Wambolt & 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 | $824K | Buy |
7,543
+8
| +0.1% | +$874 | 0.28% | 94 |
|
|
2025
Q1 | $897K | Sell |
7,535
-197
| -3% | -$23.5K | 0.3% | 87 |
|
|
2024
Q4 | $832K | Sell |
7,732
-3,103
| -29% | -$334K | 0.27% | 95 |
|
|
2024
Q3 | $1.3M | Sell |
10,835
-556
| -5% | -$66.7K | 0.36% | 84 |
|
|
2024
Q2 | $1.31M | Buy |
11,391
+59
| +0.5% | +$6.78K | 0.38% | 78 |
|
|
2024
Q1 | $1.33M | Sell |
11,332
-1,143
| -9% | -$134K | 0.4% | 79 |
|
|
2023
Q4 | $1.25M | Buy |
12,475
+2,831
| +29% | +$283K | 0.41% | 82 |
|
|
2023
Q3 | $1.12M | Buy |
9,644
+3,527
| +58% | +$408K | 0.4% | 87 |
|
|
2023
Q2 | $656K | Buy |
6,117
+121
| +2% | +$13K | 0.23% | 136 |
|
|
2023
Q1 | $696K | Sell |
5,996
-70
| -1% | -$8.13K | 0.25% | 132 |
|
|
2022
Q4 | $669K | Buy |
6,066
+79
| +1% | +$8.71K | 0.26% | 126 |
|
|
2022
Q3 | $523K | Hold |
5,987
| – | – | 0.22% | 138 |
|
|
2022
Q2 | $513K | Buy |
5,987
+38
| +0.6% | +$3.26K | 0.21% | 142 |
|
|
2022
Q1 | $494K | Buy |
5,949
+83
| +1% | +$6.89K | 0.18% | 154 |
|
|
2021
Q4 | $359K | Buy |
5,866
+19
| +0.3% | +$1.16K | 0.13% | 178 |
|
|
2021
Q3 | $356K | Sell |
5,847
-243
| -4% | -$14.8K | 0.14% | 174 |
|
|
2021
Q2 | $385K | Buy |
+6,090
| New | +$385K | 0.16% | 166 |
|
|
2020
Q3 | – | Sell |
-5,422
| Closed | -$242K | – | 188 |
|
|
2020
Q2 | $242K | Sell |
5,422
-487
| -8% | -$21.7K | 0.19% | 159 |
|
|
2020
Q1 | $224K | Sell |
5,909
-949
| -14% | -$36K | 0.23% | 139 |
|
|
2019
Q4 | $479K | Buy |
6,858
+57
| +0.8% | +$3.98K | 0.37% | 91 |
|
|
2019
Q3 | $480K | Buy |
6,801
+45
| +0.7% | +$3.18K | 0.4% | 86 |
|
|
2019
Q2 | $518K | Buy |
6,756
+237
| +4% | +$18.2K | 0.44% | 74 |
|
|
2019
Q1 | $534K | Sell |
6,519
-97
| -1% | -$7.95K | 0.49% | 68 |
|
|
2018
Q4 | $451K | Buy |
+6,616
| New | +$451K | 0.5% | 63 |
|