Stonehage Fleming Financial Services’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 | $233K | Hold |
2,158
| – | – | 0.01% | 132 |
|
|
2025
Q1 | $257K | Hold |
2,158
| – | – | 0.01% | 115 |
|
|
2024
Q4 | $232K | Hold |
2,158
| – | – | 0.01% | 129 |
|
|
2024
Q3 | $253K | Hold |
2,158
| – | – | 0.01% | 125 |
|
|
2024
Q2 | $248K | Sell |
2,158
-5,933
| -73% | -$683K | 0.01% | 123 |
|
|
2024
Q1 | $887K | Sell |
8,091
-1,453
| -15% | -$159K | 0.06% | 45 |
|
|
2023
Q4 | $954K | Sell |
9,544
-170
| -2% | -$17K | 0.03% | 62 |
|
|
2023
Q3 | $1.14M | Buy |
9,714
+1,623
| +20% | +$191K | 0.1% | 63 |
|
|
2023
Q2 | $868K | Hold |
8,091
| – | – | 0.03% | 68 |
|
|
2023
Q1 | $887K | Hold |
8,091
| – | – | 0.06% | 45 |
|
|
2022
Q4 | $892K | Hold |
8,091
| – | – | 0.07% | 46 |
|
|
2022
Q3 | $705K | Hold |
8,091
| – | – | 0.05% | 57 |
|
|
2022
Q2 | $692K | Buy |
8,091
+6,731
| +495% | +$576K | 0.03% | 93 |
|
|
2022
Q1 | $112K | Hold |
1,360
| – | – | ﹤0.01% | 162 |
|
|
2021
Q4 | $83K | Hold |
1,360
| – | – | ﹤0.01% | 183 |
|
|
2021
Q3 | $80K | Hold |
1,360
| – | – | ﹤0.01% | 181 |
|
|
2021
Q2 | $86K | Buy |
+1,360
| New | +$86K | ﹤0.01% | 162 |
|
|
2020
Q4 | – | Sell |
-6,975
| Closed | -$239K | – | 189 |
|
|
2020
Q3 | $239K | Buy |
+6,975
| New | +$239K | 0.01% | 124 |
|
|
2016
Q2 | – | Sell |
-320
| Closed | -$27K | – | 307 |
|
|
2016
Q1 | $27K | Buy |
+320
| New | +$27K | ﹤0.01% | 277 |
|
|
2015
Q3 | – | Sell |
-1,026
| Closed | -$85K | – | 150 |
|
|
2015
Q2 | $85K | Hold |
1,026
| – | – | 0.01% | 116 |
|
|
2015
Q1 | $87K | Sell |
1,026
-809
| -44% | -$68.6K | 0.01% | 122 |
|
|
2014
Q4 | $170K | Buy |
+1,835
| New | +$170K | 0.02% | 113 |
|