Alera Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $148K | Sell |
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|
2018
Q4 | $218K | Buy |
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