Affinity Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
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|
2025
Q1 | $466K | Hold |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $278K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Sell |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $522K | Sell |
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|
2019
Q1 | $588K | Hold |
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|
2018
Q4 | $497K | Buy |
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|
2017
Q3 | $549K | Sell |
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|
2017
Q2 | $557K | Sell |
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|
2017
Q1 | $664K | Sell |
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|
2016
Q4 | $746K | Buy |
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|
2016
Q3 | $675K | Sell |
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|
2016
Q2 | $735K | Hold |
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|
2016
Q1 | $655K | Hold |
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|
2015
Q4 | $611K | Hold |
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|
2015
Q3 | $583K | Hold |
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|
2015
Q2 | $652K | Hold |
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|
2015
Q1 | $666K | Buy |
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|
2014
Q4 | $724K | Buy |
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|
2014
Q2 | $769K | Buy |
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|
2013
Q3 | $625K | Sell |
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|
2013
Q2 | $659K | Buy |
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