American Financial & Tax Strategies’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 | $1.25M | Buy |
11,564
+7,389
| +177% | +$797K | 0.64% | 45 |
|
|
2025
Q1 | $497K | Hold |
4,175
| – | – | 0.27% | 65 |
|
|
2024
Q4 | $449K | Buy |
4,175
+116
| +3% | +$12.5K | 0.23% | 69 |
|
|
2024
Q3 | $476K | Hold |
4,059
| – | – | 0.24% | 70 |
|
|
2024
Q2 | $467K | Hold |
4,059
| – | – | 0.25% | 71 |
|
|
2024
Q1 | $472K | Hold |
4,059
| – | – | 0.25% | 70 |
|
|
2023
Q4 | $406K | Buy |
+4,059
| New | +$406K | 0.23% | 71 |
|