Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.35M | Buy |
11,548
+77
| +0.7% | +$9.03K | 0.73% | 28 |
|
|
2024
Q2 | $1.32M | Buy |
11,471
+315
| +3% | +$36.3K | 0.76% | 31 |
|
|
2024
Q1 | $1.3M | Buy |
11,156
+639
| +6% | +$74.3K | 0.78% | 27 |
|
|
2023
Q4 | $1.05M | Hold |
10,517
| – | – | 0.71% | 31 |
|
|
2023
Q3 | $1.24M | Hold |
10,517
| – | – | 0.94% | 23 |
|
|
2023
Q2 | $1.13M | Buy |
10,517
+1
| +0% | +$107 | 0.85% | 26 |
|
|
2023
Q1 | $1.15M | Buy |
10,516
+527
| +5% | +$57.8K | 0.94% | 26 |
|
|
2022
Q4 | $1.1M | Sell |
9,989
-6
| -0.1% | -$662 | 0.96% | 22 |
|
|
2022
Q3 | $873K | Hold |
9,995
| – | – | 0.82% | 30 |
|
|
2022
Q2 | $856K | Buy |
9,995
+2
| +0% | +$171 | 0.79% | 29 |
|
|
2022
Q1 | $825K | Buy |
9,993
+1
| +0% | +$83 | 0.65% | 36 |
|
|
2021
Q4 | $611K | Buy |
+9,992
| New | +$611K | 0.5% | 43 |
|