Van Strum & Towne’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
$4.93M Sell
45,706
-2,888
-6% -$311K 1.55% 23
2025
Q1
$5.78M Buy
48,594
+2,792
+6% +$332K 1.94% 18
2024
Q4
$4.93M Buy
45,802
+3,923
+9% +$422K 1.73% 20
2024
Q3
$4.91M Sell
41,879
-349
-0.8% -$40.9K 1.7% 21
2024
Q2
$4.86M Sell
42,228
-8
-0% -$921 1.76% 20
2024
Q1
$4.91M Buy
42,236
+46
+0.1% +$5.35K 1.79% 21
2023
Q4
$4.22M Sell
42,190
-257
-0.6% -$25.7K 1.65% 22
2023
Q3
$4.99M Buy
42,447
+4,400
+12% +$517K 2.11% 14
2023
Q2
$4.08M Sell
38,047
-215
-0.6% -$23.1K 1.69% 21
2023
Q1
$4.2M Sell
38,262
-83
-0.2% -$9.1K 1.79% 20
2022
Q4
$4.23M Sell
38,345
-358
-0.9% -$39.5K 1.82% 19
2022
Q3
$3.38M Sell
38,703
-25
-0.1% -$2.18K 1.56% 22
2022
Q2
$3.32M Sell
38,728
-75
-0.2% -$6.42K 1.41% 23
2022
Q1
$3.21M Buy
38,803
+131
+0.3% +$10.8K 1.2% 27
2021
Q4
$2.37M Buy
38,672
+188
+0.5% +$11.5K 0.86% 29
2021
Q3
$2.26M Hold
38,484
0.89% 29
2021
Q2
$2.43M Hold
38,484
1.16% 25
2021
Q1
$2.15M Buy
38,484
+800
+2% +$44.7K 1.08% 26
2020
Q4
$1.55M Buy
37,684
+4,231
+13% +$174K 0.86% 28
2020
Q3
$1.15M Hold
33,453
0.75% 30
2020
Q2
$1.5M Sell
33,453
-150
-0.4% -$6.71K 1.04% 25
2020
Q1
$1.28M Sell
33,603
-1,307
-4% -$49.6K 1.01% 24
2019
Q4
$2.44M Sell
34,910
-1,164
-3% -$81.2K 1.5% 23
2019
Q3
$2.55M Buy
36,074
+1,535
+4% +$108K 1.68% 20
2019
Q2
$2.65M Sell
34,539
-256
-0.7% -$19.6K 1.88% 19
2019
Q1
$2.81M Hold
34,795
2.09% 17
2018
Q4
$2.37M Sell
34,795
-1,094
-3% -$74.6K 2% 21
2018
Q3
$3.05M Sell
35,889
-600
-2% -$51K 1.97% 23
2018
Q2
$3.02M Hold
36,489
2.09% 22
2018
Q1
$2.72M Hold
36,489
1.91% 24
2017
Q4
$3.05M Sell
36,489
-400
-1% -$33.5K 2.03% 23
2017
Q3
$3.02M Sell
36,889
-1,044
-3% -$85.6K 1.97% 23
2017
Q2
$3.06M Sell
37,933
-500
-1% -$40.4K 2% 22
2017
Q1
$3.15M Sell
38,433
-3,101
-7% -$254K 2.03% 22
2016
Q4
$3.75M Sell
41,534
-655
-2% -$59.1K 2.35% 19
2016
Q3
$3.68M Sell
42,189
-350
-0.8% -$30.5K 2.42% 17
2016
Q2
$3.99M Sell
42,539
-157
-0.4% -$14.7K 2.65% 16
2016
Q1
$3.57M Hold
42,696
2.37% 17
2015
Q4
$3.33M Sell
42,696
-64
-0.1% -$4.99K 2.16% 20
2015
Q3
$3.18M Hold
42,760
2.17% 21
2015
Q2
$3.56M Sell
42,760
-215
-0.5% -$17.9K 2.19% 21
2015
Q1
$3.65M Sell
42,975
-225
-0.5% -$19.1K 2.27% 18
2014
Q4
$3.99M Sell
43,200
-94
-0.2% -$8.69K 2.47% 17
2014
Q3
$4.07M Buy
43,294
+1,591
+4% +$150K 2.66% 14
2014
Q2
$4.2M Sell
41,703
-696
-2% -$70.1K 2.74% 15
2014
Q1
$4.14M Sell
42,399
-324
-0.8% -$31.7K 2.67% 15
2013
Q4
$4.32M Buy
42,723
+53
+0.1% +$5.36K 2.88% 13
2013
Q3
$3.67M Sell
42,670
-1,220
-3% -$105K 2.74% 13
2013
Q2
$3.97M Buy
+43,890
New +$3.97M 3.05% 13