Norris Perne & French’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 | $525K | Sell |
4,868
-678
| -12% | -$73.1K | 0.04% | 99 |
|
|
2025
Q1 | $660K | Buy |
5,546
+305
| +6% | +$36.3K | 0.05% | 88 |
|
|
2024
Q4 | $564K | Hold |
5,241
| – | – | 0.04% | 89 |
|
|
2024
Q3 | $614K | Sell |
5,241
-979
| -16% | -$115K | 0.04% | 91 |
|
|
2024
Q2 | $716K | Buy |
6,220
+1,409
| +29% | +$162K | 0.05% | 81 |
|
|
2024
Q1 | $559K | Buy |
4,811
+704
| +17% | +$81.8K | 0.04% | 88 |
|
|
2023
Q4 | $411K | Sell |
4,107
-112
| -3% | -$11.2K | 0.03% | 94 |
|
|
2023
Q3 | $496K | Buy |
4,219
+135
| +3% | +$15.9K | 0.04% | 82 |
|
|
2023
Q2 | $438K | Buy |
4,084
+64
| +2% | +$6.87K | 0.04% | 87 |
|
|
2023
Q1 | $441K | Sell |
4,020
-1,004
| -20% | -$110K | 0.04% | 83 |
|
|
2022
Q4 | $554K | Sell |
5,024
-1,982
| -28% | -$219K | 0.05% | 80 |
|
|
2022
Q3 | $612K | Buy |
7,006
+1,117
| +19% | +$97.6K | 0.06% | 76 |
|
|
2022
Q2 | $504K | Sell |
5,889
-2,238
| -28% | -$192K | 0.05% | 84 |
|
|
2022
Q1 | $671K | Buy |
+8,127
| New | +$671K | 0.05% | 82 |
|
|
2021
Q4 | – | Sell |
-8,915
| Closed | -$524K | – | 151 |
|
|
2021
Q3 | $524K | Sell |
8,915
-4,430
| -33% | -$260K | 0.05% | 94 |
|
|
2021
Q2 | $842K | Hold |
13,345
| – | – | 0.07% | 80 |
|
|
2021
Q1 | $745K | Sell |
13,345
-21,434
| -62% | -$1.2M | 0.07% | 74 |
|
|
2020
Q4 | $1.43M | Sell |
34,779
-426
| -1% | -$17.6K | 0.14% | 70 |
|
|
2020
Q3 | $1.21M | Buy |
35,205
+472
| +1% | +$16.2K | 0.13% | 70 |
|
|
2020
Q2 | $1.55M | Buy |
34,733
+4,969
| +17% | +$222K | 0.19% | 60 |
|
|
2020
Q1 | $1.13M | Sell |
29,764
-414
| -1% | -$15.7K | 0.17% | 59 |
|
|
2019
Q4 | $2.11M | Sell |
30,178
-5,123
| -15% | -$358K | 0.25% | 61 |
|
|
2019
Q3 | $2.49M | Sell |
35,301
-240
| -0.7% | -$16.9K | 0.31% | 63 |
|
|
2019
Q2 | $2.72M | Sell |
35,541
-104,775
| -75% | -$8.03M | 0.34% | 61 |
|
|
2019
Q1 | $11.3M | Sell |
140,316
-18,207
| -11% | -$1.47M | 1.49% | 27 |
|
|
2018
Q4 | $10.8M | Sell |
158,523
-1,381
| -0.9% | -$94.2K | 1.69% | 20 |
|
|
2018
Q3 | $13.6M | Buy |
159,904
+1,570
| +1% | +$133K | 1.78% | 15 |
|
|
2018
Q2 | $13.1M | Buy |
158,334
+32,929
| +26% | +$2.72M | 1.91% | 12 |
|
|
2018
Q1 | $9.36M | Buy |
125,405
+3,505
| +3% | +$261K | 1.36% | 31 |
|
|
2017
Q4 | $10.2M | Buy |
121,900
+33,625
| +38% | +$2.81M | 1.48% | 24 |
|
|
2017
Q3 | $7.24M | Buy |
88,275
+54
| +0.1% | +$4.43K | 1.13% | 42 |
|
|
2017
Q2 | $7.12M | Buy |
88,221
+4,085
| +5% | +$330K | 1.19% | 37 |
|
|
2017
Q1 | $6.9M | Buy |
84,136
+6,533
| +8% | +$536K | 1.29% | 29 |
|
|
2016
Q4 | $7M | Sell |
77,603
-1,502
| -2% | -$136K | 1.38% | 23 |
|
|
2016
Q3 | $6.9M | Sell |
79,105
-1,545
| -2% | -$135K | 1.44% | 28 |
|
|
2016
Q2 | $7.56M | Sell |
80,650
-2,932
| -4% | -$275K | 1.63% | 21 |
|
|
2016
Q1 | $6.99M | Sell |
83,582
-4,705
| -5% | -$393K | 1.45% | 23 |
|
|
2015
Q4 | $6.88M | Buy |
88,287
+6,244
| +8% | +$487K | 1.44% | 23 |
|
|
2015
Q3 | $6.1M | Buy |
82,043
+11,711
| +17% | +$871K | 1.46% | 27 |
|
|
2015
Q2 | $5.85M | Sell |
70,332
-16,070
| -19% | -$1.34M | 1.12% | 36 |
|
|
2015
Q1 | $7.34M | Buy |
86,402
+8,682
| +11% | +$738K | 1.36% | 31 |
|
|
2014
Q4 | $7.19M | Sell |
77,720
-81
| -0.1% | -$7.49K | 1.31% | 33 |
|
|
2014
Q3 | $7.32M | Sell |
77,801
-1,046
| -1% | -$98.4K | 1.42% | 30 |
|
|
2014
Q2 | $7.94M | Sell |
78,847
-1,556
| -2% | -$157K | 1.5% | 29 |
|
|
2014
Q1 | $7.85M | Sell |
80,403
-1,840
| -2% | -$180K | 1.54% | 28 |
|
|
2013
Q4 | $8.32M | Sell |
82,243
-1,613
| -2% | -$163K | 1.56% | 25 |
|
|
2013
Q3 | $7.22M | Buy |
83,856
+623
| +0.7% | +$53.6K | 1.49% | 26 |
|
|
2013
Q2 | $7.52M | Buy |
+83,233
| New | +$7.52M | 1.61% | 24 |
|