NorthStar Asset Management (New Jersey)’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 | $625K | Sell |
5,800
-128
| -2% | -$13.8K | 0.33% | 49 |
|
2025
Q1 | $705K | Sell |
5,928
-4
| -0.1% | -$476 | 0.44% | 43 |
|
2024
Q4 | $638K | Sell |
5,932
-267
| -4% | -$28.7K | 0.41% | 44 |
|
2024
Q3 | $727K | Sell |
6,199
-41
| -0.7% | -$4.81K | 0.48% | 41 |
|
2024
Q2 | $718K | Buy |
6,240
+739
| +13% | +$85.1K | 0.5% | 41 |
|
2024
Q1 | $639K | Hold |
5,501
| – | – | 0.48% | 44 |
|
2023
Q4 | $550K | Buy |
+5,501
| New | +$550K | 0.5% | 43 |
|