Alpha Family Trust’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 | $1.13M | Hold |
10,437
| – | – | 0.56% | 29 |
|
|
2025
Q1 | $1.24M | Hold |
10,437
| – | – | 0.72% | 22 |
|
|
2024
Q4 | $1.12M | Hold |
10,437
| – | – | 0.63% | 22 |
|
|
2024
Q3 | $1.22M | Hold |
10,437
| – | – | 0.68% | 22 |
|
|
2024
Q2 | $1.2M | Buy |
10,437
+8,712
| +505% | +$1M | 0.7% | 23 |
|
|
2024
Q1 | $201K | Buy |
+1,725
| New | +$201K | 0.12% | 152 |
|
|
2023
Q4 | – | Sell |
-8,705
| Closed | -$1.02M | – | 158 |
|
|
2023
Q3 | $1.02M | Buy |
8,705
+245
| +3% | +$28.8K | 0.78% | 20 |
|
|
2023
Q2 | $907K | Buy |
8,460
+490
| +6% | +$52.6K | 0.63% | 24 |
|
|
2023
Q1 | $874K | Hold |
7,970
| – | – | 0.69% | 22 |
|
|
2022
Q4 | $879K | Buy |
+7,970
| New | +$879K | 0.79% | 20 |
|
|
2022
Q3 | – | Sell |
-5,975
| Closed | -$512K | – | 63 |
|
|
2022
Q2 | $512K | Buy |
+5,975
| New | +$512K | 0.33% | 23 |
|