SAM
Secure Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
23,388
-6,306
| -21% | -$680K | 0.46% | 57 |
|
|
2025
Q1 | $3.53M | Sell |
29,694
-16,956
| -36% | -$2.02M | 0.71% | 30 |
|
|
2024
Q4 | $5.02M | Buy |
46,650
+4,011
| +9% | +$431K | 0.76% | 26 |
|
|
2024
Q3 | $5M | Buy |
42,639
+1,025
| +2% | +$120K | 0.84% | 22 |
|
|
2024
Q2 | $4.79M | Buy |
41,614
+12,372
| +42% | +$1.42M | 0.91% | 19 |
|
|
2024
Q1 | $3.4M | Sell |
29,242
-470
| -2% | -$54.6K | 0.8% | 27 |
|
|
2023
Q4 | $2.97M | Buy |
29,712
+658
| +2% | +$65.8K | 0.8% | 26 |
|
|
2023
Q3 | $3.42M | Buy |
29,054
+301
| +1% | +$35.4K | 1.02% | 19 |
|
|
2023
Q2 | $3.08M | Buy |
28,753
+1,007
| +4% | +$108K | 0.94% | 23 |
|
|
2023
Q1 | $3.04M | Sell |
27,746
-584
| -2% | -$64K | 1.02% | 16 |
|
|
2022
Q4 | $3.12M | Buy |
28,330
+9,487
| +50% | +$1.05M | 1.12% | 14 |
|
|
2022
Q3 | $1.65M | Buy |
18,843
+943
| +5% | +$82.3K | 0.92% | 15 |
|
|
2022
Q2 | $1.53M | Buy |
17,900
+1,980
| +12% | +$170K | 0.85% | 18 |
|
|
2022
Q1 | $1.32M | Buy |
15,920
+2,368
| +17% | +$196K | 0.59% | 28 |
|
|
2021
Q4 | $829K | Sell |
13,552
-23
| -0.2% | -$1.41K | 0.34% | 51 |
|
|
2021
Q3 | $798K | Sell |
13,575
-1,951
| -13% | -$115K | 0.39% | 42 |
|
|
2021
Q2 | $979K | Buy |
15,526
+1,292
| +9% | +$81.5K | 0.5% | 37 |
|
|
2021
Q1 | $795K | Sell |
14,234
-12,887
| -48% | -$720K | 0.44% | 43 |
|
|
2020
Q4 | $1.12M | Sell |
27,121
-29,907
| -52% | -$1.23M | 0.66% | 33 |
|
|
2020
Q3 | $1.96M | Buy |
57,028
+13,036
| +30% | +$448K | 1.34% | 15 |
|
|
2020
Q2 | $1.97M | Buy |
43,992
+28,757
| +189% | +$1.29M | 1.39% | 16 |
|
|
2020
Q1 | $578K | Buy |
15,235
+2,462
| +19% | +$93.4K | 0.62% | 42 |
|
|
2019
Q4 | $891K | Buy |
+12,773
| New | +$891K | 0.63% | 42 |
|