
2020
Q2 | $1.74M | Sell |
38,971
-746
| -2% | -$33.4K | 0.25% | 45 |
|
|
2020
Q1 | $1.51M | Sell |
39,717
-1,006
| -2% | -$38.2K | 0.26% | 43 |
|
|
2019
Q4 | $2.84M | Buy |
40,723
+977
| +2% | +$68.2K | 0.37% | 30 |
|
|
2019
Q3 | $2.81M | Sell |
39,746
-298
| -0.7% | -$21K | 0.4% | 30 |
|
|
2019
Q2 | $3.07M | Sell |
40,044
-9,543
| -19% | -$731K | 0.45% | 29 |
|
|
2019
Q1 | $4.01M | Sell |
49,587
-1,790
| -3% | -$145K | 0.58% | 24 |
|
|
2018
Q4 | $3.69M | Buy |
51,377
+6,557
| +15% | +$470K | 0.58% | 24 |
|
|
2018
Q3 | $3.81M | Buy |
44,820
+386
| +0.9% | +$32.8K | 0.6% | 23 |
|
|
2018
Q2 | $3.68M | Buy |
44,434
+1,838
| +4% | +$152K | 0.62% | 21 |
|
|
2018
Q1 | $3.18M | Sell |
42,596
-159
| -0.4% | -$11.9K | 0.55% | 25 |
|
|
2017
Q4 | $3.58M | Sell |
42,755
-434
| -1% | -$36.3K | 0.62% | 19 |
|
|
2017
Q3 | $3.54M | Sell |
43,189
-83
| -0.2% | -$6.81K | 0.65% | 18 |
|
|
2017
Q2 | $3.49M | Sell |
43,272
-809
| -2% | -$65.3K | 0.66% | 18 |
|
|
2017
Q1 | $3.62M | Sell |
44,081
-392
| -0.9% | -$32.1K | 0.71% | 16 |
|
|
2016
Q4 | $4.01M | Sell |
44,473
-673
| -1% | -$60.7K | 0.81% | 17 |
|
|
2016
Q3 | $3.94M | Sell |
45,146
-370
| -0.8% | -$32.3K | 0.81% | 18 |
|
|
2016
Q2 | $4.27M | Buy |
45,516
+832
| +2% | +$78K | 0.91% | 18 |
|
|
2016
Q1 | $3.74M | Buy |
44,684
+1,887
| +4% | +$158K | 0.82% | 17 |
|
|
2015
Q4 | $3.34M | Sell |
42,797
-1,889
| -4% | -$147K | 0.82% | 14 |
|
|
2015
Q3 | $3.32M | Buy |
44,686
+3,860
| +9% | +$287K | 0.89% | 15 |
|
|
2015
Q2 | $3.4M | Sell |
40,826
-1,553
| -4% | -$129K | 0.87% | 13 |
|
|
2015
Q1 | $3.6M | Buy |
42,379
+1,214
| +3% | +$103K | 0.91% | 13 |
|
|
2014
Q4 | $3.81M | Sell |
41,165
-1,509
| -4% | -$140K | 1.02% | 13 |
|
|
2014
Q3 | $4.01M | Sell |
42,674
-515
| -1% | -$48.4K | 1.23% | 11 |
|
|
2014
Q2 | $4.35M | Sell |
43,189
-999
| -2% | -$101K | 1.36% | 10 |
|
|
2014
Q1 | $4.32M | Sell |
44,188
-195
| -0.4% | -$19K | 1.45% | 10 |
|
|
2013
Q4 | $4.49M | Buy |
44,383
+3,411
| +8% | +$345K | 1.63% | 8 |
|
|
2013
Q3 | $3.53M | Buy |
40,972
+1,672
| +4% | +$144K | 1.44% | 8 |
|
|
2013
Q2 | $3.55M | Buy |
+39,300
| New | +$3.55M | 1.67% | 7 |
|