Alterna Wealth Management’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 | – | Sell |
-3,467
| Closed | -$412K | – | 125 |
|
|
2025
Q1 | $412K | Sell |
3,467
-803
| -19% | -$95.5K | 0.31% | 60 |
|
|
2024
Q4 | $459K | Buy |
4,270
+618
| +17% | +$66.5K | 0.39% | 54 |
|
|
2024
Q3 | $428K | Hold |
3,652
| – | – | 0.38% | 58 |
|
|
2024
Q2 | $420K | Hold |
3,652
| – | – | 0.37% | 66 |
|
|
2024
Q1 | $425K | Hold |
3,652
| – | – | 0.34% | 58 |
|
|
2023
Q4 | $365K | Buy |
+3,652
| New | +$365K | 0.44% | 54 |
|
|
2019
Q1 | – | Sell |
-38,595
| Closed | -$3.12M | – | 339 |
|
|
2018
Q4 | $3.12M | Buy |
+38,595
| New | +$3.12M | 0.51% | 30 |
|