WF
WoodTrust Financial’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
8,159
-101
| -1% | -$10.9K | 0.11% | 88 |
|
|
2025
Q1 | $982K | Sell |
8,260
-39
| -0.5% | -$4.64K | 0.14% | 84 |
|
|
2024
Q4 | $893K | Sell |
8,299
-383
| -4% | -$41.2K | 0.13% | 85 |
|
|
2024
Q3 | $1.02M | Buy |
8,682
+23
| +0.3% | +$2.7K | 0.14% | 85 |
|
|
2024
Q2 | $997K | Buy |
8,659
+813
| +10% | +$93.6K | 0.16% | 86 |
|
|
2024
Q1 | $912 | Sell |
7,846
-386
| -5% | -$45 | 0.14% | 90 |
|
|
2023
Q4 | $823K | Hold |
8,232
| – | – | 0.14% | 87 |
|
|
2023
Q3 | $968K | Sell |
8,232
-300
| -4% | -$35.3K | 0.19% | 80 |
|
|
2023
Q2 | $915K | Buy |
8,532
+300
| +4% | +$32.2K | 0.17% | 84 |
|
|
2023
Q1 | $903K | Hold |
8,232
| – | – | 0.18% | 80 |
|
|
2022
Q4 | $908K | Hold |
8,232
| – | – | 0.19% | 76 |
|
|
2022
Q3 | $719K | Sell |
8,232
-544
| -6% | -$47.5K | 0.16% | 89 |
|
|
2022
Q2 | $752K | Buy |
8,776
+5,500
| +168% | +$471K | 0.17% | 79 |
|
|
2022
Q1 | $271K | Sell |
3,276
-437
| -12% | -$36.2K | 0.06% | 132 |
|
|
2021
Q4 | $227K | Sell |
3,713
-1,786
| -32% | -$109K | 0.05% | 132 |
|
|
2021
Q3 | $323K | Sell |
5,499
-1,059
| -16% | -$62.2K | 0.08% | 104 |
|
|
2021
Q2 | $414K | Buy |
+6,558
| New | +$414K | 0.11% | 69 |
|
|
2020
Q3 | – | Sell |
-5,899
| Closed | -$263K | – | 112 |
|
|
2020
Q2 | $263K | Sell |
5,899
-40
| -0.7% | -$1.78K | 0.11% | 68 |
|
|
2020
Q1 | $225K | Sell |
5,939
-33,945
| -85% | -$1.29M | 0.11% | 65 |
|
|
2019
Q4 | $2.78M | Sell |
39,884
-1,941
| -5% | -$135K | 1.1% | 34 |
|
|
2019
Q3 | $2.95M | Buy |
41,825
+34,072
| +439% | +$2.41M | 1.27% | 31 |
|
|
2019
Q2 | $594K | Sell |
7,753
-1,550
| -17% | -$119K | 0.27% | 47 |
|
|
2019
Q1 | $752K | Hold |
9,303
| – | – | 0.36% | 47 |
|
|
2018
Q4 | $634K | Sell |
9,303
-26,349
| -74% | -$1.8M | 0.36% | 49 |
|
|
2018
Q3 | $3.03M | Buy |
35,652
+836
| +2% | +$71.1K | 1.47% | 24 |
|
|
2018
Q2 | $2.88M | Sell |
34,816
-19,113
| -35% | -$1.58M | 1.51% | 23 |
|
|
2018
Q1 | $4.02M | Buy |
53,929
+3,284
| +6% | +$245K | 2.16% | 14 |
|
|
2017
Q4 | $4.24M | Buy |
+50,645
| New | +$4.24M | 2.25% | 13 |
|