ATFA
All Terrain Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
4,886
+100
| +2% | +$10.8K | 0.15% | 52 |
|
|
2025
Q1 | $569K | Sell |
4,786
-93
| -2% | -$11.1K | 0.18% | 51 |
|
|
2024
Q4 | $525K | Sell |
4,879
-301
| -6% | -$32.4K | 0.17% | 48 |
|
|
2024
Q3 | $607K | Hold |
5,180
| – | – | 0.22% | 47 |
|
|
2024
Q2 | $596K | Buy |
5,180
+39
| +0.8% | +$4.49K | 0.24% | 47 |
|
|
2024
Q1 | $598K | Hold |
5,141
| – | – | 0.23% | 47 |
|
|
2023
Q4 | $514K | Hold |
5,141
| – | – | 0.19% | 44 |
|
|
2023
Q3 | $604K | Hold |
5,141
| – | – | 0.25% | 42 |
|
|
2023
Q2 | $551K | Hold |
5,141
| – | – | 0.21% | 44 |
|
|
2023
Q1 | $564K | Hold |
5,141
| – | – | 0.23% | 43 |
|
|
2022
Q4 | $567K | Hold |
5,141
| – | – | 0.25% | 44 |
|
|
2022
Q3 | $449K | Hold |
5,141
| – | – | 0.19% | 44 |
|
|
2022
Q2 | $440K | Hold |
5,141
| – | – | 0.19% | 46 |
|
|
2022
Q1 | $425K | Sell |
5,141
-200
| -4% | -$16.5K | 0.17% | 49 |
|
|
2021
Q4 | $327K | Sell |
5,341
-400
| -7% | -$24.5K | 0.13% | 53 |
|
|
2021
Q3 | $338K | Buy |
5,741
+400
| +7% | +$23.6K | 0.15% | 53 |
|
|
2021
Q2 | $337K | Hold |
5,341
| – | – | 0.15% | 56 |
|
|
2021
Q1 | $298K | Sell |
5,341
-400
| -7% | -$22.3K | 0.14% | 54 |
|
|
2020
Q4 | $237K | Sell |
5,741
-1,480
| -20% | -$61.1K | 0.09% | 61 |
|
|
2020
Q3 | $248K | Buy |
7,221
+200
| +3% | +$6.87K | 0.09% | 57 |
|
|
2020
Q2 | $314K | Sell |
7,021
-2,850
| -29% | -$127K | 0.13% | 53 |
|
|
2020
Q1 | $375K | Buy |
9,871
+427
| +5% | +$16.2K | 0.15% | 63 |
|
|
2019
Q4 | $659K | Buy |
9,444
+4
| +0% | +$279 | 0.21% | 53 |
|
|
2019
Q3 | $667K | Sell |
9,440
-390
| -4% | -$27.6K | 0.22% | 55 |
|
|
2019
Q2 | $753K | Sell |
9,830
-543
| -5% | -$41.6K | 0.26% | 50 |
|
|
2019
Q1 | $838K | Sell |
10,373
-443
| -4% | -$35.8K | 0.29% | 49 |
|
|
2018
Q4 | $738K | Sell |
10,816
-3,471
| -24% | -$237K | 0.29% | 47 |
|
|
2018
Q3 | $1.22M | Buy |
14,287
+30
| +0.2% | +$2.55K | 0.5% | 37 |
|
|
2018
Q2 | $1.18M | Sell |
14,257
-214
| -1% | -$17.7K | 0.53% | 39 |
|
|
2018
Q1 | $1.08M | Buy |
14,471
+762
| +6% | +$56.9K | 0.49% | 41 |
|
|
2017
Q4 | $1.15M | Buy |
+13,709
| New | +$1.15M | 0.53% | 40 |
|