SDAM
Shulman DeMeo Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Buy |
5,294
+31
| +0.6% | +$3.34K | 0.14% | 57 |
|
|
2025
Q1 | $626K | Buy |
5,263
+137
| +3% | +$16.3K | 0.18% | 46 |
|
|
2024
Q4 | $551K | Sell |
5,126
-1,834
| -26% | -$197K | 0.15% | 53 |
|
|
2024
Q3 | $816K | Buy |
6,960
+334
| +5% | +$39.1K | 0.2% | 40 |
|
|
2024
Q2 | $763K | Buy |
6,626
+225
| +4% | +$25.9K | 0.2% | 41 |
|
|
2024
Q1 | $744K | Sell |
6,401
-7
| -0.1% | -$814 | 0.2% | 40 |
|
|
2023
Q4 | $641K | Buy |
6,408
+340
| +6% | +$34K | 0.18% | 46 |
|
|
2023
Q3 | $713K | Sell |
6,068
-183
| -3% | -$21.5K | 0.24% | 38 |
|
|
2023
Q2 | $670K | Sell |
6,251
-13
| -0.2% | -$1.39K | 0.2% | 43 |
|
|
2023
Q1 | $687K | Buy |
6,264
+28
| +0.4% | +$3.07K | 0.22% | 45 |
|
|
2022
Q4 | $688K | Sell |
6,236
-325
| -5% | -$35.8K | 0.23% | 43 |
|
|
2022
Q3 | $573K | Buy |
6,561
+24
| +0.4% | +$2.1K | 0.2% | 50 |
|
|
2022
Q2 | $560K | Buy |
6,537
+64
| +1% | +$5.48K | 0.19% | 55 |
|
|
2022
Q1 | $535K | Buy |
6,473
+138
| +2% | +$11.4K | 0.15% | 67 |
|
|
2021
Q4 | $388K | Buy |
+6,335
| New | +$388K | 0.1% | 98 |
|
|
2021
Q3 | – | Sell |
-7,127
| Closed | -$450K | – | 142 |
|
|
2021
Q2 | $450K | Buy |
7,127
+225
| +3% | +$14.2K | 0.17% | 35 |
|
|
2021
Q1 | $385K | Sell |
6,902
-766
| -10% | -$42.7K | 0.11% | 90 |
|
|
2020
Q4 | $316K | Sell |
7,668
-329
| -4% | -$13.6K | 0.09% | 102 |
|
|
2020
Q3 | $275K | Buy |
7,997
+1,475
| +23% | +$50.7K | 0.09% | 89 |
|
|
2020
Q2 | $292K | Sell |
6,522
-768
| -11% | -$34.4K | 0.11% | 84 |
|
|
2020
Q1 | $277K | Buy |
7,290
+1,374
| +23% | +$52.2K | 0.13% | 70 |
|
|
2019
Q4 | $413K | Sell |
5,916
-4,147
| -41% | -$290K | 0.14% | 76 |
|
|
2019
Q3 | $711K | Buy |
10,063
+866
| +9% | +$61.2K | 0.24% | 46 |
|
|
2019
Q2 | $705K | Buy |
9,197
+114
| +1% | +$8.74K | 0.26% | 41 |
|
|
2019
Q1 | $734K | Buy |
9,083
+423
| +5% | +$34.2K | 0.28% | 42 |
|
|
2018
Q4 | $591K | Buy |
+8,660
| New | +$591K | 0.33% | 28 |
|