Aprio 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 | $1.49M | Sell |
13,837
-3,019
| -18% | -$325K | 0.17% | 83 |
|
|
2025
Q1 | $2M | Buy |
16,856
+3,148
| +23% | +$374K | 0.25% | 64 |
|
|
2024
Q4 | $1.47M | Buy |
13,708
+3,173
| +30% | +$341K | 0.22% | 67 |
|
|
2024
Q3 | $1.23M | Sell |
10,535
-99
| -0.9% | -$11.6K | 0.2% | 69 |
|
|
2024
Q2 | $1.22M | Buy |
10,634
+2,763
| +35% | +$318K | 0.22% | 61 |
|
|
2024
Q1 | $915K | Buy |
7,871
+2,151
| +38% | +$250K | 0.18% | 69 |
|
|
2023
Q4 | $572K | Sell |
5,720
-565
| -9% | -$56.5K | 0.13% | 88 |
|
|
2023
Q3 | $739K | Buy |
6,285
+770
| +14% | +$90.5K | 0.2% | 62 |
|
|
2023
Q2 | $591K | Buy |
5,515
+1,734
| +46% | +$186K | 0.16% | 67 |
|
|
2023
Q1 | $415K | Sell |
3,781
-1,221
| -24% | -$134K | 0.13% | 75 |
|
|
2022
Q4 | $552K | Buy |
5,002
+265
| +6% | +$29.2K | 0.19% | 59 |
|
|
2022
Q3 | $414K | Buy |
4,737
+896
| +23% | +$78.3K | 0.17% | 65 |
|
|
2022
Q2 | $329K | Buy |
+3,841
| New | +$329K | 0.13% | 63 |
|