Wintrust Investments’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$156K Sell
1,453
-1,498
-51% -$161K 0.14% 121
2024
Q3
$346K Sell
2,951
-24,729
-89% -$2.9M 0.26% 69
2024
Q2
$3.19M Buy
27,680
+1,417
+5% +$163K 0.26% 67
2024
Q1
$3.05M Sell
26,263
-17,520
-40% -$2.04M 0.27% 75
2023
Q4
$4.27M Sell
43,783
-1,840
-4% -$180K 0.41% 50
2023
Q3
$5.13M Sell
45,623
-136
-0.3% -$15.3K 0.54% 37
2023
Q2
$4.68M Buy
45,759
+2,649
+6% +$271K 0.47% 42
2023
Q1
$4.37M Sell
43,110
-4,874
-10% -$494K 0.56% 35
2022
Q4
$4.73M Sell
47,984
-7,395
-13% -$729K 0.62% 34
2022
Q3
$4.56M Sell
55,379
-21,893
-28% -$1.8M 0.57% 35
2022
Q2
$6.06M Sell
77,272
-12,647
-14% -$991K 0.72% 30
2022
Q1
$6.45M Buy
89,919
+60,486
+206% +$4.34M 0.62% 32
2021
Q4
$1.8M Buy
29,433
+703
+2% +$43K 0.17% 112
2021
Q3
$1.69M Buy
28,730
+15,663
+120% +$921K 0.23% 83
2021
Q2
$824K Buy
13,067
+2,288
+21% +$144K 0.08% 188
2021
Q1
$602K Buy
10,779
+772
+8% +$43.1K 0.06% 237
2020
Q4
$412K Sell
10,007
-877
-8% -$36.1K 0.12% 117
2020
Q3
$374K Sell
10,884
-882
-7% -$30.3K 0.05% 240
2020
Q2
$526K Sell
11,766
-4,016
-25% -$180K 0.07% 184
2020
Q1
$599K Buy
15,782
+1,298
+9% +$49.3K 0.1% 146
2019
Q4
$1.01M Buy
14,484
+2,169
+18% +$151K 0.14% 123
2019
Q3
$870K Buy
12,315
+6,565
+114% +$464K 0.13% 137
2019
Q2
$441K Sell
5,750
-2,957
-34% -$227K 0.07% 215
2019
Q1
$704K Buy
8,707
+277
+3% +$22.4K 0.11% 153
2018
Q4
$575K Sell
8,430
-1,156
-12% -$78.8K 0.11% 165
2018
Q3
$815K Buy
9,586
+183
+2% +$15.6K 0.13% 146
2018
Q2
$778K Buy
9,403
+1,755
+23% +$145K 0.14% 151
2018
Q1
$571K Sell
7,648
-17,959
-70% -$1.34M 0.14% 130
2017
Q4
$2.14M Sell
25,607
-518
-2% -$43.3K 0.5% 37
2017
Q3
$2.14M Sell
26,125
-959
-4% -$78.6K 0.54% 33
2017
Q2
$2.19M Sell
27,084
-70
-0.3% -$5.65K 0.58% 32
2017
Q1
$2.23M Buy
27,154
+23,613
+667% +$1.94M 0.63% 23
2016
Q4
$320K Sell
3,541
-826
-19% -$74.6K 0.13% 147
2016
Q3
$381K Buy
4,367
+341
+8% +$29.8K 0.18% 111
2016
Q2
$77K Buy
+4,026
New +$77K 0.15% 54