LB
Legacy Bridge’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
13,713
+358
| +3% | +$38.6K | 0.7% | 53 |
|
|
2025
Q1 | $1.59M | Buy |
13,355
+350
| +3% | +$41.6K | 0.89% | 36 |
|
|
2024
Q4 | $1.4M | Hold |
13,005
| – | – | 0.73% | 48 |
|
|
2024
Q3 | $1.52M | Buy |
13,005
+25
| +0.2% | +$2.93K | 0.82% | 46 |
|
|
2024
Q2 | $1.49M | Buy |
12,980
+9,069
| +232% | +$1.04M | 0.88% | 39 |
|
|
2024
Q1 | $455K | Sell |
3,911
-630
| -14% | -$73.2K | 0.27% | 100 |
|
|
2023
Q4 | $454K | Sell |
4,541
-150
| -3% | -$15K | 0.29% | 101 |
|
|
2023
Q3 | $552K | Hold |
4,691
| – | – | 0.39% | 93 |
|
|
2023
Q2 | $503K | Hold |
4,691
| – | – | 0.34% | 101 |
|
|
2023
Q1 | $514K | Buy |
4,691
+150
| +3% | +$16.4K | 0.36% | 100 |
|
|
2022
Q4 | $501K | Buy |
4,541
+1,105
| +32% | +$122K | 0.36% | 101 |
|
|
2022
Q3 | $300K | Hold |
3,436
| – | – | 0.24% | 115 |
|
|
2022
Q2 | $294K | Hold |
3,436
| – | – | 0.22% | 121 |
|
|
2022
Q1 | $284K | Hold |
3,436
| – | – | 0.17% | 138 |
|
|
2021
Q4 | $210K | Hold |
3,436
| – | – | 0.11% | 147 |
|
|
2021
Q3 | $202K | Sell |
3,436
-200
| -6% | -$11.8K | 0.12% | 146 |
|
|
2021
Q2 | $229K | Buy |
3,636
+850
| +31% | +$53.5K | 0.13% | 147 |
|
|
2021
Q1 | $156K | Buy |
2,786
+745
| +37% | +$41.7K | 0.1% | 147 |
|
|
2020
Q4 | $84K | Hold |
2,041
| – | – | 0.06% | 171 |
|
|
2020
Q3 | $70K | Sell |
2,041
-54
| -3% | -$1.85K | 0.06% | 166 |
|
|
2020
Q2 | $94K | Buy |
2,095
+55
| +3% | +$2.47K | 0.1% | 147 |
|
|
2020
Q1 | $77K | Sell |
2,040
-6,457
| -76% | -$244K | 0.1% | 149 |
|
|
2019
Q4 | $593K | Buy |
8,497
+896
| +12% | +$62.5K | 0.49% | 74 |
|
|
2019
Q3 | $537K | Sell |
7,601
-145
| -2% | -$10.2K | 0.51% | 74 |
|
|
2019
Q2 | $594K | Hold |
7,746
| – | – | 0.57% | 67 |
|
|
2019
Q1 | $626K | Hold |
7,746
| – | – | 0.65% | 55 |
|
|
2018
Q4 | $528K | Buy |
+7,746
| New | +$528K | 0.65% | 53 |
|