AIFAIM
American Institute for Advanced Investment Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,000
-225
| -10% | -$24.3K | 0.15% | 135 |
|
|
2025
Q1 | $265K | Buy |
2,225
+225
| +11% | +$26.8K | 0.2% | 114 |
|
|
2024
Q4 | $215K | Sell |
2,000
-932
| -32% | -$100K | 0.16% | 124 |
|
|
2024
Q3 | $344K | Hold |
2,932
| – | – | 0.25% | 101 |
|
|
2024
Q2 | $338K | Buy |
2,932
+91
| +3% | +$10.5K | 0.26% | 98 |
|
|
2024
Q1 | $330K | Buy |
2,841
+321
| +13% | +$37.3K | 0.26% | 95 |
|
|
2023
Q4 | $252K | Hold |
2,520
| – | – | 0.22% | 101 |
|
|
2023
Q3 | $296K | Buy |
2,520
+59
| +2% | +$6.94K | 0.27% | 90 |
|
|
2023
Q2 | $264K | Buy |
2,461
+325
| +15% | +$34.9K | 0.23% | 101 |
|
|
2023
Q1 | $234K | Sell |
2,136
-325
| -13% | -$35.6K | 0.25% | 90 |
|
|
2022
Q4 | $271K | Buy |
2,461
+100
| +4% | +$11K | 0.25% | 92 |
|
|
2022
Q3 | $206K | Hold |
2,361
| – | – | 0.19% | 98 |
|
|
2022
Q2 | $202K | Buy |
+2,361
| New | +$202K | 0.18% | 107 |
|