American Planning Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.86M | Buy |
15,845
+1,553
| +11% | +$182K | 1.47% | 17 |
|
2024
Q2 | $1.65M | Buy |
14,292
+11,079
| +345% | +$1.28M | 1.16% | 19 |
|
2024
Q1 | $374K | Sell |
3,213
-144
| -4% | -$16.7K | 0.27% | 32 |
|
2023
Q4 | $336K | Buy |
3,357
+208
| +7% | +$20.8K | 0.26% | 30 |
|
2023
Q3 | $370K | Sell |
3,149
-265
| -8% | -$31.2K | 0.25% | 21 |
|
2023
Q2 | $366K | Buy |
3,414
+6
| +0.2% | +$644 | 0.24% | 22 |
|
2023
Q1 | $374K | Buy |
3,408
+416
| +14% | +$45.6K | 0.25% | 20 |
|
2022
Q4 | $330K | Buy |
2,992
+2,990
| +149,500% | +$330K | 0.33% | 18 |
|
2022
Q3 | $261 | Sell |
2
-2,976
| -100% | -$388K | 0.32% | 23 |
|
2022
Q2 | $255K | Buy |
2,978
+5
| +0.2% | +$428 | 0.28% | 26 |
|
2022
Q1 | $246K | Buy |
+2,973
| New | +$246K | 0.26% | 27 |
|