Laidlaw Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,440
| Closed | -$262K | – | 179 |
|
|
2024
Q4 | $262K | Buy |
2,440
+136
| +6% | +$14.6K | 0.11% | 150 |
|
|
2024
Q3 | $270K | Sell |
2,304
-544
| -19% | -$63.8K | 0.13% | 138 |
|
|
2024
Q2 | $328K | Sell |
2,848
-32
| -1% | -$3.68K | 0.18% | 125 |
|
|
2024
Q1 | $335K | Sell |
2,880
-9,425
| -77% | -$1.1M | 0.19% | 125 |
|
|
2023
Q4 | $1.23M | Sell |
12,305
-249
| -2% | -$24.9K | 0.45% | 70 |
|
|
2023
Q3 | $1.48M | Sell |
12,554
-8,149
| -39% | -$958K | 0.49% | 57 |
|
|
2023
Q2 | $2.22M | Sell |
20,703
-578
| -3% | -$62K | 0.43% | 57 |
|
|
2023
Q1 | $2.33M | Sell |
21,281
-52
| -0.2% | -$5.7K | 0.48% | 56 |
|
|
2022
Q4 | $2.35M | Sell |
21,333
-1,001
| -4% | -$110K | 0.5% | 51 |
|
|
2022
Q3 | $1.95M | Sell |
22,334
-639
| -3% | -$55.8K | 0.46% | 60 |
|
|
2022
Q2 | $1.97M | Sell |
22,973
-856
| -4% | -$73.3K | 0.4% | 72 |
|
|
2022
Q1 | $1.97M | Sell |
23,829
-5,931
| -20% | -$490K | 0.33% | 80 |
|
|
2021
Q4 | $1.82M | Sell |
29,760
-1,388
| -4% | -$84.9K | 0.29% | 92 |
|
|
2021
Q3 | $1.83M | Buy |
31,148
+6,051
| +24% | +$356K | 0.47% | 63 |
|
|
2021
Q2 | $1.58M | Buy |
25,097
+1,006
| +4% | +$63.5K | 0.41% | 71 |
|
|
2021
Q1 | $1.35M | Buy |
24,091
+2,683
| +13% | +$150K | 0.46% | 60 |
|
|
2020
Q4 | $882K | Buy |
21,408
+7,228
| +51% | +$298K | 0.19% | 134 |
|
|
2020
Q3 | $487K | Sell |
14,180
-797
| -5% | -$27.4K | 0.22% | 110 |
|
|
2020
Q2 | $670K | Sell |
14,977
-371
| -2% | -$16.6K | 0.35% | 81 |
|
|
2020
Q1 | $583K | Buy |
15,348
+1,812
| +13% | +$68.8K | 0.38% | 78 |
|
|
2019
Q4 | $945K | Buy |
+13,536
| New | +$945K | 0.6% | 63 |
|