Alan B. Lancz & Associates’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 | $400K | Hold |
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|
2025
Q1 | $441K | Hold |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $464K | Sell |
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|
2024
Q2 | $468K | Buy |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $474K | Buy |
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|
2022
Q4 | $488K | Hold |
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|
2022
Q3 | $376K | Hold |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $291K | Buy |
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