Advantage Trust Company’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 | $275K | Buy |
2,550
+1,750
| +219% | +$189K | 0.14% | 54 |
|
|
2025
Q1 | $95.1K | Hold |
800
| – | – | 0.06% | 68 |
|
|
2024
Q4 | $86.1K | Hold |
800
| – | – | 0.05% | 79 |
|
|
2024
Q3 | $93.8K | Buy |
800
+200
| +33% | +$23.4K | 0.06% | 73 |
|
|
2024
Q2 | $69.1K | Sell |
600
-800
| -57% | -$92.1K | 0.05% | 95 |
|
|
2024
Q1 | $163K | Hold |
1,400
| – | – | 0.12% | 50 |
|
|
2023
Q4 | $140K | Buy |
+1,400
| New | +$140K | 0.11% | 55 |
|