SlateStone Wealth’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 | $2.95M | Buy |
27,318
+101
| +0.4% | +$10.9K | 0.28% | 87 |
|
|
2025
Q1 | $3.24M | Sell |
27,217
-713
| -3% | -$84.8K | 0.32% | 80 |
|
|
2024
Q4 | $3M | Buy |
27,930
+1,284
| +5% | +$138K | 0.29% | 83 |
|
|
2024
Q3 | $3.12M | Sell |
26,646
-345
| -1% | -$40.4K | 0.28% | 83 |
|
|
2024
Q2 | $3.11M | Buy |
26,991
+4,233
| +19% | +$487K | 0.34% | 72 |
|
|
2024
Q1 | $2.65M | Buy |
22,758
+9,873
| +77% | +$1.15M | 0.27% | 84 |
|
|
2023
Q4 | $1.29M | Sell |
12,885
-241
| -2% | -$24.1K | 0.17% | 107 |
|
|
2023
Q3 | $1.54M | Buy |
13,126
+2,678
| +26% | +$315K | 0.22% | 94 |
|
|
2023
Q2 | $1.12M | Sell |
10,448
-400
| -4% | -$42.9K | 0.21% | 87 |
|
|
2023
Q1 | $1.19M | Buy |
10,848
+1,100
| +11% | +$121K | 0.25% | 85 |
|
|
2022
Q4 | $1.08M | Hold |
9,748
| – | – | 0.26% | 80 |
|
|
2022
Q3 | $851K | Buy |
9,748
+705
| +8% | +$61.5K | 0.23% | 90 |
|
|
2022
Q2 | $774K | Sell |
9,043
-1,950
| -18% | -$167K | 0.2% | 89 |
|
|
2022
Q1 | $908K | Buy |
10,993
+1,965
| +22% | +$162K | 0.2% | 83 |
|
|
2021
Q4 | $552K | Buy |
9,028
+2,666
| +42% | +$163K | 0.12% | 114 |
|
|
2021
Q3 | $374K | Buy |
6,362
+35
| +0.6% | +$2.06K | 0.09% | 128 |
|
|
2021
Q2 | $399K | Sell |
6,327
-530
| -8% | -$33.4K | 0.09% | 130 |
|
|
2021
Q1 | $383K | Sell |
6,857
-300
| -4% | -$16.8K | 0.09% | 127 |
|
|
2020
Q4 | $295K | Sell |
7,157
-9,686
| -58% | -$399K | 0.07% | 143 |
|
|
2020
Q3 | $578K | Sell |
16,843
-269
| -2% | -$9.23K | 0.12% | 121 |
|
|
2020
Q2 | $765K | Sell |
17,112
-1,112
| -6% | -$49.7K | 0.17% | 107 |
|
|
2020
Q1 | $692K | Buy |
18,224
+3,909
| +27% | +$148K | 0.2% | 98 |
|
|
2019
Q4 | $999K | Buy |
14,315
+6,394
| +81% | +$446K | 0.23% | 94 |
|
|
2019
Q3 | $559K | Buy |
7,921
+734
| +10% | +$51.8K | 0.16% | 99 |
|
|
2019
Q2 | $551K | Buy |
7,187
+2,081
| +41% | +$160K | 0.16% | 108 |
|
|
2019
Q1 | $413K | Buy |
+5,106
| New | +$413K | 0.13% | 106 |
|