Act 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
$2.03M Sell
18,836
-124
-0.7% -$13.4K 0.86% 14
2025
Q1
$2.25M Buy
18,960
+35
+0.2% +$4.16K 1.02% 13
2024
Q4
$2.04M Sell
18,925
-51
-0.3% -$5.49K 0.95% 13
2024
Q3
$2.22M Sell
18,976
-154
-0.8% -$18.1K 0.99% 13
2024
Q2
$2.2M Buy
19,130
+472
+3% +$54.3K 1.08% 12
2024
Q1
$2.17M Sell
18,658
-5
-0% -$581 1.09% 11
2023
Q4
$1.87M Buy
18,663
+38
+0.2% +$3.8K 1.01% 12
2023
Q3
$2.19M Buy
18,625
+143
+0.8% +$16.8K 1.47% 10
2023
Q2
$1.98M Sell
18,482
-70
-0.4% -$7.51K 1.12% 11
2023
Q1
$2.03M Sell
18,552
-480
-3% -$52.6K 1.21% 11
2022
Q4
$2.1M Sell
19,032
-388
-2% -$42.8K 1.33% 11
2022
Q3
$1.7M Buy
19,420
+59
+0.3% +$5.15K 1.21% 11
2022
Q2
$1.66M Buy
19,361
+41
+0.2% +$3.51K 1.08% 11
2022
Q1
$1.6M Sell
19,320
-780
-4% -$64.4K 0.91% 11
2021
Q4
$1.23M Sell
20,100
-38
-0.2% -$2.33K 0.71% 10
2021
Q3
$1.27M Hold
20,138
0.78% 9
2021
Q2
$1.27M Hold
20,138
0.78% 9
2021
Q1
$1.12M Sell
20,138
-750
-4% -$41.9K 0.73% 9
2020
Q4
$861K Buy
+20,888
New +$861K 0.55% 10