Union Savings Bank’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
$3.46M Buy
31,028
+15,099
+95% +$1.69M 1.59% 11
2025
Q1
$1.89M Buy
15,929
+123
+0.8% +$14.6K 0.93% 18
2024
Q4
$1.7M Sell
15,806
-335
-2% -$36K 0.84% 22
2024
Q3
$1.89M Sell
16,141
-64
-0.4% -$7.5K 0.93% 18
2024
Q2
$1.87M Sell
16,205
-426
-3% -$49K 0.98% 17
2024
Q1
$1.93M Sell
16,631
-587
-3% -$68.2K 1.01% 16
2023
Q4
$1.72M Sell
17,218
-681
-4% -$68.1K 0.98% 18
2023
Q3
$2.1M Buy
17,899
+28
+0.2% +$3.29K 1.31% 11
2023
Q2
$1.92M Buy
+17,871
New +$1.92M 1.14% 16