Lederer & Associates Investment Counsel’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 | $1.1M | Sell |
10,192
-49
| -0.5% | -$5.28K | 0.73% | 46 |
|
|
2025
Q1 | $1.22M | Buy |
10,241
+1,194
| +13% | +$142K | 0.89% | 40 |
|
|
2024
Q4 | $973K | Sell |
9,047
-408
| -4% | -$43.9K | 0.68% | 51 |
|
|
2024
Q3 | $1.11M | Sell |
9,455
-144
| -2% | -$16.9K | 0.78% | 47 |
|
|
2024
Q2 | $1.11M | Sell |
9,599
-213
| -2% | -$24.5K | 0.8% | 41 |
|
|
2024
Q1 | $1.14M | Buy |
9,812
+1,565
| +19% | +$182K | 0.79% | 47 |
|
|
2023
Q4 | $825K | Sell |
8,247
-6,322
| -43% | -$632K | 0.61% | 61 |
|
|
2023
Q3 | $1.71M | Sell |
14,569
-31
| -0.2% | -$3.65K | 1.36% | 23 |
|
|
2023
Q2 | $1.57M | Sell |
14,600
-292
| -2% | -$31.3K | 1.18% | 33 |
|
|
2023
Q1 | $1.63M | Buy |
+14,892
| New | +$1.63M | 1.26% | 29 |
|
|
2021
Q2 | – | Sell |
-859
| Closed | -$48K | – | 148 |
|
|
2021
Q1 | $48K | Buy |
+859
| New | +$48K | 0.03% | 104 |
|
|
2019
Q4 | – | Sell |
-10,838
| Closed | -$765K | – | 91 |
|
|
2019
Q3 | $765K | Sell |
10,838
-9,130
| -46% | -$644K | 0.73% | 49 |
|
|
2019
Q2 | $1.53M | Sell |
19,968
-775
| -4% | -$59.4K | 1.41% | 33 |
|
|
2019
Q1 | $1.68M | Buy |
20,743
+6,230
| +43% | +$503K | 1.56% | 27 |
|
|
2018
Q4 | $990K | Sell |
14,513
-8,925
| -38% | -$609K | 1.06% | 45 |
|
|
2018
Q3 | $1.99M | Buy |
23,438
+470
| +2% | +$40K | 1.68% | 19 |
|
|
2018
Q2 | $1.9M | Buy |
22,968
+234
| +1% | +$19.4K | 1.71% | 20 |
|
|
2018
Q1 | $1.7M | Buy |
22,734
+865
| +4% | +$64.5K | 1.53% | 31 |
|
|
2017
Q4 | $1.83M | Buy |
21,869
+1,958
| +10% | +$164K | 1.64% | 28 |
|
|
2017
Q3 | $1.63M | Sell |
19,911
-1,470
| -7% | -$120K | 1.56% | 31 |
|
|
2017
Q2 | $1.73M | Buy |
21,381
+1,040
| +5% | +$84K | 1.66% | 28 |
|
|
2017
Q1 | $1.67M | Sell |
20,341
-145
| -0.7% | -$11.9K | 1.57% | 29 |
|
|
2016
Q4 | $1.85M | Buy |
+20,486
| New | +$1.85M | 1.83% | 21 |
|
|
2015
Q3 | $1.51M | Sell |
20,348
-1,025
| -5% | -$76.2K | 1.68% | 29 |
|
|
2015
Q2 | $1.78M | Buy |
21,373
+240
| +1% | +$20K | 1.82% | 24 |
|
|
2015
Q1 | $1.8M | Buy |
21,133
+425
| +2% | +$36.1K | 1.75% | 27 |
|
|
2014
Q4 | $1.91M | Buy |
+20,708
| New | +$1.91M | 1.9% | 19 |
|