Avitas 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
Q4 | $5.98M | Buy |
55,615
+203
| +0.4% | +$21.8K | 0.83% | 28 |
|
|
2024
Q3 | $6.5M | Buy |
55,412
+780
| +1% | +$91.4K | 0.91% | 25 |
|
|
2024
Q2 | $6.29M | Buy |
54,632
+176
| +0.3% | +$20.3K | 0.92% | 24 |
|
|
2024
Q1 | $6.33M | Buy |
54,456
+689
| +1% | +$80.1K | 0.96% | 24 |
|
|
2023
Q4 | $5.38M | Buy |
53,767
+1,785
| +3% | +$178K | 0.9% | 26 |
|
|
2023
Q3 | $6.11M | Sell |
51,982
-151
| -0.3% | -$17.8K | 1.16% | 19 |
|
|
2023
Q2 | $5.59M | Buy |
52,133
+476
| +0.9% | +$51.1K | 1.01% | 22 |
|
|
2023
Q1 | $5.66M | Sell |
51,657
-363
| -0.7% | -$39.8K | 1.11% | 20 |
|
|
2022
Q4 | $5.74M | Sell |
52,020
-318
| -0.6% | -$35.1K | 1.21% | 20 |
|
|
2022
Q3 | $4.57M | Buy |
+52,338
| New | +$4.57M | 1.05% | 24 |
|
|
2018
Q4 | – | Sell |
-20,364
| Closed | -$1.73M | – | 186 |
|
|
2018
Q3 | $1.73M | Buy |
20,364
+886
| +5% | +$75.3K | 0.49% | 91 |
|
|
2018
Q2 | $1.61M | Buy |
+19,478
| New | +$1.61M | 0.5% | 91 |
|