APC
Asset Planning Corporation’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
7,712
+3
| +0% | +$323 | 0.44% | 26 |
|
|
2025
Q1 | $917K | Buy |
7,709
+2
| +0% | +$238 | 0.54% | 28 |
|
|
2024
Q4 | $829K | Buy |
7,707
+3
| +0% | +$323 | 0.52% | 27 |
|
|
2024
Q3 | $903K | Hold |
7,704
| – | – | 0.59% | 25 |
|
|
2024
Q2 | $887K | Hold |
7,704
| – | – | 0.66% | 25 |
|
|
2024
Q1 | $896K | Hold |
7,704
| – | – | 0.65% | 26 |
|
|
2023
Q4 | $770K | Hold |
7,704
| – | – | 0.59% | 25 |
|
|
2023
Q3 | $906K | Sell |
7,704
-276
| -3% | -$32.5K | 0.7% | 22 |
|
|
2023
Q2 | $856K | Buy |
7,980
+51
| +0.6% | +$5.47K | 0.65% | 23 |
|
|
2023
Q1 | $869K | Hold |
7,929
| – | – | 0.7% | 22 |
|
|
2022
Q4 | $875K | Hold |
7,929
| – | – | 0.73% | 20 |
|
|
2022
Q3 | $692K | Buy |
7,929
+287
| +4% | +$25K | 0.65% | 22 |
|
|
2022
Q2 | $654K | Hold |
7,642
| – | – | 0.57% | 23 |
|
|
2022
Q1 | $631K | Sell |
7,642
-500
| -6% | -$41.3K | 0.55% | 24 |
|
|
2021
Q4 | $498K | Hold |
8,142
| – | – | 0.43% | 23 |
|
|
2021
Q3 | $479K | Sell |
8,142
-221
| -3% | -$13K | 0.44% | 22 |
|
|
2021
Q2 | $528K | Sell |
8,363
-153
| -2% | -$9.66K | 0.51% | 21 |
|
|
2021
Q1 | $475K | Sell |
8,516
-74
| -0.9% | -$4.13K | 0.49% | 21 |
|
|
2020
Q4 | $354K | Buy |
+8,590
| New | +$354K | 0.35% | 22 |
|