Asset Planning Corporation’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
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|
2025
Q1 | $917K | Buy |
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|
2024
Q4 | $829K | Buy |
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|
2024
Q3 | $903K | Hold |
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|
2024
Q2 | $887K | Hold |
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|
2024
Q1 | $896K | Hold |
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|
2023
Q4 | $770K | Hold |
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|
2023
Q3 | $906K | Sell |
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|
2023
Q2 | $856K | Buy |
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|
2023
Q1 | $869K | Hold |
|
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|
2022
Q4 | $875K | Hold |
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|
2022
Q3 | $692K | Buy |
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|
2022
Q2 | $654K | Hold |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $498K | Hold |
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|
2021
Q3 | $479K | Sell |
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|
2021
Q2 | $528K | Sell |
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|
2021
Q1 | $475K | Sell |
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|
2020
Q4 | $354K | Buy |
|