Atlas Private 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
Q1 | $1.63M | Sell |
14,044
-124
| -0.9% | -$14.4K | 0.69% | 50 |
|
|
2023
Q4 | $1.42M | Buy |
14,168
+3
| +0% | +$300 | 0.67% | 52 |
|
|
2023
Q3 | $1.67M | Sell |
14,165
-302
| -2% | -$35.5K | 0.89% | 34 |
|
|
2023
Q2 | $1.55M | Buy |
14,467
+3,057
| +27% | +$328K | 0.82% | 43 |
|
|
2023
Q1 | $1.25M | Buy |
11,410
+2
| +0% | +$219 | 0.75% | 44 |
|
|
2022
Q4 | $1.26M | Buy |
11,408
+68
| +0.6% | +$7.5K | 0.58% | 36 |
|
|
2022
Q3 | $990K | Buy |
11,340
+2
| +0% | +$175 | 0.72% | 45 |
|
|
2022
Q2 | $971K | Buy |
11,338
+2,275
| +25% | +$195K | 0.66% | 48 |
|
|
2022
Q1 | $749K | Sell |
9,063
-999
| -10% | -$82.6K | 0.44% | 76 |
|
|
2021
Q4 | $616K | Buy |
10,062
+5,080
| +102% | +$311K | 0.34% | 83 |
|
|
2021
Q3 | $293K | Sell |
4,982
-403
| -7% | -$23.7K | 0.18% | 104 |
|
|
2021
Q2 | $340K | Buy |
5,385
+615
| +13% | +$38.8K | 0.21% | 101 |
|
|
2021
Q1 | $266K | Sell |
4,770
-4,099
| -46% | -$229K | 0.17% | 109 |
|
|
2020
Q4 | $366K | Sell |
8,869
-2,106
| -19% | -$86.9K | 0.26% | 83 |
|
|
2020
Q3 | $377K | Sell |
10,975
-5,504
| -33% | -$189K | 0.3% | 79 |
|
|
2020
Q2 | $737K | Sell |
16,479
-18
| -0.1% | -$805 | 0.59% | 49 |
|
|
2020
Q1 | $626K | Sell |
16,497
-516
| -3% | -$19.6K | 0.58% | 49 |
|
|
2019
Q4 | $1.19M | Buy |
+17,013
| New | +$1.19M | 0.91% | 32 |
|