AFC
AFT Forsyth & Company’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
1,935
| – | – | 0.11% | 113 |
|
|
2025
Q1 | $230K | Hold |
1,935
| – | – | 0.12% | 119 |
|
|
2024
Q4 | $208K | Hold |
1,935
| – | – | 0.1% | 122 |
|
|
2024
Q3 | $227K | Sell |
1,935
-79
| -4% | -$9.26K | 0.11% | 124 |
|
|
2024
Q2 | $232K | Buy |
2,014
+186
| +10% | +$21.4K | 0.11% | 130 |
|
|
2024
Q1 | $213K | Buy |
+1,828
| New | +$213K | 0.12% | 134 |
|
|
2023
Q4 | – | Sell |
-1,900
| Closed | -$223K | – | 138 |
|
|
2023
Q3 | $223K | Buy |
1,900
+1
| +0.1% | +$118 | 0.16% | 118 |
|
|
2023
Q2 | $204K | Sell |
1,899
-1,450
| -43% | -$156K | 0.14% | 131 |
|
|
2023
Q1 | $367K | Buy |
3,349
+2
| +0.1% | +$219 | 0.28% | 101 |
|
|
2022
Q4 | $369K | Buy |
3,347
+201
| +6% | +$22.2K | 0.31% | 99 |
|
|
2022
Q3 | $275K | Buy |
3,146
+551
| +21% | +$48.2K | 0.25% | 110 |
|
|
2022
Q2 | $222K | Buy |
+2,595
| New | +$222K | 0.18% | 130 |
|
|
2019
Q3 | – | Sell |
-3,055
| Closed | -$234K | – | 149 |
|
|
2019
Q2 | $234K | Sell |
3,055
-70
| -2% | -$5.36K | 0.19% | 127 |
|
|
2019
Q1 | $253K | Hold |
3,125
| – | – | 0.22% | 121 |
|
|
2018
Q4 | $213K | Hold |
3,125
| – | – | 0.21% | 126 |
|
|
2018
Q3 | $266K | Buy |
3,125
+126
| +4% | +$10.7K | 0.22% | 122 |
|
|
2018
Q2 | $248K | Hold |
2,999
| – | – | 0.22% | 125 |
|
|
2018
Q1 | $224K | Sell |
2,999
-1,136
| -27% | -$84.9K | 0.21% | 126 |
|
|
2017
Q4 | $346K | Buy |
+4,135
| New | +$346K | 0.34% | 102 |
|
|
2013
Q3 | $555K | Buy |
6,449
+100
| +2% | +$8.61K | 0.72% | 51 |
|
|
2013
Q2 | $574K | Buy |
+6,349
| New | +$574K | 0.82% | 42 |
|