Berger Financial Group’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 | $1.75M | Sell |
16,279
-78
| -0.5% | -$8.41K | 0.11% | 140 |
|
|
2025
Q1 | $1.95M | Sell |
16,357
-765
| -4% | -$91K | 0.14% | 126 |
|
|
2024
Q4 | $1.84M | Buy |
17,122
+803
| +5% | +$86.4K | 0.13% | 130 |
|
|
2024
Q3 | $1.91M | Buy |
16,319
+1,438
| +10% | +$169K | 0.14% | 121 |
|
|
2024
Q2 | $1.71M | Buy |
14,881
+1,902
| +15% | +$219K | 0.14% | 120 |
|
|
2024
Q1 | $1.51M | Buy |
12,979
+3,937
| +44% | +$458K | 0.12% | 123 |
|
|
2023
Q4 | $904K | Sell |
9,042
-1,132
| -11% | -$113K | 0.09% | 127 |
|
|
2023
Q3 | $1.2M | Sell |
10,174
-367
| -3% | -$43.2K | 0.14% | 110 |
|
|
2023
Q2 | $1.13M | Buy |
10,541
+621
| +6% | +$66.6K | 0.13% | 110 |
|
|
2023
Q1 | $1.09M | Sell |
9,920
-81
| -0.8% | -$8.88K | 0.13% | 105 |
|
|
2022
Q4 | $1.1M | Buy |
10,001
+467
| +5% | +$51.5K | 0.15% | 102 |
|
|
2022
Q3 | $832K | Buy |
9,534
+605
| +7% | +$52.8K | 0.12% | 109 |
|
|
2022
Q2 | $765K | Sell |
8,929
-930
| -9% | -$79.7K | 0.11% | 107 |
|
|
2022
Q1 | $814K | Sell |
9,859
-321
| -3% | -$26.5K | 0.1% | 112 |
|
|
2021
Q4 | $623K | Buy |
10,180
+286
| +3% | +$17.5K | 0.08% | 131 |
|
|
2021
Q3 | $582K | Buy |
9,894
+465
| +5% | +$27.4K | 0.1% | 104 |
|
|
2021
Q2 | $595K | Buy |
9,429
+728
| +8% | +$45.9K | 0.11% | 102 |
|
|
2021
Q1 | $486K | Buy |
8,701
+690
| +9% | +$38.5K | 0.11% | 112 |
|
|
2020
Q4 | $330K | Buy |
+8,011
| New | +$330K | 0.06% | 155 |
|