Lipe & Dalton’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $189K | Hold |
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|
2023
Q4 | $163K | Hold |
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|
2023
Q3 | $192K | Hold |
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|
2023
Q2 | $175K | Hold |
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|
2023
Q1 | $179K | Hold |
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|
2022
Q4 | $180K | Sell |
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|
2022
Q3 | $155K | Hold |
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|
2022
Q2 | $152K | Hold |
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|
2022
Q1 | $147K | Sell |
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|
2021
Q4 | $117K | Sell |
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|
2021
Q3 | $124K | Hold |
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|
2021
Q2 | $133K | Sell |
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|
2021
Q1 | $161K | Sell |
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|
2020
Q4 | $123K | Sell |
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|
2020
Q3 | $141K | Hold |
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|
2020
Q2 | $184K | Hold |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $290K | Sell |
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|
2019
Q2 | $423K | Hold |
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|
2019
Q1 | $446K | Sell |
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|
2018
Q4 | $1.18M | Hold |
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|
2018
Q3 | $1.48M | Hold |
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|
2018
Q2 | $1.44M | Buy |
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|
2018
Q1 | $1.29M | Hold |
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|
2017
Q4 | $1.44M | Hold |
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|
2017
Q3 | $1.41M | Hold |
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|
2017
Q2 | $1.39M | Hold |
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|
2017
Q1 | $1.41M | Hold |
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|
2016
Q4 | $1.56M | Sell |
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|
2016
Q3 | $1.55M | Sell |
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|
2016
Q2 | $1.69M | Hold |
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|
2016
Q1 | $1.51M | Hold |
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|
2015
Q4 | $1.4M | Buy |
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|
2015
Q3 | $1.32M | Sell |
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|
2015
Q2 | $1.49M | Hold |
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|
2015
Q1 | $1.52M | Hold |
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|
2014
Q4 | $1.66M | Sell |
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|
2014
Q3 | $1.72M | Sell |
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|
2014
Q2 | $1.86M | Hold |
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|
2014
Q1 | $1.89M | Buy |
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|
2013
Q4 | $1.83M | Sell |
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|
2013
Q3 | $1.73M | Buy |
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|
2013
Q2 | $1.68M | Buy |
|