Annapolis Financial 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
$89.8K Buy
766
+567
+285% +$66.5K 0.03% 123
2024
Q2
$22.9K Hold
199
0.01% 208
2024
Q1
$23.1K Sell
199
-2,030
-91% -$236K 0.01% 211
2023
Q4
$223K Buy
2,229
+152
+7% +$15.2K 0.06% 117
2023
Q3
$244K Hold
2,077
0.07% 102
2023
Q2
$223K Hold
2,077
0.06% 105
2023
Q1
$228K Buy
2,077
+10
+0.5% +$1.1K 0.07% 103
2022
Q4
$228K Sell
2,067
-505
-20% -$55.7K 0.07% 104
2022
Q3
$225K Buy
2,572
+249
+11% +$21.8K 0.08% 103
2022
Q2
$199K Buy
2,323
+75
+3% +$6.43K 0.07% 104
2022
Q1
$186K Buy
2,248
+270
+14% +$22.3K 0.06% 111
2021
Q4
$121K Sell
1,978
-263
-12% -$16.1K 0.04% 134
2021
Q3
$132K Buy
2,241
+104
+5% +$6.13K 0.04% 121
2021
Q2
$135K Buy
2,137
+111
+5% +$7.01K 0.05% 117
2021
Q1
$113K Sell
2,026
-534
-21% -$29.8K 0.04% 118
2020
Q4
$106K Buy
+2,560
New +$106K 0.04% 110