Kohmann Bosshard Financial Services’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 | $756K | Sell |
7,009
-249
| -3% | -$26.8K | 0.08% | 95 |
|
2025
Q1 | $863K | Buy |
7,258
+180
| +3% | +$21.4K | 0.1% | 88 |
|
2024
Q4 | $761K | Sell |
7,078
-268
| -4% | -$28.8K | 0.09% | 91 |
|
2024
Q3 | $861K | Sell |
7,346
-125
| -2% | -$14.7K | 0.11% | 81 |
|
2024
Q2 | $860K | Sell |
7,471
-337
| -4% | -$38.8K | 0.12% | 81 |
|
2024
Q1 | $908K | Buy |
7,808
+490
| +7% | +$57K | 0.13% | 80 |
|
2023
Q4 | $732K | Buy |
7,318
+251
| +4% | +$25.1K | 0.11% | 86 |
|
2023
Q3 | $831K | Hold |
7,067
| – | – | 0.14% | 75 |
|
2023
Q2 | $758K | Buy |
7,067
+3,099
| +78% | +$332K | 0.13% | 80 |
|
2023
Q1 | $435K | Buy |
3,968
+111
| +3% | +$12.2K | 0.08% | 97 |
|
2022
Q4 | $425K | Hold |
3,857
| – | – | 0.08% | 96 |
|
2022
Q3 | $337K | Hold |
3,857
| – | – | 0.07% | 97 |
|
2022
Q2 | $330K | Buy |
3,857
+500
| +15% | +$42.8K | 0.07% | 95 |
|
2022
Q1 | $277K | Buy |
+3,357
| New | +$277K | 0.05% | 105 |
|
2020
Q3 | – | Sell |
-2,648
| Closed | -$119K | – | 127 |
|
2020
Q2 | $119K | Buy |
+2,648
| New | +$119K | 0.04% | 116 |
|
2020
Q1 | – | Sell |
-2,393
| Closed | -$167K | – | 126 |
|
2019
Q4 | $167K | Hold |
2,393
| – | – | 0.06% | 86 |
|
2019
Q3 | $169K | Buy |
+2,393
| New | +$169K | 0.07% | 85 |
|