LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41M | Sell |
380,781
-4,155
| -1% | -$448K | 0.36% | 48 |
|
|
2025
Q1 | $41.3M | Sell |
384,936
-1,757
| -0.5% | -$189K | 0.4% | 47 |
|
|
2024
Q4 | $42.6M | Sell |
386,693
-5,087
| -1% | -$560K | 0.37% | 48 |
|
|
2024
Q3 | $46.9M | Sell |
391,780
-5,389
| -1% | -$644K | 0.42% | 47 |
|
|
2024
Q2 | $46.1M | Buy |
397,169
+714
| +0.2% | +$82.9K | 0.42% | 49 |
|
|
2024
Q1 | $47.8M | Sell |
396,455
-7,234
| -2% | -$872K | 0.48% | 46 |
|
|
2023
Q4 | $41.5M | Sell |
403,689
-5,724
| -1% | -$588K | 0.41% | 49 |
|
|
2023
Q3 | $44.7M | Sell |
409,413
-5,551
| -1% | -$606K | 0.5% | 44 |
|
|
2023
Q2 | $44.5M | Sell |
414,964
-363
| -0.1% | -$38.9K | 0.48% | 48 |
|
|
2023
Q1 | $45.5M | Sell |
415,327
-5,214
| -1% | -$572K | 0.52% | 44 |
|
|
2022
Q4 | $46.4M | Sell |
420,541
-4,915
| -1% | -$542K | 0.57% | 43 |
|
|
2022
Q3 | $37.1M | Sell |
425,456
-1,838
| -0.4% | -$160K | 0.48% | 48 |
|
|
2022
Q2 | $36.6M | Sell |
427,294
-6,628
| -2% | -$568K | 0.45% | 48 |
|
|
2022
Q1 | $35.8M | Sell |
433,922
-6,380
| -1% | -$527K | 0.37% | 52 |
|
|
2021
Q4 | $26.9M | Sell |
440,302
-7,781
| -2% | -$476K | 0.25% | 55 |
|
|
2021
Q3 | $26.4M | Sell |
448,083
-11,644
| -3% | -$685K | 0.26% | 56 |
|
|
2021
Q2 | $29M | Sell |
459,727
-7,358
| -2% | -$464K | 0.29% | 55 |
|
|
2021
Q1 | $26.1M | Sell |
467,085
-28,613
| -6% | -$1.6M | 0.29% | 54 |
|
|
2020
Q4 | $20.4M | Sell |
495,698
-58,690
| -11% | -$2.42M | 0.23% | 59 |
|
|
2020
Q3 | $19M | Sell |
554,388
-57,635
| -9% | -$1.98M | 0.24% | 58 |
|
|
2020
Q2 | $27.4M | Sell |
612,023
-15,927
| -3% | -$712K | 0.38% | 50 |
|
|
2020
Q1 | $23.8M | Sell |
627,950
-85,095
| -12% | -$3.23M | 0.4% | 45 |
|
|
2019
Q4 | $49.8M | Sell |
713,045
-17,441
| -2% | -$1.22M | 0.67% | 36 |
|
|
2019
Q3 | $51.6M | Sell |
730,486
-14,340
| -2% | -$1.01M | 0.75% | 37 |
|
|
2019
Q2 | $57.1M | Sell |
744,826
-25,083
| -3% | -$1.92M | 0.83% | 36 |
|
|
2019
Q1 | $62.2M | Sell |
769,909
-40,854
| -5% | -$3.3M | 0.95% | 33 |
|
|
2018
Q4 | $55.3M | Sell |
810,763
-25,103
| -3% | -$1.71M | 1% | 32 |
|
|
2018
Q3 | $71.1M | Sell |
835,866
-42,828
| -5% | -$3.64M | 1.13% | 30 |
|
|
2018
Q2 | $72.7M | Sell |
878,694
-60,279
| -6% | -$4.99M | 1.26% | 27 |
|
|
2018
Q1 | $70.1M | Sell |
938,973
-20,870
| -2% | -$1.56M | 1.27% | 26 |
|
|
2017
Q4 | $80.3M | Sell |
959,843
-9,891
| -1% | -$827K | 1.47% | 24 |
|
|
2017
Q3 | $79.5M | Sell |
969,734
-3,009
| -0.3% | -$247K | 1.54% | 23 |
|
|
2017
Q2 | $77.9M | Sell |
972,743
-27,218
| -3% | -$2.18M | 1.55% | 24 |
|
|
2017
Q1 | $82M | Sell |
999,961
-25,136
| -2% | -$2.06M | 1.71% | 21 |
|
|
2016
Q4 | $92.5M | Sell |
1,025,097
-10,288
| -1% | -$929K | 2.06% | 16 |
|
|
2016
Q3 | $90.4M | Sell |
1,035,385
-3,502
| -0.3% | -$306K | 2.07% | 13 |
|
|
2016
Q2 | $97.4M | Sell |
1,038,887
-3,987
| -0.4% | -$374K | 2.24% | 12 |
|
|
2016
Q1 | $87.2M | Sell |
1,042,874
-4,828
| -0.5% | -$404K | 2.06% | 15 |
|
|
2015
Q4 | $81.7M | Buy |
1,047,702
+5,531
| +0.5% | +$431K | 2.02% | 17 |
|
|
2015
Q3 | $86.7M | Hold |
1,042,171
| – | – | 2.21% | 14 |
|
|
2015
Q2 | $86.7M | Sell |
1,042,171
-5,596
| -0.5% | -$466K | 2.21% | 14 |
|
|
2015
Q1 | $89.1M | Sell |
1,047,767
-9,480
| -0.9% | -$806K | 2.25% | 14 |
|
|
2014
Q4 | $97.7M | Buy |
1,057,247
+71,229
| +7% | +$6.59M | 2.5% | 11 |
|
|
2014
Q3 | $92.7M | Buy |
986,018
+11,346
| +1% | +$1.07M | 2.51% | 11 |
|
|
2014
Q2 | $98.1M | Sell |
974,672
-20,052
| -2% | -$2.02M | 2.66% | 12 |
|
|
2014
Q1 | $97.2M | Sell |
994,724
-3,611
| -0.4% | -$353K | 2.66% | 10 |
|
|
2013
Q4 | $101M | Buy |
998,335
+14,171
| +1% | +$1.43M | 2.79% | 9 |
|
|
2013
Q3 | $84.7M | Sell |
984,164
-27,730
| -3% | -$2.39M | 2.58% | 10 |
|
|
2013
Q2 | $91.4M | Buy |
+1,011,894
| New | +$91.4M | 2.86% | 8 |
|