WSTAM
Wilbanks Smith & Thomas Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $9.34M | Sell |
80,336
-4,627
| -5% | -$538K | 0.26% | 87 |
|
|
2023
Q4 | $8.49M | Sell |
84,963
-10,269
| -11% | -$1.03M | 0.26% | 87 |
|
|
2023
Q3 | $11.2M | Sell |
95,232
-5,796
| -6% | -$681K | 0.39% | 60 |
|
|
2023
Q2 | $10.8M | Sell |
101,028
-2,186
| -2% | -$234K | 0.36% | 67 |
|
|
2023
Q1 | $11.3M | Sell |
103,214
-3,247
| -3% | -$356K | 0.39% | 66 |
|
|
2022
Q4 | $11.7M | Buy |
106,461
+371
| +0.3% | +$40.9K | 0.45% | 59 |
|
|
2022
Q3 | $9.26M | Buy |
106,090
+1,448
| +1% | +$126K | 0.4% | 62 |
|
|
2022
Q2 | $8.96M | Buy |
104,642
+7,220
| +7% | +$618K | 0.38% | 68 |
|
|
2022
Q1 | $8.59M | Sell |
97,422
-4,800
| -5% | -$423K | 0.34% | 71 |
|
|
2021
Q4 | $6.26M | Buy |
102,222
+21,372
| +26% | +$1.31M | 0.22% | 103 |
|
|
2021
Q3 | $4.76M | Buy |
80,850
+1,961
| +2% | +$115K | 0.19% | 109 |
|
|
2021
Q2 | $4.98M | Buy |
78,889
+4,106
| +5% | +$259K | 0.2% | 106 |
|
|
2021
Q1 | $4.18M | Buy |
74,783
+20,984
| +39% | +$1.17M | 0.18% | 109 |
|
|
2020
Q4 | $2.22M | Sell |
53,799
-3,383
| -6% | -$139K | 0.1% | 134 |
|
|
2020
Q3 | $1.96M | Sell |
57,182
-5,759
| -9% | -$198K | 0.11% | 135 |
|
|
2020
Q2 | $2.82M | Sell |
62,941
-8,434
| -12% | -$377K | 0.17% | 104 |
|
|
2020
Q1 | $2.71M | Sell |
71,375
-7,123
| -9% | -$270K | 0.2% | 94 |
|
|
2019
Q4 | $5.48M | Sell |
78,498
-2,708
| -3% | -$189K | 0.32% | 66 |
|
|
2019
Q3 | $5.73M | Sell |
81,206
-1,052
| -1% | -$74.3K | 0.36% | 61 |
|
|
2019
Q2 | $6.3M | Sell |
82,258
-1,148
| -1% | -$88K | 0.41% | 52 |
|
|
2019
Q1 | $6.74M | Buy |
83,406
+9,303
| +13% | +$752K | 0.44% | 54 |
|
|
2018
Q4 | $5.05M | Sell |
74,103
-3,334
| -4% | -$227K | 0.35% | 53 |
|
|
2018
Q3 | $6.58M | Sell |
77,437
-24,567
| -24% | -$2.09M | 0.4% | 47 |
|
|
2018
Q2 | $8.44M | Sell |
102,004
-823
| -0.8% | -$68.1K | 0.68% | 30 |
|
|
2018
Q1 | $7.67M | Sell |
102,827
-1,529
| -1% | -$114K | 0.62% | 33 |
|
|
2017
Q4 | $8.73M | Buy |
104,356
+14,998
| +17% | +$1.25M | 0.69% | 31 |
|
|
2017
Q3 | $7.33M | Sell |
89,358
-1,053
| -1% | -$86.3K | 0.62% | 29 |
|
|
2017
Q2 | $7.3M | Sell |
90,411
-2,775
| -3% | -$224K | 0.64% | 28 |
|
|
2017
Q1 | $7.64M | Buy |
93,186
+570
| +0.6% | +$46.7K | 0.65% | 29 |
|
|
2016
Q4 | $8.36M | Buy |
92,616
+9,997
| +12% | +$902K | 0.75% | 27 |
|
|
2016
Q3 | $7.21M | Sell |
82,619
-4,795
| -5% | -$419K | 0.67% | 31 |
|
|
2016
Q2 | $8.19M | Buy |
87,414
+544
| +0.6% | +$51K | 0.85% | 26 |
|
|
2016
Q1 | $7.26M | Buy |
86,870
+180
| +0.2% | +$15K | 0.88% | 23 |
|
|
2015
Q4 | $6.76M | Buy |
86,690
+3,480
| +4% | +$271K | 0.67% | 26 |
|
|
2015
Q3 | $6.19M | Sell |
83,210
-6,307
| -7% | -$469K | 0.88% | 21 |
|
|
2015
Q2 | $7.45M | Buy |
89,517
+551
| +0.6% | +$45.8K | 0.73% | 24 |
|
|
2015
Q1 | $7.56M | Sell |
88,966
-6,090
| -6% | -$518K | 0.74% | 23 |
|
|
2014
Q4 | $8.79M | Sell |
95,056
-2,922
| -3% | -$270K | 0.9% | 23 |
|
|
2014
Q3 | $9.22M | Buy |
97,978
+316
| +0.3% | +$29.7K | 1% | 25 |
|
|
2014
Q2 | $9.83M | Sell |
97,662
-2,219
| -2% | -$223K | 1.05% | 24 |
|
|
2014
Q1 | $9.76M | Sell |
99,881
-3,341
| -3% | -$326K | 1.1% | 23 |
|
|
2013
Q4 | $10.4M | Sell |
103,222
-2,231
| -2% | -$226K | 1.24% | 22 |
|
|
2013
Q3 | $9.07M | Sell |
105,453
-1,552
| -1% | -$134K | 1.21% | 22 |
|
|
2013
Q2 | $9.67M | Buy |
+107,005
| New | +$9.67M | 1.48% | 16 |
|