Wells Trecaso Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Sell |
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|
2025
Q1 | $7.41M | Buy |
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|
2024
Q4 | $6.65M | Buy |
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|
2024
Q3 | $7.24M | Buy |
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|
2024
Q2 | $7.09M | Sell |
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|
2024
Q1 | $7.2M | Buy |
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|
2023
Q4 | $6M | Buy |
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|
2023
Q3 | $7.01M | Buy |
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|
2023
Q2 | $6.3M | Buy |
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|
2023
Q1 | $6.37M | Buy |
|
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|
2022
Q4 | $6.32M | Buy |
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|
2022
Q3 | $4.91M | Buy |
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|
2022
Q2 | $4.79M | Buy |
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|
2022
Q1 | $4.61M | Buy |
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|
2021
Q4 | $3.2M | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $523K | Sell |
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|
2019
Q3 | $554K | Hold |
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|
2019
Q2 | $601K | Sell |
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|
2019
Q1 | $638K | Buy |
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|
2018
Q4 | $533K | Buy |
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|
2018
Q3 | $654K | Buy |
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|
2018
Q2 | $627K | Buy |
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|
2018
Q1 | $552K | Sell |
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|
2017
Q4 | $672K | Buy |
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