Atria Wealth Solutions’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
117,266
-108,796
| -48% | -$11.8M | 0.29% | 76 |
|
|
2025
Q1 | $26.9M | Sell |
226,062
-39,022
| -15% | -$4.64M | 0.32% | 60 |
|
|
2024
Q4 | $28.5M | Buy |
265,084
+13,708
| +5% | +$1.47M | 0.31% | 66 |
|
|
2024
Q3 | $29.5M | Sell |
251,376
-8,939
| -3% | -$1.05M | 0.32% | 57 |
|
|
2024
Q2 | $30M | Buy |
260,315
+20,078
| +8% | +$2.31M | 0.33% | 49 |
|
|
2024
Q1 | $27.9M | Sell |
240,237
-2,737
| -1% | -$318K | 0.31% | 58 |
|
|
2023
Q4 | $24.3M | Sell |
242,974
-175
| -0.1% | -$17.5K | 0.3% | 66 |
|
|
2023
Q3 | $28.6M | Sell |
243,149
-7,939
| -3% | -$933K | 0.4% | 45 |
|
|
2023
Q2 | $26.9M | Sell |
251,088
-15,006
| -6% | -$1.61M | 0.37% | 46 |
|
|
2023
Q1 | $29.2M | Sell |
266,094
-29,387
| -10% | -$3.22M | 0.43% | 39 |
|
|
2022
Q4 | $32.6M | Sell |
295,481
-7,065
| -2% | -$779K | 0.52% | 27 |
|
|
2022
Q3 | $26.4M | Buy |
302,546
+14,003
| +5% | +$1.22M | 0.46% | 37 |
|
|
2022
Q2 | $24.7M | Buy |
288,543
+58,859
| +26% | +$5.04M | 0.46% | 37 |
|
|
2022
Q1 | $19M | Buy |
+229,684
| New | +$19M | 0.32% | 65 |
|