WCM
Windsor Capital Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Sell |
8,845
-325
| -4% | -$35K | 0.28% | 55 |
|
|
2025
Q1 | $1.09M | Sell |
9,170
-581
| -6% | -$69.1K | 0.33% | 49 |
|
|
2024
Q4 | $1.05M | Sell |
9,751
-447
| -4% | -$48.1K | 0.31% | 49 |
|
|
2024
Q3 | $1.2M | Sell |
10,198
-257
| -2% | -$30.1K | 0.35% | 47 |
|
|
2024
Q2 | $1.2M | Buy |
10,455
+22
| +0.2% | +$2.53K | 0.37% | 45 |
|
|
2024
Q1 | $1.21M | Buy |
10,433
+30
| +0.3% | +$3.49K | 0.38% | 47 |
|
|
2023
Q4 | $1.04M | Sell |
10,403
-57
| -0.5% | -$5.7K | 0.34% | 52 |
|
|
2023
Q3 | $1.23M | Sell |
10,460
-153
| -1% | -$18K | 0.43% | 42 |
|
|
2023
Q2 | $1.14M | Sell |
10,613
-54
| -0.5% | -$5.79K | 0.38% | 46 |
|
|
2023
Q1 | $1.17M | Sell |
10,667
-158
| -1% | -$17.3K | 0.4% | 41 |
|
|
2022
Q4 | $1.19M | Sell |
10,825
-750
| -6% | -$82.7K | 0.43% | 44 |
|
|
2022
Q3 | $1.01M | Sell |
11,575
-281
| -2% | -$24.5K | 0.38% | 48 |
|
|
2022
Q2 | $1.02M | Sell |
11,856
-138
| -1% | -$11.8K | 0.36% | 50 |
|
|
2022
Q1 | $990K | Buy |
11,994
+112
| +0.9% | +$9.25K | 0.31% | 55 |
|
|
2021
Q4 | $727K | Buy |
11,882
+581
| +5% | +$35.5K | 0.22% | 68 |
|
|
2021
Q3 | $664K | Sell |
11,301
-754
| -6% | -$44.3K | 0.21% | 74 |
|
|
2021
Q2 | $760K | Buy |
12,055
+46
| +0.4% | +$2.9K | 0.25% | 66 |
|
|
2021
Q1 | $670K | Sell |
12,009
-646
| -5% | -$36K | 0.23% | 71 |
|
|
2020
Q4 | $521K | Sell |
12,655
-2,863
| -18% | -$118K | 0.19% | 82 |
|
|
2020
Q3 | $532K | Sell |
15,518
-2,347
| -13% | -$80.5K | 0.22% | 78 |
|
|
2020
Q2 | $798K | Sell |
17,865
-5,337
| -23% | -$238K | 0.34% | 60 |
|
|
2020
Q1 | $881K | Sell |
23,202
-613
| -3% | -$23.3K | 0.45% | 48 |
|
|
2019
Q4 | $1.66M | Buy |
23,815
+930
| +4% | +$64.9K | 0.7% | 37 |
|
|
2019
Q3 | $1.62M | Buy |
22,885
+2,156
| +10% | +$152K | 0.72% | 35 |
|
|
2019
Q2 | $1.59M | Sell |
20,729
-817
| -4% | -$62.6K | 0.73% | 32 |
|
|
2019
Q1 | $1.74M | Buy |
21,546
+222
| +1% | +$17.9K | 0.82% | 31 |
|
|
2018
Q4 | $1.45M | Sell |
21,324
-579
| -3% | -$39.5K | 0.75% | 31 |
|
|
2018
Q3 | $1.86M | Buy |
21,903
+211
| +1% | +$17.9K | 0.84% | 31 |
|
|
2018
Q2 | $1.79M | Sell |
21,692
-244
| -1% | -$20.2K | 0.84% | 29 |
|
|
2018
Q1 | $1.64M | Buy |
21,936
+1,355
| +7% | +$101K | 0.77% | 30 |
|
|
2017
Q4 | $1.72M | Buy |
20,581
+143
| +0.7% | +$12K | 0.8% | 31 |
|
|
2017
Q3 | $1.65M | Hold |
20,438
| – | – | 0.83% | 28 |
|
|
2017
Q2 | $1.65M | Sell |
20,438
-382
| -2% | -$30.8K | 0.83% | 28 |
|
|
2017
Q1 | $1.71M | Sell |
20,820
-495
| -2% | -$40.6K | 0.88% | 28 |
|
|
2016
Q4 | $1.92M | Buy |
21,315
+1,143
| +6% | +$103K | 1.04% | 26 |
|
|
2016
Q3 | $1.76M | Buy |
20,172
+234
| +1% | +$20.4K | 0.96% | 28 |
|
|
2016
Q2 | $1.87M | Buy |
19,938
+1,269
| +7% | +$119K | 1.09% | 25 |
|
|
2016
Q1 | $1.56M | Buy |
18,669
+776
| +4% | +$64.8K | 0.97% | 28 |
|
|
2015
Q4 | $1.39M | Buy |
17,893
+407
| +2% | +$31.7K | 0.87% | 33 |
|
|
2015
Q3 | $1.3M | Buy |
17,486
+3,843
| +28% | +$286K | 0.77% | 35 |
|
|
2015
Q2 | $1.14M | Buy |
13,643
+3,608
| +36% | +$300K | 0.66% | 39 |
|
|
2015
Q1 | $853K | Buy |
10,035
+1,165
| +13% | +$99K | 0.49% | 47 |
|
|
2014
Q4 | $820K | Sell |
8,870
-231
| -3% | -$21.4K | 0.46% | 44 |
|
|
2014
Q3 | $856K | Sell |
9,101
-409
| -4% | -$38.5K | 0.49% | 42 |
|
|
2014
Q2 | $958K | Buy |
9,510
+284
| +3% | +$28.6K | 0.54% | 41 |
|
|
2014
Q1 | $901K | Sell |
9,226
-318
| -3% | -$31.1K | 0.54% | 41 |
|
|
2013
Q4 | $966K | Buy |
9,544
+425
| +5% | +$43K | 0.57% | 35 |
|
|
2013
Q3 | $785K | Buy |
9,119
+265
| +3% | +$22.8K | 0.45% | 42 |
|
|
2013
Q2 | $800K | Buy |
+8,854
| New | +$800K | 0.48% | 43 |
|