BlackDiamond 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
5,434
+1,322
| +32% | +$144K | 0.34% | 56 |
|
|
2025
Q1 | $441K | Buy |
4,112
+554
| +16% | +$59.5K | 0.3% | 65 |
|
|
2024
Q4 | $383K | Buy |
3,558
+298
| +9% | +$32.1K | 0.22% | 97 |
|
|
2024
Q3 | $392K | Buy |
3,260
+398
| +14% | +$47.9K | 0.24% | 97 |
|
|
2024
Q2 | $337K | Buy |
2,862
+549
| +24% | +$64.7K | 0.22% | 98 |
|
|
2024
Q1 | $269K | Sell |
2,313
-212
| -8% | -$24.6K | 0.19% | 118 |
|
|
2023
Q4 | $256K | Buy |
2,525
+382
| +18% | +$38.8K | 0.19% | 117 |
|
|
2023
Q3 | $227K | Sell |
2,143
-65
| -3% | -$6.88K | 0.21% | 111 |
|
|
2023
Q2 | $233K | Buy |
2,208
+362
| +20% | +$38.3K | 0.2% | 113 |
|
|
2023
Q1 | $215K | Sell |
1,846
-137
| -7% | -$16K | 0.22% | 102 |
|
|
2022
Q4 | $218K | Buy |
1,983
+41
| +2% | +$4.51K | 0.25% | 102 |
|
|
2022
Q3 | $206K | Buy |
+1,942
| New | +$206K | 0.25% | 98 |
|