Tradewinds LLC’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 | $515K | Sell |
4,781
-11,207
| -70% | -$1.21M | 0.39% | 52 |
|
|
2025
Q1 | $1.9M | Buy |
15,988
+312
| +2% | +$37.1K | 0.54% | 41 |
|
|
2024
Q4 | $1.76M | Sell |
15,676
-6,066
| -28% | -$681K | 0.49% | 41 |
|
|
2024
Q3 | $2.55M | Sell |
21,742
-144
| -0.7% | -$16.9K | 0.78% | 34 |
|
|
2024
Q2 | $2.52M | Buy |
21,886
+18,592
| +564% | +$2.14M | 0.77% | 34 |
|
|
2024
Q1 | $383K | Buy |
+3,294
| New | +$383K | 0.18% | 46 |
|
|
2023
Q3 | $398K | Sell |
3,383
-1,307
| -28% | -$154K | 0.23% | 72 |
|
|
2023
Q2 | $503K | Hold |
4,690
| – | – | 0.3% | 58 |
|
|
2023
Q1 | $514K | Buy |
+4,690
| New | +$514K | 0.31% | 58 |
|
|
2022
Q4 | – | Sell |
-4,705
| Closed | -$411K | – | 214 |
|
|
2022
Q3 | $411K | Buy |
4,705
+39
| +0.8% | +$3.41K | 0.3% | 66 |
|
|
2022
Q2 | $400K | Buy |
+4,666
| New | +$400K | 0.27% | 70 |
|
|
2021
Q4 | $337K | Buy |
+3,375
| New | +$337K | 0.4% | 39 |
|