AGP
Autumn Glory Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
13,795
-4,606
| -25% | -$497K | 0.7% | 43 |
|
|
2025
Q1 | $2.19M | Hold |
18,401
| – | – | 1.09% | 24 |
|
|
2024
Q4 | $1.98M | Sell |
18,401
-6,407
| -26% | -$689K | 0.97% | 31 |
|
|
2024
Q3 | $2.92M | Buy |
24,808
+6,407
| +35% | +$753K | 1.12% | 20 |
|
|
2024
Q2 | $2.12M | Buy |
18,401
+1,997
| +12% | +$230K | 1.08% | 28 |
|
|
2024
Q1 | $1.91M | Hold |
16,404
| – | – | 0.93% | 34 |
|
|
2023
Q4 | $1.61M | Buy |
16,404
+1,169
| +8% | +$114K | 0.91% | 36 |
|
|
2023
Q3 | $1.79M | Buy |
15,235
+10,285
| +208% | +$1.21M | 1.09% | 31 |
|
|
2023
Q2 | $531K | Sell |
4,950
-5,335
| -52% | -$572K | 0.39% | 68 |
|
|
2023
Q1 | $1.13M | Sell |
10,285
-9,900
| -49% | -$1.09M | 0.96% | 30 |
|
|
2022
Q4 | $2.23M | Buy |
20,185
+950
| +5% | +$105K | 1.19% | 23 |
|
|
2022
Q3 | $1.68M | Hold |
19,235
| – | – | 1.13% | 27 |
|
|
2022
Q2 | $1.65M | Buy |
19,235
+4,961
| +35% | +$425K | 1.22% | 24 |
|
|
2022
Q1 | $1.18M | Sell |
14,274
-14,950
| -51% | -$1.23M | 0.68% | 52 |
|
|
2021
Q4 | $1.79M | Buy |
+29,224
| New | +$1.79M | 0.75% | 44 |
|