Perkins Coie Trust Company’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 | $926K | Buy |
8,590
+579
| +7% | +$62.4K | 0.16% | 68 |
|
|
2025
Q1 | $953K | Buy |
8,011
+297
| +4% | +$35.3K | 0.22% | 66 |
|
|
2024
Q4 | $830K | Sell |
7,714
-267
| -3% | -$28.7K | 0.18% | 68 |
|
|
2024
Q3 | $936K | Sell |
7,981
-233
| -3% | -$27.3K | 0.21% | 67 |
|
|
2024
Q2 | $946K | Hold |
8,214
| – | – | 0.22% | 64 |
|
|
2024
Q1 | $955K | Buy |
8,214
+377
| +5% | +$43.8K | 0.22% | 64 |
|
|
2023
Q4 | $784K | Sell |
7,837
-341
| -4% | -$34.1K | 0.2% | 65 |
|
|
2023
Q3 | $962K | Buy |
8,178
+229
| +3% | +$26.9K | 0.27% | 62 |
|
|
2023
Q2 | $853K | Buy |
7,949
+2,665
| +50% | +$286K | 0.24% | 63 |
|
|
2023
Q1 | $579K | Hold |
5,284
| – | – | 0.17% | 64 |
|
|
2022
Q4 | $583K | Sell |
5,284
-682
| -11% | -$75.2K | 0.19% | 62 |
|
|
2022
Q3 | $521K | Hold |
5,966
| – | – | 0.2% | 60 |
|
|
2022
Q2 | $511K | Buy |
5,966
+682
| +13% | +$58.4K | 0.19% | 63 |
|
|
2022
Q1 | $436K | Hold |
5,284
| – | – | 0.14% | 71 |
|
|
2021
Q4 | $323K | Sell |
5,284
-3,886
| -42% | -$238K | 0.09% | 75 |
|
|
2021
Q3 | $539K | Hold |
9,170
| – | – | 0.17% | 76 |
|
|
2021
Q2 | $578K | Hold |
9,170
| – | – | 0.18% | 73 |
|
|
2021
Q1 | $512K | Sell |
9,170
-28
| -0.3% | -$1.56K | 0.17% | 75 |
|
|
2020
Q4 | $379K | Buy |
9,198
+2,775
| +43% | +$114K | 0.13% | 83 |
|
|
2020
Q3 | $220K | Hold |
6,423
| – | – | 0.09% | 94 |
|
|
2020
Q2 | $287K | Sell |
6,423
-627
| -9% | -$28K | 0.12% | 90 |
|
|
2020
Q1 | $268K | Sell |
7,050
-588
| -8% | -$22.4K | 0.14% | 86 |
|
|
2019
Q4 | $533K | Sell |
7,638
-1,113
| -13% | -$77.7K | 0.22% | 77 |
|
|
2019
Q3 | $618K | Hold |
8,751
| – | – | 0.27% | 69 |
|
|
2019
Q2 | $671K | Sell |
8,751
-472
| -5% | -$36.2K | 0.3% | 67 |
|
|
2019
Q1 | $745K | Hold |
9,223
| – | – | 0.35% | 66 |
|
|
2018
Q4 | $629K | Hold |
9,223
| – | – | 0.33% | 67 |
|
|
2018
Q3 | $784K | Sell |
9,223
-60
| -0.6% | -$5.1K | 0.36% | 65 |
|
|
2018
Q2 | $768K | Sell |
9,283
-286
| -3% | -$23.7K | 0.38% | 66 |
|
|
2018
Q1 | $714K | Hold |
9,569
| – | – | 0.35% | 66 |
|
|
2017
Q4 | $800K | Sell |
9,569
-912
| -9% | -$76.2K | 0.4% | 65 |
|
|
2017
Q3 | $859K | Buy |
10,481
+697
| +7% | +$57.1K | 0.45% | 65 |
|
|
2017
Q2 | $790K | Buy |
9,784
+3,154
| +48% | +$255K | 0.43% | 65 |
|
|
2017
Q1 | $544K | Sell |
6,630
-237
| -3% | -$19.4K | 0.32% | 68 |
|
|
2016
Q4 | $620K | Buy |
6,867
+301
| +5% | +$27.2K | 0.38% | 65 |
|
|
2016
Q3 | $573K | Hold |
6,566
| – | – | 0.36% | 66 |
|
|
2016
Q2 | $615K | Sell |
6,566
-10
| -0.2% | -$937 | 0.41% | 65 |
|
|
2016
Q1 | $550K | Buy |
6,576
+3,856
| +142% | +$323K | 0.37% | 65 |
|
|
2015
Q4 | $212K | Hold |
2,720
| – | – | 0.16% | 72 |
|
|
2015
Q3 | $202K | Sell |
2,720
-87
| -3% | -$6.46K | 0.16% | 71 |
|
|
2015
Q2 | $234K | Buy |
2,807
+37
| +1% | +$3.08K | 0.18% | 70 |
|
|
2015
Q1 | $235K | Buy |
2,770
+650
| +31% | +$55.1K | 0.18% | 68 |
|
|
2014
Q4 | $196K | Sell |
2,120
-175
| -8% | -$16.2K | 0.16% | 68 |
|
|
2014
Q3 | $216K | Buy |
2,295
+456
| +25% | +$42.9K | 0.18% | 63 |
|
|
2014
Q2 | $185K | Hold |
1,839
| – | – | 0.17% | 62 |
|
|
2014
Q1 | $180K | Sell |
1,839
-539
| -23% | -$52.8K | 0.17% | 61 |
|
|
2013
Q4 | $241K | Buy |
+2,378
| New | +$241K | 0.24% | 59 |
|