UAS
United Asset Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Sell |
53,670
-7,607
| -12% | -$820K | 0.49% | 55 |
|
|
2025
Q1 | $7.29M | Buy |
61,277
+1,313
| +2% | +$156K | 0.68% | 50 |
|
|
2024
Q4 | $6.45M | Buy |
59,964
+19
| +0% | +$2.04K | 0.59% | 49 |
|
|
2024
Q3 | $7.03M | Buy |
59,945
+1,196
| +2% | +$140K | 0.65% | 47 |
|
|
2024
Q2 | $6.76M | Buy |
58,749
+327
| +0.6% | +$37.6K | 0.67% | 48 |
|
|
2024
Q1 | $6.79M | Buy |
58,422
+2,279
| +4% | +$265K | 0.68% | 50 |
|
|
2023
Q4 | $5.61M | Buy |
56,143
+14,971
| +36% | +$1.5M | 0.63% | 50 |
|
|
2023
Q3 | $4.84M | Buy |
41,172
+17,048
| +71% | +$2M | 0.63% | 46 |
|
|
2023
Q2 | $2.59M | Sell |
24,124
-8,496
| -26% | -$911K | 0.32% | 70 |
|
|
2023
Q1 | $3.58M | Buy |
32,620
+9,716
| +42% | +$1.07M | 0.47% | 59 |
|
|
2022
Q4 | $2.53M | Buy |
22,904
+1,291
| +6% | +$142K | 0.35% | 71 |
|
|
2022
Q3 | $1.89M | Buy |
21,613
+8,296
| +62% | +$724K | 0.29% | 77 |
|
|
2022
Q2 | $1.14M | Buy |
13,317
+4,978
| +60% | +$426K | 0.17% | 114 |
|
|
2022
Q1 | $689K | Sell |
8,339
-404
| -5% | -$33.4K | 0.09% | 140 |
|
|
2021
Q4 | $535K | Sell |
8,743
-748
| -8% | -$45.8K | 0.06% | 149 |
|
|
2021
Q3 | $558K | Sell |
9,491
-323
| -3% | -$19K | 0.07% | 140 |
|
|
2021
Q2 | $619K | Sell |
9,814
-983
| -9% | -$62K | 0.08% | 135 |
|
|
2021
Q1 | $603K | Buy |
10,797
+572
| +6% | +$31.9K | 0.09% | 139 |
|
|
2020
Q4 | $421K | Sell |
10,225
-3,453
| -25% | -$142K | 0.07% | 152 |
|
|
2020
Q3 | $470K | Sell |
13,678
-45,800
| -77% | -$1.57M | 0.09% | 141 |
|
|
2020
Q2 | $2.66M | Buy |
59,478
+30,114
| +103% | +$1.35M | 0.52% | 57 |
|
|
2020
Q1 | $1.12M | Buy |
29,364
+4,106
| +16% | +$156K | 0.28% | 79 |
|
|
2019
Q4 | $1.76M | Buy |
25,258
+3,004
| +13% | +$210K | 0.34% | 74 |
|
|
2019
Q3 | $1.57M | Buy |
22,254
+1,087
| +5% | +$76.7K | 0.34% | 80 |
|
|
2019
Q2 | $1.62M | Buy |
21,167
+647
| +3% | +$49.6K | 0.37% | 75 |
|
|
2019
Q1 | $1.66M | Buy |
20,520
+12,532
| +157% | +$1.01M | 0.39% | 71 |
|
|
2018
Q4 | $545K | Buy |
7,988
+582
| +8% | +$39.7K | 0.15% | 123 |
|
|
2018
Q3 | $630K | Sell |
7,406
-557
| -7% | -$47.4K | 0.15% | 123 |
|
|
2018
Q2 | $659K | Sell |
7,963
-87,575
| -92% | -$7.25M | 0.17% | 118 |
|
|
2018
Q1 | $7.13M | Buy |
95,538
+3,615
| +4% | +$270K | 2.1% | 7 |
|
|
2017
Q4 | $7.69M | Buy |
+91,923
| New | +$7.69M | 2.06% | 11 |
|
|
2017
Q3 | – | Sell |
-95,477
| Closed | -$7.71M | – | 184 |
|
|
2017
Q2 | $7.71M | Buy |
95,477
+4,752
| +5% | +$384K | 2.29% | 9 |
|
|
2017
Q1 | $7.44M | Buy |
90,725
+6,710
| +8% | +$550K | 2.27% | 10 |
|
|
2016
Q4 | $7.58M | Sell |
84,015
-681
| -0.8% | -$61.5K | 2.47% | 5 |
|
|
2016
Q3 | $7.37M | Buy |
84,696
+2,688
| +3% | +$234K | 2.58% | 6 |
|
|
2016
Q2 | $7.69M | Buy |
82,008
+2,619
| +3% | +$245K | 2.88% | 5 |
|
|
2016
Q1 | $6.64M | Buy |
79,389
+41,681
| +111% | +$3.48M | 2.96% | 6 |
|
|
2015
Q4 | $2.94M | Buy |
37,708
+24,886
| +194% | +$1.94M | 1.28% | 27 |
|
|
2015
Q3 | $953K | Buy |
12,822
+872
| +7% | +$64.8K | 0.44% | 58 |
|
|
2015
Q2 | $994K | Buy |
11,950
+3,577
| +43% | +$298K | 0.44% | 62 |
|
|
2015
Q1 | $732K | Sell |
8,373
-159
| -2% | -$13.9K | 0.34% | 72 |
|
|
2014
Q4 | $789K | Buy |
8,532
+551
| +7% | +$51K | 0.34% | 74 |
|
|
2014
Q3 | $751K | Sell |
7,981
-994
| -11% | -$93.5K | 0.34% | 74 |
|
|
2014
Q2 | $904K | Buy |
8,975
+926
| +12% | +$93.3K | 0.44% | 66 |
|
|
2014
Q1 | $786K | Buy |
8,049
+2,871
| +55% | +$280K | 0.45% | 58 |
|
|
2013
Q4 | $524K | Buy |
+5,178
| New | +$524K | 0.36% | 59 |
|