Avaii 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
6,509
-115
| -2% | -$12.4K | 0.31% | 43 |
|
|
2025
Q1 | $788K | Sell |
6,624
-91
| -1% | -$10.8K | 0.42% | 33 |
|
|
2024
Q4 | $722K | Sell |
6,715
-450
| -6% | -$48.4K | 0.36% | 38 |
|
|
2024
Q3 | $840K | Sell |
7,165
-1,381
| -16% | -$162K | 0.42% | 32 |
|
|
2024
Q2 | $984K | Buy |
8,546
+544
| +7% | +$62.6K | 0.55% | 31 |
|
|
2024
Q1 | $930K | Sell |
8,002
-27
| -0.3% | -$3.14K | 0.55% | 40 |
|
|
2023
Q4 | $803K | Sell |
8,029
-282
| -3% | -$28.2K | 0.52% | 42 |
|
|
2023
Q3 | $977K | Buy |
8,311
+2,665
| +47% | +$313K | 0.74% | 29 |
|
|
2023
Q2 | $606K | Sell |
5,646
-81
| -1% | -$8.69K | 0.47% | 50 |
|
|
2023
Q1 | $628K | Buy |
5,727
+488
| +9% | +$53.5K | 0.55% | 41 |
|
|
2022
Q4 | $578K | Buy |
5,239
+2,477
| +90% | +$273K | 0.52% | 43 |
|
|
2022
Q3 | $241K | Buy |
2,762
+84
| +3% | +$7.33K | 0.25% | 94 |
|
|
2022
Q2 | $229K | Buy |
2,678
+22
| +0.8% | +$1.88K | 0.24% | 93 |
|
|
2022
Q1 | $220K | Buy |
+2,656
| New | +$220K | 0.2% | 97 |
|