AFAS
Acorn Financial Advisory Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
15,444
-1,221
| -7% | -$132K | 0.27% | 43 |
|
|
2025
Q1 | $1.98M | Sell |
16,665
-5,872
| -26% | -$698K | 0.36% | 35 |
|
|
2024
Q4 | $2.42M | Buy |
22,537
+54
| +0.2% | +$5.81K | 0.4% | 34 |
|
|
2024
Q3 | $2.64M | Sell |
22,483
-94
| -0.4% | -$11K | 0.47% | 26 |
|
|
2024
Q2 | $2.6M | Buy |
22,577
+1,940
| +9% | +$223K | 0.49% | 26 |
|
|
2024
Q1 | $2.4M | Sell |
20,637
-1,516
| -7% | -$176K | 0.45% | 29 |
|
|
2023
Q4 | $2.22M | Buy |
22,153
+118
| +0.5% | +$11.8K | 0.39% | 33 |
|
|
2023
Q3 | $2.59M | Buy |
22,035
+1,294
| +6% | +$152K | 0.46% | 29 |
|
|
2023
Q2 | $2.22M | Buy |
20,741
+1,646
| +9% | +$177K | 0.4% | 29 |
|
|
2023
Q1 | $2.09M | Sell |
19,095
-194
| -1% | -$21.3K | 0.41% | 28 |
|
|
2022
Q4 | $2.13M | Sell |
19,289
-1,258
| -6% | -$139K | 0.45% | 24 |
|
|
2022
Q3 | $1.79M | Sell |
20,547
-1,997
| -9% | -$174K | 0.43% | 27 |
|
|
2022
Q2 | $1.93M | Sell |
22,544
-1,650
| -7% | -$141K | 0.46% | 26 |
|
|
2022
Q1 | $2M | Sell |
24,194
-5,497
| -19% | -$454K | 0.4% | 34 |
|
|
2021
Q4 | $1.82M | Sell |
29,691
-3,271
| -10% | -$200K | 0.36% | 45 |
|
|
2021
Q3 | $1.94M | Sell |
32,962
-4,132
| -11% | -$243K | 0.6% | 37 |
|
|
2021
Q2 | $2.34M | Sell |
37,094
-5,403
| -13% | -$341K | 0.69% | 28 |
|
|
2021
Q1 | $2.38M | Buy |
42,497
+2,143
| +5% | +$120K | 0.87% | 20 |
|
|
2020
Q4 | $1.66M | Buy |
40,354
+7,364
| +22% | +$303K | 0.65% | 33 |
|
|
2020
Q3 | $1.13M | Sell |
32,990
-9,402
| -22% | -$323K | 0.59% | 46 |
|
|
2020
Q2 | $1.9M | Buy |
42,392
+21,525
| +103% | +$963K | 1.32% | 12 |
|
|
2020
Q1 | $792K | Sell |
20,867
-11,513
| -36% | -$437K | 0.78% | 37 |
|
|
2019
Q4 | $2.26M | Buy |
+32,380
| New | +$2.26M | 1.9% | 5 |
|