APSI
Asset Planning Services Inc’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
51,265
+585
| +1% | +$63.1K | 2.54% | 20 |
|
|
2025
Q1 | $6.03M | Buy |
50,680
+100
| +0.2% | +$11.9K | 3.06% | 17 |
|
|
2024
Q4 | $5.44M | Buy |
50,580
+450
| +0.9% | +$48.4K | 2.65% | 19 |
|
|
2024
Q3 | $5.88M | Buy |
50,130
+1,400
| +3% | +$164K | 2.91% | 17 |
|
|
2024
Q2 | $5.61M | Buy |
48,730
+215
| +0.4% | +$24.8K | 2.96% | 14 |
|
|
2024
Q1 | $5.64M | Buy |
48,515
+250
| +0.5% | +$29.1K | 3.15% | 15 |
|
|
2023
Q4 | $4.83M | Sell |
48,265
-500
| -1% | -$50K | 2.93% | 20 |
|
|
2023
Q3 | $5.73M | Buy |
48,765
+1,700
| +4% | +$200K | 3.76% | 8 |
|
|
2023
Q2 | $5.05M | Buy |
47,065
+510
| +1% | +$54.7K | 3.11% | 19 |
|
|
2023
Q1 | $5.11M | Sell |
46,555
-370
| -0.8% | -$40.6K | 3.23% | 16 |
|
|
2022
Q4 | $5.18M | Buy |
46,925
+150
| +0.3% | +$16.5K | 3.28% | 17 |
|
|
2022
Q3 | $4.08M | Buy |
46,775
+250
| +0.5% | +$21.8K | 2.87% | 21 |
|
|
2022
Q2 | $3.98M | Buy |
46,525
+43,500
| +1,438% | +$3.72M | 2.61% | 22 |
|
|
2022
Q1 | $250K | Buy |
+3,025
| New | +$250K | 0.14% | 36 |
|
|
2020
Q3 | – | Sell |
-63,502
| Closed | -$2.84M | – | 40 |
|
|
2020
Q2 | $2.84M | Buy |
63,502
+1,425
| +2% | +$63.7K | 2.05% | 26 |
|
|
2020
Q1 | $2.36M | Buy |
62,077
+400
| +0.6% | +$15.2K | 1.95% | 26 |
|
|
2019
Q4 | $4.3M | Buy |
61,677
+3,275
| +6% | +$229K | 2.74% | 24 |
|
|
2019
Q3 | $4.12M | Buy |
58,402
+1,475
| +3% | +$104K | 2.68% | 23 |
|
|
2019
Q2 | $4.36M | Buy |
56,927
+1,425
| +3% | +$109K | 2.84% | 21 |
|
|
2019
Q1 | $4.49M | Buy |
55,502
+1,000
| +2% | +$80.8K | 3.07% | 15 |
|
|
2018
Q4 | $3.72M | Buy |
54,502
+1,337
| +3% | +$91.2K | 2.82% | 18 |
|
|
2018
Q3 | $4.52M | Buy |
53,165
+550
| +1% | +$46.8K | 3.09% | 17 |
|
|
2018
Q2 | $4.35M | Buy |
52,615
+3,450
| +7% | +$285K | 3.13% | 16 |
|
|
2018
Q1 | $3.67M | Buy |
49,165
+425
| +0.9% | +$31.7K | 2.71% | 25 |
|
|
2017
Q4 | $4.08M | Buy |
48,740
+650
| +1% | +$54.4K | 2.87% | 22 |
|
|
2017
Q3 | $3.94M | Buy |
48,090
+4,615
| +11% | +$378K | 3.19% | 20 |
|
|
2017
Q2 | $3.51M | Buy |
43,475
+400
| +0.9% | +$32.3K | 2.95% | 25 |
|
|
2017
Q1 | $3.53M | Buy |
43,075
+1,720
| +4% | +$141K | 3% | 24 |
|
|
2016
Q4 | $3.73M | Buy |
+41,355
| New | +$3.73M | 3.5% | 15 |
|