Nicolet Advisory Services’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 | $3.85M | Sell |
35,072
-955
| -3% | -$105K | 0.33% | 46 |
|
|
2025
Q1 | $3.6M | Buy |
36,027
+1,547
| +4% | +$155K | 0.36% | 42 |
|
|
2024
Q4 | $3.67M | Sell |
34,480
-2,329
| -6% | -$248K | 0.34% | 47 |
|
|
2024
Q3 | $4.51M | Sell |
36,809
-1,858
| -5% | -$228K | 0.43% | 39 |
|
|
2024
Q2 | $4.33M | Buy |
38,667
+530
| +1% | +$59.3K | 0.41% | 40 |
|
|
2024
Q1 | $4.62M | Buy |
38,137
+2,574
| +7% | +$312K | 0.47% | 38 |
|
|
2023
Q4 | $3.65M | Sell |
35,563
-888
| -2% | -$91.1K | 0.39% | 41 |
|
|
2023
Q3 | $4.06M | Buy |
36,451
+572
| +2% | +$63.8K | 0.45% | 39 |
|
|
2023
Q2 | $3.69M | Buy |
35,879
+2,005
| +6% | +$206K | 0.41% | 42 |
|
|
2023
Q1 | $3.9M | Buy |
33,874
+4,967
| +17% | +$571K | 0.45% | 38 |
|
|
2022
Q4 | $3.22M | Sell |
28,907
-2,889
| -9% | -$322K | 0.43% | 38 |
|
|
2022
Q3 | $3.14M | Buy |
31,796
+1,363
| +4% | +$135K | 0.51% | 30 |
|
|
2022
Q2 | $2.62M | Sell |
30,433
-76
| -0.2% | -$6.53K | 0.39% | 36 |
|
|
2022
Q1 | $2.65M | Sell |
30,509
-4,373
| -13% | -$380K | 0.35% | 38 |
|
|
2021
Q4 | $2.13M | Buy |
34,882
+2,111
| +6% | +$129K | 0.26% | 42 |
|
|
2021
Q3 | $1.93M | Sell |
32,771
-389
| -1% | -$22.9K | 0.24% | 44 |
|
|
2021
Q2 | $2.09M | Sell |
33,160
-310
| -0.9% | -$19.6K | 0.27% | 44 |
|
|
2021
Q1 | $1.87M | Sell |
33,470
-1,012
| -3% | -$56.5K | 0.26% | 45 |
|
|
2020
Q4 | $1.42M | Buy |
34,482
+381
| +1% | +$15.7K | 0.2% | 55 |
|
|
2020
Q3 | $1.17M | Sell |
34,101
-8,188
| -19% | -$281K | 0.18% | 61 |
|
|
2020
Q2 | $1.89M | Sell |
42,289
-4,890
| -10% | -$219K | 0.29% | 52 |
|
|
2020
Q1 | $1.79M | Buy |
47,179
+12,651
| +37% | +$480K | 0.32% | 50 |
|
|
2019
Q4 | $2.41M | Sell |
34,528
-839
| -2% | -$58.5K | 0.38% | 40 |
|
|
2019
Q3 | $2.5M | Buy |
35,367
+691
| +2% | +$48.8K | 0.38% | 35 |
|
|
2019
Q2 | $2.66M | Sell |
34,676
-1,636
| -5% | -$125K | 0.41% | 33 |
|
|
2019
Q1 | $2.93M | Buy |
+36,312
| New | +$2.93M | 0.5% | 32 |
|