Waddell & Associates’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 | $1.75M | Sell |
16,246
-554
| -3% | -$59.7K | 0.19% | 38 |
|
|
2025
Q1 | $2M | Sell |
16,800
-142
| -0.8% | -$16.9K | 0.24% | 34 |
|
|
2024
Q4 | $1.82M | Buy |
16,942
+2,718
| +19% | +$292K | 0.19% | 36 |
|
|
2024
Q3 | $1.67M | Buy |
14,224
+179
| +1% | +$21K | 0.2% | 37 |
|
|
2024
Q2 | $1.62M | Buy |
14,045
+81
| +0.6% | +$9.32K | 0.21% | 37 |
|
|
2024
Q1 | $1.62M | Sell |
13,964
-692
| -5% | -$80.4K | 0.22% | 35 |
|
|
2023
Q4 | $1.48M | Sell |
14,656
-4,671
| -24% | -$471K | 0.2% | 39 |
|
|
2023
Q3 | $2.27M | Sell |
19,327
-260
| -1% | -$30.6K | 0.33% | 30 |
|
|
2023
Q2 | $2.1M | Buy |
19,587
+792
| +4% | +$84.9K | 0.31% | 30 |
|
|
2023
Q1 | $2.06M | Buy |
18,795
+880
| +5% | +$96.5K | 0.32% | 28 |
|
|
2022
Q4 | $1.98M | Sell |
17,915
-44
| -0.2% | -$4.85K | 0.33% | 30 |
|
|
2022
Q3 | $1.57M | Sell |
17,959
-1,440
| -7% | -$126K | 0.3% | 28 |
|
|
2022
Q2 | $1.66M | Sell |
19,399
-101
| -0.5% | -$8.65K | 0.34% | 26 |
|
|
2022
Q1 | $1.61M | Buy |
19,500
+3,351
| +21% | +$277K | 0.26% | 29 |
|
|
2021
Q4 | $988K | Sell |
16,149
-1,076
| -6% | -$65.8K | 0.16% | 38 |
|
|
2021
Q3 | $1.01M | Buy |
17,225
+112
| +0.7% | +$6.59K | 0.17% | 40 |
|
|
2021
Q2 | $1.08K | Buy |
+17,113
| New | +$1.08K | 0.16% | 32 |
|