LAM
Lountzis Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Hold |
6,917
| – | – | 0.26% | 28 |
|
|
2025
Q1 | $751K | Sell |
6,917
-93
| -1% | -$10.1K | 0.28% | 28 |
|
|
2024
Q4 | $754K | Hold |
7,010
| – | – | 0.32% | 24 |
|
|
2024
Q3 | $822K | Hold |
7,010
| – | – | 0.34% | 25 |
|
|
2024
Q2 | $807K | Buy |
7,010
+27
| +0.4% | +$3.11K | 0.38% | 21 |
|
|
2024
Q1 | $812K | Buy |
6,983
+450
| +7% | +$52.3K | 0.38% | 21 |
|
|
2023
Q4 | $653K | Sell |
6,533
-900
| -12% | -$90K | 0.36% | 23 |
|
|
2023
Q3 | $874K | Hold |
7,433
| – | – | 0.49% | 18 |
|
|
2023
Q2 | $832K | Sell |
7,433
-200
| -3% | -$22.4K | 0.46% | 20 |
|
|
2023
Q1 | $837K | Hold |
7,633
| – | – | 0.5% | 20 |
|
|
2022
Q4 | $852K | Hold |
7,633
| – | – | 0.51% | 21 |
|
|
2022
Q3 | $666K | Buy |
7,633
+8
| +0.1% | +$698 | 0.45% | 22 |
|
|
2022
Q2 | $653K | Sell |
7,625
-75
| -1% | -$6.42K | 0.44% | 21 |
|
|
2022
Q1 | $636K | Hold |
7,700
| – | – | 0.35% | 22 |
|
|
2021
Q4 | $471K | Hold |
7,700
| – | – | 0.27% | 22 |
|
|
2021
Q3 | $453K | Hold |
7,700
| – | – | 0.28% | 22 |
|
|
2021
Q2 | $485K | Hold |
7,700
| – | – | 0.3% | 21 |
|
|
2021
Q1 | $430K | Hold |
7,700
| – | – | 0.29% | 22 |
|
|
2020
Q4 | $317K | Hold |
7,700
| – | – | 0.23% | 25 |
|
|
2020
Q3 | $264K | Hold |
7,700
| – | – | 0.23% | 24 |
|
|
2020
Q2 | $344K | Buy |
+7,700
| New | +$344K | 0.33% | 21 |
|