M Holdings Securities’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Buy |
63,461
+31,320
| +97% | +$3.4M | 1.18% | 22 |
|
|
2025
Q1 | $3.82M | Buy |
32,141
+6,189
| +24% | +$736K | 0.64% | 34 |
|
|
2024
Q4 | $2.79M | Buy |
25,952
+641
| +3% | +$69K | 0.45% | 49 |
|
|
2024
Q3 | $2.97M | Sell |
25,311
-43,065
| -63% | -$5.05M | 0.75% | 29 |
|
|
2024
Q2 | $7.87M | Buy |
68,376
+41,415
| +154% | +$4.77M | 1.02% | 20 |
|
|
2024
Q1 | $3.13M | Sell |
26,961
-34,691
| -56% | -$4.03M | 0.53% | 42 |
|
|
2023
Q4 | $6.16M | Sell |
61,652
-2,054
| -3% | -$205K | 0.7% | 29 |
|
|
2023
Q3 | $7.49M | Buy |
63,706
+43,394
| +214% | +$5.1M | 0.99% | 24 |
|
|
2023
Q2 | $2.18M | Sell |
20,312
-56,155
| -73% | -$6.02M | 0.45% | 23 |
|
|
2023
Q1 | $8.39M | Sell |
76,467
-14,431
| -16% | -$1.58M | 0.87% | 19 |
|
|
2022
Q4 | $10M | Sell |
90,898
-141
| -0.2% | -$15.5K | 1.06% | 22 |
|
|
2022
Q3 | $7.95M | Buy |
91,039
+3,473
| +4% | +$303K | 0.88% | 28 |
|
|
2022
Q2 | $7.5M | Sell |
87,566
-1,620
| -2% | -$139K | 0.76% | 30 |
|
|
2022
Q1 | $7.37M | Buy |
+89,186
| New | +$7.37M | 0.56% | 39 |
|
|
2021
Q2 | $6.48M | Buy |
102,771
+7,410
| +8% | +$467K | 0.63% | 36 |
|
|
2021
Q1 | $5.32M | Buy |
95,361
+39,303
| +70% | +$2.19M | 0.48% | 44 |
|
|
2020
Q4 | $2.31M | Sell |
56,058
-5,709
| -9% | -$235K | 0.29% | 75 |
|
|
2020
Q3 | $2.12M | Sell |
61,767
-8,719
| -12% | -$299K | 0.34% | 71 |
|
|
2020
Q2 | $3.15M | Sell |
70,486
-16,607
| -19% | -$743K | 0.56% | 46 |
|
|
2020
Q1 | $3.31M | Buy |
87,093
+34,581
| +66% | +$1.31M | 0.49% | 60 |
|
|
2019
Q4 | $3.66M | Sell |
52,512
-6,268
| -11% | -$437K | 1.07% | 21 |
|
|
2019
Q3 | $4.15M | Buy |
58,780
+1,779
| +3% | +$126K | 1.27% | 17 |
|
|
2019
Q2 | $4.37M | Buy |
57,001
+1,793
| +3% | +$137K | 1.48% | 15 |
|
|
2019
Q1 | $4.46M | Buy |
55,208
+1,782
| +3% | +$144K | 1.03% | 14 |
|
|
2018
Q4 | $3.64M | Buy |
53,426
+2,073
| +4% | +$141K | 1.13% | 17 |
|
|
2018
Q3 | $4.37M | Buy |
51,353
+178
| +0.3% | +$15.1K | 1.14% | 13 |
|
|
2018
Q2 | $4.23M | Buy |
51,175
+945
| +2% | +$78.2K | 1.16% | 10 |
|
|
2018
Q1 | $3.75M | Sell |
50,230
-256
| -0.5% | -$19.1K | 1.14% | 12 |
|
|
2017
Q4 | $4.22M | Buy |
50,486
+1,217
| +2% | +$102K | 1.27% | 10 |
|
|
2017
Q3 | $4.04M | Buy |
49,269
+3,261
| +7% | +$267K | 1.27% | 10 |
|
|
2017
Q2 | $3.71M | Buy |
46,008
+1,606
| +4% | +$130K | 1.27% | 10 |
|
|
2017
Q1 | $3.64M | Sell |
44,402
-51
| -0.1% | -$4.18K | 1.4% | 13 |
|
|
2016
Q4 | $4.01M | Sell |
44,453
-603
| -1% | -$54.4K | 1.39% | 17 |
|
|
2016
Q3 | $3.93M | Buy |
45,056
+5,995
| +15% | +$523K | 1.79% | 8 |
|
|
2016
Q2 | $3.66M | Sell |
39,061
-4,546
| -10% | -$426K | 1.87% | 8 |
|
|
2016
Q1 | $3.65M | Buy |
43,607
+442
| +1% | +$36.9K | 2.23% | 6 |
|
|
2015
Q4 | $3.37M | Buy |
43,165
+87
| +0.2% | +$6.78K | 2.25% | 9 |
|
|
2015
Q3 | $3.2M | Sell |
43,078
-5,213
| -11% | -$388K | 2.28% | 8 |
|
|
2015
Q2 | $4.02M | Buy |
48,291
+1,269
| +3% | +$106K | 2.69% | 6 |
|
|
2015
Q1 | $4M | Sell |
47,022
-1,978
| -4% | -$168K | 2.61% | 6 |
|
|
2014
Q4 | $4.53M | Sell |
49,000
-9,358
| -16% | -$865K | 2.94% | 5 |
|
|
2014
Q3 | $4.8M | Buy |
58,358
+7,739
| +15% | +$637K | 2.68% | 4 |
|
|
2014
Q2 | $5.1M | Buy |
50,619
+27,784
| +122% | +$2.8M | 3.26% | 3 |
|
|
2014
Q1 | $2.23M | Sell |
22,835
-29,744
| -57% | -$2.91M | 2.34% | 5 |
|
|
2013
Q4 | $5.32M | Buy |
+52,579
| New | +$5.32M | 3.79% | 3 |
|