1776 Wealth’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 | $991K | Hold |
9,193
| – | – | 0.41% | 46 |
|
|
2025
Q1 | $1.09M | Hold |
9,193
| – | – | 0.5% | 39 |
|
|
2024
Q4 | $989K | Buy |
+9,193
| New | +$989K | 0.45% | 41 |
|
|
2024
Q3 | – | Sell |
-9,773
| Closed | -$1.13M | – | 149 |
|
|
2024
Q2 | $1.13M | Buy |
+9,773
| New | +$1.13M | 0.51% | 39 |
|
|
2024
Q1 | – | Sell |
-2,814
| Closed | -$281K | – | 136 |
|
|
2023
Q4 | $281K | Hold |
2,814
| – | – | 0.14% | 106 |
|
|
2023
Q3 | $331K | Hold |
2,814
| – | – | 0.17% | 97 |
|
|
2023
Q2 | $302K | Sell |
2,814
-2
| -0.1% | -$215 | 0.16% | 107 |
|
|
2023
Q1 | $309K | Buy |
2,816
+22
| +0.8% | +$2.41K | 0.19% | 90 |
|
|
2022
Q4 | $308K | Buy |
2,794
+2
| +0.1% | +$220 | 0.22% | 92 |
|
|
2022
Q3 | $244K | Sell |
2,792
-150
| -5% | -$13.1K | 0.19% | 97 |
|
|
2022
Q2 | $252K | Hold |
2,942
| – | – | 0.18% | 101 |
|
|
2022
Q1 | $243K | Buy |
+2,942
| New | +$243K | 0.14% | 108 |
|
|
2020
Q3 | – | Sell |
-2,992
| Closed | -$133K | – | 317 |
|
|
2020
Q2 | $133K | Sell |
2,992
-2,992
| -50% | -$133K | 0.09% | 125 |
|
|
2020
Q1 | $321K | Buy |
5,984
+2,992
| +100% | +$161K | 0.14% | 114 |
|
|
2019
Q4 | $208K | Buy |
+2,992
| New | +$208K | 0.18% | 97 |
|