Alta Wealth Advisors’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 | $636K | Buy |
5,902
+250
| +4% | +$27K | 0.3% | 52 |
|
|
2025
Q1 | $672K | Buy |
5,652
+35
| +0.6% | +$4.16K | 0.31% | 63 |
|
|
2024
Q4 | $604K | Sell |
5,617
-2
| -0% | -$215 | 0.26% | 76 |
|
|
2024
Q3 | $659K | Buy |
5,619
+2,311
| +70% | +$271K | 0.3% | 71 |
|
|
2024
Q2 | $381K | Sell |
3,308
-398
| -11% | -$45.8K | 0.19% | 94 |
|
|
2024
Q1 | $431K | Buy |
3,706
+2
| +0.1% | +$232 | 0.22% | 88 |
|
|
2023
Q4 | $370K | Sell |
3,704
-303
| -8% | -$30.3K | 0.21% | 94 |
|
|
2023
Q3 | $471K | Sell |
4,007
-124
| -3% | -$14.6K | 0.29% | 90 |
|
|
2023
Q2 | $443K | Buy |
+4,131
| New | +$443K | 0.26% | 99 |
|