AGC
Aspen Grove Capital’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
11,064
+2,180
| +25% | +$235K | 0.2% | 63 |
|
|
2025
Q1 | $1.06M | Buy |
8,884
+83
| +0.9% | +$9.87K | 0.2% | 67 |
|
|
2024
Q4 | $947K | Sell |
8,801
-21
| -0.2% | -$2.26K | 0.2% | 64 |
|
|
2024
Q3 | $1.03M | Sell |
8,822
-1,140
| -11% | -$134K | 0.23% | 63 |
|
|
2024
Q2 | $1.15M | Buy |
9,962
+924
| +10% | +$106K | 0.27% | 58 |
|
|
2024
Q1 | $1.05M | Buy |
9,038
+1,216
| +16% | +$141K | 0.3% | 57 |
|
|
2023
Q4 | $811K | Buy |
7,822
+267
| +4% | +$27.7K | 0.25% | 69 |
|
|
2023
Q3 | $888K | Buy |
7,555
+120
| +2% | +$14.1K | 0.33% | 57 |
|
|
2023
Q2 | $797K | Buy |
7,435
+745
| +11% | +$79.9K | 0.26% | 76 |
|
|
2023
Q1 | $734K | Sell |
6,690
-744
| -10% | -$81.6K | 0.32% | 68 |
|
|
2022
Q4 | $820K | Buy |
+7,434
| New | +$820K | 0.38% | 59 |
|