Winthrop Advisory Group’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 | $606K | Buy |
5,621
+1,123
| +25% | +$121K | 0.06% | 90 |
|
|
2025
Q1 | $535K | Sell |
4,498
-8,019
| -64% | -$954K | 0.06% | 90 |
|
|
2024
Q4 | $1.35M | Buy |
12,517
+3,792
| +43% | +$408K | 0.16% | 51 |
|
|
2024
Q3 | $1.02M | Buy |
8,725
+4,539
| +108% | +$532K | 0.13% | 56 |
|
|
2024
Q2 | $482K | Buy |
4,186
+21
| +0.5% | +$2.42K | 0.07% | 86 |
|
|
2024
Q1 | $484K | Buy |
4,165
+209
| +5% | +$24.3K | 0.07% | 85 |
|
|
2023
Q4 | $395K | Buy |
3,956
+425
| +12% | +$42.5K | 0.06% | 90 |
|
|
2023
Q3 | $415K | Sell |
3,531
-121
| -3% | -$14.2K | 0.07% | 83 |
|
|
2023
Q2 | $392K | Buy |
3,652
+335
| +10% | +$35.9K | 0.06% | 90 |
|
|
2023
Q1 | $364K | Buy |
3,317
+34
| +1% | +$3.73K | 0.06% | 91 |
|
|
2022
Q4 | $362K | Sell |
3,283
-396
| -11% | -$43.7K | 0.07% | 88 |
|
|
2022
Q3 | $321K | Buy |
3,679
+246
| +7% | +$21.5K | 0.07% | 80 |
|
|
2022
Q2 | $294K | Buy |
3,433
+288
| +9% | +$24.7K | 0.07% | 89 |
|
|
2022
Q1 | $260K | Buy |
+3,145
| New | +$260K | 0.05% | 111 |
|
|
2021
Q3 | – | Sell |
-3,390
| Closed | -$214K | – | 145 |
|
|
2021
Q2 | $214K | Sell |
3,390
-431
| -11% | -$27.2K | 0.05% | 125 |
|
|
2021
Q1 | $213K | Buy |
+3,821
| New | +$213K | 0.05% | 127 |
|
|
2020
Q3 | – | Sell |
-7,719
| Closed | -$337K | – | 117 |
|
|
2020
Q2 | $337K | Sell |
7,719
-997
| -11% | -$43.5K | 0.12% | 62 |
|
|
2020
Q1 | $331K | Sell |
8,716
-1,356
| -13% | -$51.5K | 0.13% | 52 |
|
|
2019
Q4 | $703K | Sell |
10,072
-2,153
| -18% | -$150K | 0.25% | 45 |
|
|
2019
Q3 | $863K | Buy |
12,225
+977
| +9% | +$69K | 0.34% | 34 |
|
|
2019
Q2 | $862K | Sell |
11,248
-901
| -7% | -$69K | 0.36% | 33 |
|
|
2019
Q1 | $987K | Buy |
12,149
+352
| +3% | +$28.6K | 0.43% | 31 |
|
|
2018
Q4 | $804K | Sell |
11,797
-73
| -0.6% | -$4.98K | 0.41% | 31 |
|
|
2018
Q3 | $1.01M | Sell |
11,870
-1,200
| -9% | -$102K | 0.57% | 25 |
|
|
2018
Q2 | $1.08M | Sell |
13,070
-1,342
| -9% | -$111K | 0.71% | 19 |
|
|
2018
Q1 | $1.13M | Sell |
14,412
-1,600
| -10% | -$125K | 0.79% | 17 |
|
|
2017
Q4 | $1.38M | Buy |
+16,012
| New | +$1.38M | 0.98% | 15 |
|