Marquette Asset Management’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 | $10.8K | Hold |
100
| – | – | ﹤0.01% | 113 |
|
|
2025
Q1 | $11.9K | Buy |
+100
| New | +$11.9K | ﹤0.01% | 121 |
|
|
2024
Q2 | – | Sell |
-428
| Closed | -$49.8K | – | 207 |
|
|
2024
Q1 | $49.8K | Hold |
428
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $42.8K | Sell |
428
-180
| -30% | -$18K | 0.01% | 143 |
|
|
2023
Q3 | $71.5K | Sell |
608
-744
| -55% | -$87.5K | 0.02% | 128 |
|
|
2023
Q2 | $145K | Buy |
1,352
+124
| +10% | +$13.3K | 0.04% | 94 |
|
|
2023
Q1 | $135K | Hold |
1,228
| – | – | 0.04% | 99 |
|
|
2022
Q4 | $135K | Buy |
1,228
+800
| +187% | +$88.2K | 0.04% | 93 |
|
|
2022
Q3 | $37K | Hold |
428
| – | – | 0.01% | 152 |
|
|
2022
Q2 | $37K | Hold |
428
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $35K | Hold |
428
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $26K | Sell |
428
-101
| -19% | -$6.14K | 0.01% | 219 |
|
|
2021
Q3 | $31K | Buy |
529
+101
| +24% | +$5.92K | 0.01% | 203 |
|
|
2021
Q2 | $27K | Sell |
428
-303
| -41% | -$19.1K | 0.01% | 197 |
|
|
2021
Q1 | $41K | Buy |
731
+303
| +71% | +$17K | 0.01% | 170 |
|
|
2020
Q4 | $18K | Hold |
428
| – | – | ﹤0.01% | 203 |
|
|
2020
Q3 | $15K | Hold |
428
| – | – | ﹤0.01% | 193 |
|
|
2020
Q2 | $19K | Hold |
428
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $16K | Hold |
428
| – | – | 0.01% | 199 |
|
|
2019
Q4 | $30K | Sell |
428
-150
| -26% | -$10.5K | 0.01% | 162 |
|
|
2019
Q3 | $41K | Buy |
578
+150
| +35% | +$10.6K | 0.01% | 161 |
|
|
2019
Q2 | $33K | Hold |
428
| – | – | 0.01% | 171 |
|
|
2019
Q1 | $35K | Buy |
+428
| New | +$35K | 0.01% | 171 |
|
|
2015
Q1 | – | Sell |
-2,252
| Closed | -$208K | – | 93 |
|
|
2014
Q4 | $208K | Hold |
2,252
| – | – | 0.08% | 85 |
|
|
2014
Q3 | $212K | Hold |
2,252
| – | – | 0.09% | 81 |
|
|
2014
Q2 | $227K | Hold |
2,252
| – | – | 0.09% | 77 |
|
|
2014
Q1 | $220K | Sell |
2,252
-100
| -4% | -$9.77K | 0.09% | 82 |
|
|
2013
Q4 | $238K | Buy |
+2,352
| New | +$238K | 0.1% | 72 |
|
|
2013
Q3 | – | Sell |
-2,252
| Closed | -$203K | – | 90 |
|
|
2013
Q2 | $203K | Buy |
+2,252
| New | +$203K | 0.1% | 80 |
|