LA
Legacy Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40,106
| Closed | -$4.77M | – | 423 |
|
|
2025
Q1 | $4.77M | Buy |
40,106
+7,304
| +22% | +$869K | 0.49% | 35 |
|
|
2024
Q4 | $3.53M | Sell |
32,802
-2,883
| -8% | -$310K | 0.34% | 54 |
|
|
2024
Q3 | $4.18M | Buy |
35,685
+5,986
| +20% | +$702K | 0.45% | 41 |
|
|
2024
Q2 | $3.42M | Sell |
29,699
-1,362
| -4% | -$157K | 0.42% | 40 |
|
|
2024
Q1 | $3.61M | Buy |
31,061
+190
| +0.6% | +$22.1K | 0.46% | 40 |
|
|
2023
Q4 | $3.09M | Buy |
30,871
+11,902
| +63% | +$1.19M | 0.4% | 50 |
|
|
2023
Q3 | $2.23M | Buy |
18,969
+6,245
| +49% | +$734K | 0.36% | 72 |
|
|
2023
Q2 | $1.36M | Buy |
12,724
+6,554
| +106% | +$703K | 0.2% | 91 |
|
|
2023
Q1 | $677K | Buy |
6,170
+571
| +10% | +$62.6K | 0.12% | 125 |
|
|
2022
Q4 | $618K | Buy |
5,599
+626
| +13% | +$69K | 0.11% | 128 |
|
|
2022
Q3 | $434K | Sell |
4,973
-343
| -6% | -$29.9K | 0.1% | 138 |
|
|
2022
Q2 | $455K | Sell |
5,316
-897
| -14% | -$76.8K | 0.1% | 127 |
|
|
2022
Q1 | $513K | Buy |
6,213
+865
| +16% | +$71.4K | 0.1% | 121 |
|
|
2021
Q4 | $327K | Sell |
5,348
-827
| -13% | -$50.6K | 0.12% | 90 |
|
|
2021
Q3 | $363K | Buy |
6,175
+602
| +11% | +$35.4K | 0.15% | 86 |
|
|
2021
Q2 | $352K | Sell |
5,573
-5,520
| -50% | -$349K | 0.14% | 86 |
|
|
2021
Q1 | $619K | Buy |
11,093
+600
| +6% | +$33.5K | 0.27% | 55 |
|
|
2020
Q4 | $433K | Sell |
10,493
-2,996
| -22% | -$124K | 0.25% | 66 |
|
|
2020
Q3 | $463K | Sell |
13,489
-273
| -2% | -$9.37K | 0.31% | 56 |
|
|
2020
Q2 | $615K | Buy |
13,762
+593
| +5% | +$26.5K | 0.49% | 48 |
|
|
2020
Q1 | $500K | Sell |
13,169
-27
| -0.2% | -$1.03K | 0.5% | 53 |
|
|
2019
Q4 | $921K | Sell |
13,196
-982
| -7% | -$68.5K | 0.58% | 40 |
|
|
2019
Q3 | $1M | Buy |
14,178
+632
| +5% | +$44.6K | 0.75% | 35 |
|
|
2019
Q2 | $1.04M | Sell |
13,546
-12,846
| -49% | -$984K | 0.7% | 33 |
|
|
2019
Q1 | $2.13M | Buy |
26,392
+8,183
| +45% | +$661K | 0.69% | 36 |
|
|
2018
Q4 | $1.24M | Buy |
18,209
+490
| +3% | +$33.4K | 0.94% | 32 |
|
|
2018
Q3 | $1.51M | Sell |
17,719
-45
| -0.3% | -$3.83K | 0.74% | 43 |
|
|
2018
Q2 | $1.47M | Buy |
17,764
+283
| +2% | +$23.4K | 1.1% | 25 |
|
|
2018
Q1 | $1.36M | Buy |
17,481
+6,519
| +59% | +$508K | 1% | 29 |
|
|
2017
Q4 | $916K | Sell |
10,962
-44
| -0.4% | -$3.68K | 0.89% | 26 |
|
|
2017
Q3 | $902K | Buy |
11,006
+1,365
| +14% | +$112K | 1% | 22 |
|
|
2017
Q2 | $778K | Sell |
9,641
-62
| -0.6% | -$5K | 0.99% | 22 |
|
|
2017
Q1 | $795K | Hold |
9,703
| – | – | 1.07% | 17 |
|
|
2016
Q4 | $875K | Buy |
+9,703
| New | +$875K | 1.2% | 15 |
|