Avantax Planning Partners’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 | $9.03M | Buy |
83,789
+2,804
| +3% | +$302K | 0.29% | 61 |
|
|
2025
Q1 | $9.63M | Buy |
80,985
+1,548
| +2% | +$184K | 0.34% | 44 |
|
|
2024
Q4 | $8.55M | Buy |
79,437
+2,132
| +3% | +$229K | 0.31% | 52 |
|
|
2024
Q3 | $9.06M | Sell |
77,305
-14,769
| -16% | -$1.73M | 0.33% | 50 |
|
|
2024
Q2 | $10.6M | Sell |
92,074
-1,971
| -2% | -$227K | 0.34% | 49 |
|
|
2024
Q1 | $10.9M | Buy |
94,045
+22,870
| +32% | +$2.66M | 0.35% | 47 |
|
|
2023
Q4 | $7.12M | Buy |
71,175
+9,307
| +15% | +$931K | 0.27% | 46 |
|
|
2023
Q3 | $7.27M | Buy |
61,868
+2,431
| +4% | +$286K | 0.3% | 40 |
|
|
2023
Q2 | $6.37M | Buy |
59,437
+209
| +0.4% | +$22.4K | 0.25% | 50 |
|
|
2023
Q1 | $6.49M | Buy |
59,228
+2,189
| +4% | +$240K | 0.26% | 48 |
|
|
2022
Q4 | $6.29M | Sell |
57,039
-6,251
| -10% | -$689K | 0.25% | 53 |
|
|
2022
Q3 | $5.53M | Sell |
63,290
-2,840
| -4% | -$248K | 0.25% | 49 |
|
|
2022
Q2 | $5.66M | Sell |
66,130
-5,243
| -7% | -$449K | 0.24% | 50 |
|
|
2022
Q1 | $5.9M | Sell |
71,373
-10,295
| -13% | -$850K | 0.23% | 45 |
|
|
2021
Q4 | $5M | Sell |
81,668
-922
| -1% | -$56.4K | 0.21% | 44 |
|
|
2021
Q3 | $4.86M | Sell |
82,590
-9,792
| -11% | -$576K | 0.22% | 35 |
|
|
2021
Q2 | $5.83M | Buy |
92,382
+5,133
| +6% | +$324K | 0.27% | 29 |
|
|
2021
Q1 | $4.87M | Sell |
87,249
-8,900
| -9% | -$497K | 0.25% | 32 |
|
|
2020
Q4 | $3.96M | Sell |
96,149
-9,458
| -9% | -$390K | 0.2% | 40 |
|
|
2020
Q3 | $3.63M | Sell |
105,607
-4,586
| -4% | -$157K | 0.19% | 46 |
|
|
2020
Q2 | $4.93M | Buy |
110,193
+41,401
| +60% | +$1.85M | 0.28% | 32 |
|
|
2020
Q1 | $2.61M | Buy |
68,792
+151
| +0.2% | +$5.73K | 0.18% | 44 |
|
|
2019
Q4 | $4.79M | Sell |
68,641
-7,817
| -10% | -$545K | 0.28% | 26 |
|
|
2019
Q3 | $5.4M | Buy |
76,458
+11,087
| +17% | +$783K | 0.33% | 20 |
|
|
2019
Q2 | $5M | Sell |
65,371
-4,209
| -6% | -$322K | 0.32% | 24 |
|
|
2019
Q1 | $5.62M | Buy |
69,580
+24,103
| +53% | +$1.95M | 0.39% | 16 |
|
|
2018
Q4 | $3.1M | Sell |
45,477
-5,064
| -10% | -$345K | 0.23% | 42 |
|
|
2018
Q3 | $4.3M | Buy |
50,541
+961
| +2% | +$81.7K | 0.34% | 22 |
|
|
2018
Q2 | $4.1M | Sell |
49,580
-11,305
| -19% | -$935K | 0.37% | 20 |
|
|
2018
Q1 | $4.54M | Buy |
60,885
+5,620
| +10% | +$419K | 0.39% | 18 |
|
|
2017
Q4 | $4.62M | Sell |
55,265
-12,997
| -19% | -$1.09M | 0.42% | 16 |
|
|
2017
Q3 | $5.6M | Buy |
68,262
+1,030
| +2% | +$84.4K | 0.44% | 20 |
|
|
2017
Q2 | $5.43M | Buy |
67,232
+2,951
| +5% | +$238K | 0.46% | 18 |
|
|
2017
Q1 | $5.27M | Buy |
64,281
+4,608
| +8% | +$378K | 0.47% | 18 |
|
|
2016
Q4 | $5.39M | Buy |
+59,673
| New | +$5.39M | 0.57% | 15 |
|