TCM
Tradewinds Capital Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
13,528
-1,498
| -10% | -$161K | 0.37% | 33 |
|
|
2025
Q1 | $1.79M | Buy |
15,026
+47
| +0.3% | +$5.59K | 0.48% | 26 |
|
|
2024
Q4 | $1.61M | Buy |
14,979
+12,709
| +560% | +$1.37M | 0.43% | 29 |
|
|
2024
Q3 | $266K | Sell |
2,270
-109
| -5% | -$12.8K | 0.07% | 75 |
|
|
2024
Q2 | $274K | Buy |
2,379
+148
| +7% | +$17K | 0.08% | 67 |
|
|
2024
Q1 | $259K | Buy |
2,231
+1,497
| +204% | +$174K | 0.07% | 66 |
|
|
2023
Q4 | $73.3K | Buy |
734
+25
| +4% | +$2.5K | 0.03% | 100 |
|
|
2023
Q3 | $83.4K | Buy |
709
+4
| +0.6% | +$470 | 0.03% | 86 |
|
|
2023
Q2 | $75.6K | Buy |
705
+4
| +0.6% | +$429 | 0.02% | 100 |
|
|
2023
Q1 | $76.9K | Buy |
701
+104
| +17% | +$11.4K | 0.02% | 94 |
|
|
2022
Q4 | $65.9K | Buy |
597
+4
| +0.7% | +$441 | 0.03% | 86 |
|
|
2022
Q3 | $52K | Sell |
593
-96
| -14% | -$8.42K | 0.02% | 105 |
|
|
2022
Q2 | $59K | Sell |
689
-9,486
| -93% | -$812K | 0.02% | 97 |
|
|
2022
Q1 | $840K | Buy |
10,175
+1,972
| +24% | +$163K | 0.14% | 53 |
|
|
2021
Q4 | $502K | Sell |
8,203
-533
| -6% | -$32.6K | 0.08% | 76 |
|
|
2021
Q3 | $514K | Buy |
8,736
+830
| +10% | +$48.8K | 0.09% | 66 |
|
|
2021
Q2 | $499K | Buy |
7,906
+162
| +2% | +$10.2K | 0.09% | 65 |
|
|
2021
Q1 | $432K | Sell |
7,744
-209
| -3% | -$11.7K | 0.09% | 66 |
|
|
2020
Q4 | $328K | Buy |
7,953
+441
| +6% | +$18.2K | 0.07% | 77 |
|
|
2020
Q3 | $258K | Buy |
7,512
+2,230
| +42% | +$76.6K | 0.06% | 82 |
|
|
2020
Q2 | $236K | Buy |
5,282
+31
| +0.6% | +$1.39K | 0.06% | 85 |
|
|
2020
Q1 | $199K | Buy |
5,251
+933
| +22% | +$35.4K | 0.06% | 84 |
|
|
2019
Q4 | $301K | Buy |
4,318
+555
| +15% | +$38.7K | 0.09% | 77 |
|
|
2019
Q3 | $266K | Buy |
3,763
+97
| +3% | +$6.86K | 0.11% | 69 |
|
|
2019
Q2 | $281K | Buy |
3,666
+1,102
| +43% | +$84.5K | 0.11% | 68 |
|
|
2019
Q1 | $207K | Sell |
2,564
-773
| -23% | -$62.4K | 0.08% | 103 |
|
|
2018
Q4 | $228K | Buy |
3,337
+2
| +0.1% | +$137 | 0.11% | 87 |
|
|
2018
Q3 | $284K | Buy |
3,335
+702
| +27% | +$59.8K | 0.11% | 75 |
|
|
2018
Q2 | $218K | Buy |
2,633
+306
| +13% | +$25.3K | 0.09% | 100 |
|
|
2018
Q1 | $174K | Buy |
2,327
+8
| +0.3% | +$598 | 0.08% | 111 |
|
|
2017
Q4 | $194K | Hold |
2,319
| – | – | 0.09% | 106 |
|
|
2017
Q3 | $190K | Sell |
2,319
-515
| -18% | -$42.2K | 0.1% | 102 |
|
|
2017
Q2 | $229K | Sell |
2,834
-1,383
| -33% | -$112K | 0.12% | 94 |
|
|
2017
Q1 | $346K | Sell |
4,217
-485
| -10% | -$39.8K | 0.22% | 68 |
|
|
2016
Q4 | $424K | Sell |
4,702
-420
| -8% | -$37.9K | 0.28% | 59 |
|
|
2016
Q3 | $447K | Buy |
5,122
+1,533
| +43% | +$134K | 0.31% | 55 |
|
|
2016
Q2 | $336K | Buy |
3,589
+1,193
| +50% | +$112K | 0.24% | 72 |
|
|
2016
Q1 | $200K | Sell |
2,396
-147
| -6% | -$12.3K | 0.14% | 105 |
|
|
2015
Q4 | $198K | Sell |
2,543
-169
| -6% | -$13.2K | 0.14% | 101 |
|
|
2015
Q3 | $202K | Buy |
2,712
+51
| +2% | +$3.8K | 0.16% | 100 |
|
|
2015
Q2 | $221K | Hold |
2,661
| – | – | 0.16% | 100 |
|
|
2015
Q1 | $226K | Sell |
2,661
-160
| -6% | -$13.6K | 0.17% | 100 |
|
|
2014
Q4 | $261K | Buy |
2,821
+75
| +3% | +$6.94K | 0.19% | 89 |
|
|
2014
Q3 | $258K | Buy |
2,746
+316
| +13% | +$29.7K | 0.2% | 88 |
|
|
2014
Q2 | $245K | Hold |
2,430
| – | – | 0.19% | 98 |
|
|
2014
Q1 | $237K | Sell |
2,430
-123
| -5% | -$12K | 0.19% | 102 |
|
|
2013
Q4 | $258K | Buy |
+2,553
| New | +$258K | 0.21% | 84 |
|