Alaethes Wealth’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 | $2.48M | Buy |
22,961
+831
| +4% | +$89.6K | 0.74% | 42 |
|
2025
Q1 | $2.63M | Buy |
22,130
+1,490
| +7% | +$177K | 0.96% | 26 |
|
2024
Q4 | $2.22M | Sell |
20,640
-13
| -0.1% | -$1.4K | 0.79% | 37 |
|
2024
Q3 | $2.42M | Buy |
20,653
+948
| +5% | +$111K | 0.89% | 29 |
|
2024
Q2 | $2.27M | Buy |
19,705
+302
| +2% | +$34.8K | 0.94% | 28 |
|
2024
Q1 | $2.26M | Sell |
19,403
-1,233
| -6% | -$143K | 0.99% | 31 |
|
2023
Q4 | $2.06M | Buy |
20,636
+324
| +2% | +$32.4K | 0.98% | 26 |
|
2023
Q3 | $2.39M | Sell |
20,312
-735
| -3% | -$86.4K | 1.31% | 13 |
|
2023
Q2 | $2.26M | Sell |
21,047
-2,398
| -10% | -$257K | 1.24% | 14 |
|
2023
Q1 | $2.57M | Buy |
23,445
+1,448
| +7% | +$159K | 1.51% | 9 |
|
2022
Q4 | $2.43M | Buy |
21,997
+1,851
| +9% | +$204K | 1.67% | 9 |
|
2022
Q3 | $1.76M | Buy |
20,146
+771
| +4% | +$67.3K | 1.29% | 14 |
|
2022
Q2 | $1.66M | Sell |
19,375
-1,293
| -6% | -$111K | 1.23% | 15 |
|
2022
Q1 | $1.71M | Buy |
20,668
+122
| +0.6% | +$10.1K | 1.08% | 22 |
|
2021
Q4 | $1.26M | Buy |
20,546
+1,642
| +9% | +$100K | 0.79% | 48 |
|
2021
Q3 | $1.11M | Buy |
18,904
+2,747
| +17% | +$162K | 0.81% | 44 |
|
2021
Q2 | $1.02M | Buy |
16,157
+2,425
| +18% | +$153K | 0.79% | 49 |
|
2021
Q1 | $767K | Buy |
+13,732
| New | +$767K | 0.71% | 59 |
|