AJ Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,876
| Closed | -$451K | – | 45 |
|
|
2024
Q1 | $451K | Buy |
3,876
+33
| +0.9% | +$3.84K | 0.25% | 28 |
|
|
2023
Q4 | $384K | Buy |
3,843
+28
| +0.7% | +$2.8K | 0.24% | 27 |
|
|
2023
Q3 | $449K | Hold |
3,815
| – | – | 0.34% | 22 |
|
|
2023
Q2 | $409K | Buy |
3,815
+928
| +32% | +$99.5K | 0.28% | 24 |
|
|
2023
Q1 | $317K | Buy |
2,887
+153
| +6% | +$16.8K | 0.23% | 24 |
|
|
2022
Q4 | $302K | Buy |
+2,734
| New | +$302K | 0.24% | 25 |
|