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 |
|