Unio Capital’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,590
| Closed | -$279K | – | 28 |
|
|
2024
Q4 | $279K | Sell |
2,590
-2,042
| -44% | -$220K | 0.1% | 24 |
|
|
2024
Q3 | $543K | Sell |
4,632
-64
| -1% | -$7.5K | 0.22% | 23 |
|
|
2024
Q2 | $541K | Buy |
4,696
+86
| +2% | +$9.9K | 0.23% | 23 |
|
|
2024
Q1 | $536K | Hold |
4,610
| – | – | 0.24% | 24 |
|
|
2023
Q4 | $461K | Sell |
4,610
-500
| -10% | -$50K | 0.24% | 29 |
|
|
2023
Q3 | $601K | Sell |
5,110
-50
| -1% | -$5.88K | 0.33% | 28 |
|
|
2023
Q2 | $553K | Sell |
5,160
-300
| -5% | -$32.2K | 0.28% | 28 |
|
|
2023
Q1 | $599K | Hold |
5,460
| – | – | 0.32% | 27 |
|
|
2022
Q4 | $602K | Sell |
5,460
-4,000
| -42% | -$441K | 0.33% | 26 |
|
|
2022
Q3 | $826K | Hold |
9,460
| – | – | 0.5% | 25 |
|
|
2022
Q2 | $810K | Hold |
9,460
| – | – | 0.47% | 27 |
|
|
2022
Q1 | $781K | Hold |
9,460
| – | – | 0.34% | 29 |
|
|
2021
Q4 | $579 | Hold |
9,460
| – | – | ﹤0.01% | 40 |
|
|
2021
Q3 | $556K | Hold |
9,460
| – | – | 0.25% | 33 |
|
|
2021
Q2 | $597K | Hold |
9,460
| – | – | 0.27% | 31 |
|
|
2021
Q1 | $528K | Sell |
9,460
-1,000
| -10% | -$55.8K | 0.25% | 33 |
|
|
2020
Q4 | $431K | Hold |
10,460
| – | – | 0.21% | 40 |
|
|
2020
Q3 | $350K | Sell |
10,460
-2,090
| -17% | -$69.9K | 0.19% | 47 |
|
|
2020
Q2 | $561K | Sell |
12,550
-1,200
| -9% | -$53.6K | 0.34% | 33 |
|
|
2020
Q1 | $522K | Hold |
13,750
| – | – | 0.37% | 31 |
|
|
2019
Q4 | $959K | Hold |
13,750
| – | – | 0.56% | 25 |
|
|
2019
Q3 | $971K | Hold |
13,750
| – | – | 0.62% | 24 |
|
|
2019
Q2 | $1.05M | Sell |
13,750
-1,970
| -13% | -$150K | 0.65% | 25 |
|
|
2019
Q1 | $1.27M | Hold |
15,720
| – | – | 0.89% | 22 |
|
|
2018
Q4 | $1.07M | Sell |
15,720
-200
| -1% | -$13.6K | 0.85% | 21 |
|
|
2018
Q3 | $1.35M | Sell |
15,920
-500
| -3% | -$42.5K | 0.89% | 20 |
|
|
2018
Q2 | $1.36M | Buy |
16,420
+290
| +2% | +$24K | 1.02% | 19 |
|
|
2018
Q1 | $1.2M | Buy |
16,130
+700
| +5% | +$52.2K | 1% | 21 |
|
|
2017
Q4 | $1.29M | Buy |
+15,430
| New | +$1.29M | 1.08% | 17 |
|