Affinity Wealth Management’s ExxonMobil XOM Stock Holding History

Affinity Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$775K	Buy	4,566 +30	+0.7%	+$4.38K	0.12%	46
2025 Q4	$546K	Buy	4,536 +464	+11%	+$53.8K	0.08%	58
2025 Q3	$459K	Hold	4,072	–	–	0.07%	60
2025 Q2	$439K	Buy	4,072 +154	+4%	+$16.5K	0.07%	62
2025 Q1	$466K	Hold	3,918	–	–	0.09%	60
2024 Q4	$421K	Hold	3,918	–	–	0.07%	63
2024 Q3	$459K	Hold	3,918	–	–	0.08%	64
2024 Q2	$451K	Buy	3,918 +372	+10%	+$43.3K	0.08%	62
2024 Q1	$412K	Buy	3,546 +110	+3%	+$11.5K	0.08%	65
2023 Q4	$344K	Hold	3,436	–	–	0.07%	70
2023 Q3	$404K	Sell	3,436 -402	-10%	-$44.1K	0.09%	64
2023 Q2	$412K	Buy	3,838 +143	+4%	+$15.6K	0.09%	66
2023 Q1	$405K	Sell	3,695 -102	-3%	-$11.3K	0.1%	70
2022 Q4	$419K	Buy	3,797 +613	+19%	+$65.7K	0.1%	61
2022 Q3	$278K	Buy	+3,184	New	+$291K	0.07%	75
2022 Q2	–	Sell	-3,184	Closed	-$278K	–	117
2022 Q1	$278K	Buy	+3,184	New	+$247K	0.06%	84
2020 Q1	–	Sell	-3,670	Closed	-$256K	–	112
2019 Q4	$256K	Sell	3,670 -2,865	-44%	-$198K	0.09%	84
2019 Q3	$461K	Sell	6,535 -272	-4%	-$19.7K	0.19%	61
2019 Q2	$522K	Sell	6,807 -476	-7%	-$36.8K	0.2%	58
2019 Q1	$588K	Hold	7,283	–	–	0.23%	62
2018 Q4	$497K	Buy	+7,283	New	+$571K	0.3%	50
2017 Q3	$549K	Sell	6,700 -203	-3%	-$16.1K	0.34%	24
2017 Q2	$557K	Sell	6,903 -1,201	-15%	-$98.3K	0.35%	21
2017 Q1	$664K	Sell	8,104 -162	-2%	-$13.5K	0.37%	19
2016 Q4	$746K	Buy	8,266 +527	+7%	+$46.1K	0.42%	15
2016 Q3	$675K	Sell	7,739 -100	-1%	-$8.87K	0.44%	20
2016 Q2	$735K	Hold	7,839	–	–	0.5%	15
2016 Q1	$655K	Hold	7,839	–	–	0.4%	22
2015 Q4	$611K	Hold	7,839	–	–	0.4%	19
2015 Q3	$583K	Hold	7,839	–	–	0.58%	16
2015 Q2	$652K	Hold	7,839	–	–	0.42%	18
2015 Q1	$666K	Buy	7,839 +5	+0.1%	+$443	0.39%	17
2014 Q4	$724K	Buy	+7,834	New	+$731K	0.58%	12
2014 Q2	$769K	Buy	+7,634	New	+$770K	0.74%	8
2013 Q3	$625K	Sell	7,265 -31	-0.4%	-$2.79K	0.27%	29
2013 Q2	$659K	Buy	+7,296	New	+$656K	0.31%	26