B.O.S.S. Retirement Advisors’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 | $405K | Buy |
3,760
+555
| +17% | +$59.8K | 0.1% | 128 |
|
|
2025
Q1 | $381K | Sell |
3,205
-179
| -5% | -$21.3K | 0.11% | 120 |
|
|
2024
Q4 | $364K | Sell |
3,384
-61,021
| -95% | -$6.56M | 0.1% | 128 |
|
|
2024
Q3 | $7.55M | Buy |
64,405
+10,242
| +19% | +$1.2M | 1.52% | 12 |
|
|
2024
Q2 | $6.24M | Buy |
54,163
+13,507
| +33% | +$1.55M | 1.59% | 10 |
|
|
2024
Q1 | $4.06M | Sell |
40,656
-4,507
| -10% | -$451K | 1.56% | 12 |
|
|
2023
Q4 | $4.52M | Buy |
45,163
+2,505
| +6% | +$250K | 0.88% | 23 |
|
|
2023
Q3 | $5.02M | Buy |
42,658
+2,536
| +6% | +$298K | 1.08% | 11 |
|
|
2023
Q2 | $4.3M | Sell |
40,122
-15,600
| -28% | -$1.67M | 0.92% | 18 |
|
|
2023
Q1 | $6.11M | Buy |
55,722
+7,364
| +15% | +$808K | 1.44% | 7 |
|
|
2022
Q4 | $5.33M | Buy |
+48,358
| New | +$5.33M | 1.37% | 7 |
|