Abound Wealth Management’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 | $320K | Buy |
2,967
+458
| +18% | +$49.4K | 0.09% | 54 |
|
2025
Q1 | $298K | Buy |
2,509
+1,247
| +99% | +$148K | 0.1% | 54 |
|
2024
Q4 | $136K | Sell |
1,262
-2
| -0.2% | -$215 | 0.04% | 83 |
|
2024
Q3 | $148K | Buy |
1,264
+191
| +18% | +$22.4K | 0.05% | 76 |
|
2024
Q2 | $124K | Buy |
1,073
+67
| +7% | +$7.72K | 0.05% | 79 |
|
2024
Q1 | $117K | Sell |
1,006
-1,144
| -53% | -$133K | 0.04% | 83 |
|
2023
Q4 | $215K | Buy |
2,150
+153
| +8% | +$15.3K | 0.09% | 55 |
|
2023
Q3 | $235K | Sell |
1,997
-610
| -23% | -$71.7K | 0.1% | 47 |
|
2023
Q2 | $280K | Buy |
2,607
+149
| +6% | +$16K | 0.12% | 45 |
|
2023
Q1 | $270K | Buy |
2,458
+221
| +10% | +$24.2K | 0.12% | 43 |
|
2022
Q4 | $247K | Buy |
2,237
+7
| +0.3% | +$772 | 0.12% | 44 |
|
2022
Q3 | $195K | Buy |
+2,230
| New | +$195K | 0.11% | 45 |
|