SWK
Stephen W. Kidder’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
21,382
-400
| -2% | -$43.1K | 0.69% | 33 |
|
|
2025
Q1 | $2.59M | Hold |
21,782
| – | – | 0.81% | 30 |
|
|
2024
Q4 | $2.34M | Sell |
21,782
-50
| -0.2% | -$5.38K | 0.71% | 33 |
|
|
2024
Q3 | $2.56M | Hold |
21,832
| – | – | 0.76% | 33 |
|
|
2024
Q2 | $2.51M | Hold |
21,832
| – | – | 0.79% | 30 |
|
|
2024
Q1 | $2.54M | Sell |
21,832
-5,100
| -19% | -$593K | 0.81% | 29 |
|
|
2023
Q4 | $2.69M | Sell |
26,932
-1,010
| -4% | -$101K | 0.87% | 29 |
|
|
2023
Q3 | $3.29M | Sell |
27,942
-620
| -2% | -$72.9K | 1.14% | 27 |
|
|
2023
Q2 | $3.06M | Sell |
28,562
-329
| -1% | -$35.3K | 1% | 28 |
|
|
2023
Q1 | $3.17M | Sell |
28,891
-910
| -3% | -$99.8K | 1.1% | 29 |
|
|
2022
Q4 | $3.29M | Buy |
29,801
+10,070
| +51% | +$1.11M | 1.2% | 27 |
|
|
2022
Q3 | $1.72M | Buy |
19,731
+59
| +0.3% | +$5.15K | 0.7% | 36 |
|
|
2022
Q2 | $1.69M | Sell |
19,672
-300
| -2% | -$25.7K | 0.65% | 37 |
|
|
2022
Q1 | $1.65M | Buy |
19,972
+332
| +2% | +$27.4K | 0.53% | 36 |
|
|
2021
Q4 | $1.2M | Sell |
19,640
-217
| -1% | -$13.3K | 0.37% | 43 |
|
|
2021
Q3 | $1.17M | Sell |
19,857
-125
| -0.6% | -$7.35K | 0.37% | 43 |
|
|
2021
Q2 | $1.26M | Buy |
19,982
+1,397
| +8% | +$88.1K | 0.39% | 42 |
|
|
2021
Q1 | $1.04M | Sell |
18,585
-840
| -4% | -$46.9K | 0.33% | 44 |
|
|
2020
Q4 | $801K | Sell |
19,425
-1,575
| -8% | -$64.9K | 0.27% | 45 |
|
|
2020
Q3 | $721K | Sell |
21,000
-2,355
| -10% | -$80.9K | 0.26% | 47 |
|
|
2020
Q2 | $1.05M | Sell |
23,355
-2,250
| -9% | -$101K | 0.4% | 41 |
|
|
2020
Q1 | $973K | Sell |
25,605
-1,777
| -6% | -$67.5K | 0.44% | 41 |
|
|
2019
Q4 | $1.91M | Sell |
27,382
-46
| -0.2% | -$3.21K | 0.7% | 36 |
|
|
2019
Q3 | $1.94M | Buy |
27,428
+525
| +2% | +$37.1K | 0.76% | 35 |
|
|
2019
Q2 | $2.06M | Sell |
26,903
-2,775
| -9% | -$213K | 0.83% | 35 |
|
|
2019
Q1 | $2.4M | Sell |
29,678
-9,910
| -25% | -$800K | 0.97% | 34 |
|
|
2018
Q4 | $2.7M | Sell |
39,588
-21,754
| -35% | -$1.48M | 1.19% | 29 |
|
|
2018
Q3 | $5.22M | Sell |
61,342
-1,600
| -3% | -$136K | 1.91% | 24 |
|
|
2018
Q2 | $5.21M | Sell |
62,942
-3,093
| -5% | -$256K | 2% | 23 |
|
|
2018
Q1 | $4.93M | Sell |
66,035
-3,275
| -5% | -$244K | 1.88% | 24 |
|
|
2017
Q4 | $5.8M | Sell |
69,310
-4,667
| -6% | -$390K | 2.08% | 21 |
|
|
2017
Q3 | $6.07M | Sell |
73,977
-415
| -0.6% | -$34K | 2.23% | 21 |
|
|
2017
Q2 | $6.01M | Sell |
74,392
-15,607
| -17% | -$1.26M | 2.27% | 19 |
|
|
2017
Q1 | $7.38M | Sell |
89,999
-1,998
| -2% | -$164K | 2.84% | 12 |
|
|
2016
Q4 | $8.3M | Buy |
91,997
+820
| +0.9% | +$74K | 3.36% | 6 |
|
|
2016
Q3 | $7.96M | Buy |
91,177
+6,592
| +8% | +$575K | 3.16% | 7 |
|
|
2016
Q2 | $7.93M | Buy |
84,585
+870
| +1% | +$81.5K | 3.16% | 8 |
|
|
2016
Q1 | $7M | Buy |
83,715
+1,310
| +2% | +$110K | 2.84% | 11 |
|
|
2015
Q4 | $6.42M | Buy |
82,405
+1,350
| +2% | +$105K | 2.75% | 13 |
|
|
2015
Q3 | $6.03M | Buy |
81,055
+975
| +1% | +$72.5K | 3.02% | 9 |
|
|
2015
Q2 | $6.66M | Sell |
80,080
-3,295
| -4% | -$274K | 3.01% | 8 |
|
|
2015
Q1 | $7.09M | Sell |
83,375
-6,320
| -7% | -$537K | 3.07% | 7 |
|
|
2014
Q4 | $8.29M | Sell |
89,695
-5,834
| -6% | -$539K | 3.6% | 4 |
|
|
2014
Q3 | $8.99M | Buy |
95,529
+45,897
| +92% | +$4.32M | 4.08% | 2 |
|
|
2014
Q2 | $5M | Sell |
49,632
-2,362
| -5% | -$238K | 3.32% | 7 |
|
|
2014
Q1 | $5.08M | Buy |
51,994
+300
| +0.6% | +$29.3K | 3.42% | 5 |
|
|
2013
Q4 | $5.23M | Sell |
51,694
-25
| -0% | -$2.53K | 3.6% | 3 |
|
|
2013
Q3 | $4.45M | Buy |
51,719
+2,139
| +4% | +$184K | 3.44% | 9 |
|
|
2013
Q2 | $4.48M | Buy |
+49,580
| New | +$4.48M | 3.61% | 8 |
|