Bernardo Wealth Planning’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 | $618K | Buy |
5,730
+49
| +0.9% | +$5.29K | 0.13% | 64 |
|
|
2025
Q1 | $676K | Buy |
5,681
+335
| +6% | +$39.9K | 0.16% | 52 |
|
|
2024
Q4 | $570K | Buy |
5,346
+3
| +0.1% | +$320 | 0.14% | 58 |
|
|
2024
Q3 | $643K | Buy |
5,343
+5
| +0.1% | +$602 | 0.16% | 55 |
|
|
2024
Q2 | $615K | Sell |
5,338
-195
| -4% | -$22.4K | 0.17% | 56 |
|
|
2024
Q1 | $643K | Buy |
5,533
+285
| +5% | +$33.1K | 0.18% | 52 |
|
|
2023
Q4 | $525K | Sell |
5,248
-130
| -2% | -$13K | 0.17% | 55 |
|
|
2023
Q3 | $632K | Sell |
5,378
-733
| -12% | -$86.2K | 0.25% | 47 |
|
|
2023
Q2 | $655K | Buy |
6,111
+3
| +0% | +$322 | 0.26% | 46 |
|
|
2023
Q1 | $670K | Buy |
6,108
+91
| +2% | +$9.98K | 0.29% | 45 |
|
|
2022
Q4 | $664K | Sell |
6,017
-73
| -1% | -$8.05K | 0.31% | 45 |
|
|
2022
Q3 | $644K | Buy |
6,090
+168
| +3% | +$17.8K | 0.36% | 42 |
|
|
2022
Q2 | $507K | Sell |
5,922
-138
| -2% | -$11.8K | 0.29% | 46 |
|
|
2022
Q1 | $500K | Buy |
6,060
+932
| +18% | +$76.9K | 0.25% | 49 |
|
|
2021
Q4 | $313K | Buy |
5,128
+102
| +2% | +$6.23K | 0.15% | 64 |
|
|
2021
Q3 | $295K | Buy |
5,026
+165
| +3% | +$9.69K | 0.17% | 61 |
|
|
2021
Q2 | $306K | Sell |
4,861
-1,148
| -19% | -$72.3K | 0.18% | 60 |
|
|
2021
Q1 | $335K | Sell |
6,009
-1,650
| -22% | -$92K | 0.21% | 57 |
|
|
2020
Q4 | $315K | Sell |
7,659
-2,317
| -23% | -$95.3K | 0.12% | 130 |
|
|
2020
Q3 | $342K | Sell |
9,976
-3,049
| -23% | -$105K | 0.15% | 113 |
|
|
2020
Q2 | $582K | Sell |
13,025
-8
| -0.1% | -$357 | 0.31% | 64 |
|
|
2020
Q1 | $494K | Buy |
13,033
+321
| +3% | +$12.2K | 0.34% | 72 |
|
|
2019
Q4 | $887K | Sell |
12,712
-1,453
| -10% | -$101K | 0.54% | 43 |
|
|
2019
Q3 | $1M | Sell |
14,165
-142
| -1% | -$10K | 0.72% | 35 |
|
|
2019
Q2 | $1.1M | Buy |
14,307
+307
| +2% | +$23.5K | 0.86% | 30 |
|
|
2019
Q1 | $1.13M | Sell |
14,000
-576
| -4% | -$46.5K | 0.9% | 28 |
|
|
2018
Q4 | $994K | Buy |
+14,576
| New | +$994K | 0.88% | 28 |
|