Blueprint Investment Partners’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 | – | Sell |
-11,668
| Closed | -$1.39M | – | 114 |
|
|
2025
Q1 | $1.39M | Buy |
11,668
+5,045
| +76% | +$600K | 0.25% | 56 |
|
|
2024
Q4 | $712K | Sell |
6,623
-10,698
| -62% | -$1.15M | 0.11% | 99 |
|
|
2024
Q3 | $2.03M | Sell |
17,321
-2,247
| -11% | -$263K | 0.37% | 45 |
|
|
2024
Q2 | $2.25M | Buy |
19,568
+3,090
| +19% | +$356K | 0.49% | 38 |
|
|
2024
Q1 | $1.92M | Buy |
16,478
+12,532
| +318% | +$1.46M | 0.38% | 42 |
|
|
2023
Q4 | $395K | Sell |
3,946
-8,487
| -68% | -$849K | 0.11% | 84 |
|
|
2023
Q3 | $1.46M | Buy |
12,433
+2,326
| +23% | +$274K | 0.47% | 35 |
|
|
2023
Q2 | $1.08M | Sell |
10,107
-6,489
| -39% | -$696K | 0.39% | 44 |
|
|
2023
Q1 | $1.82M | Sell |
16,596
-8,540
| -34% | -$936K | 0.42% | 54 |
|
|
2022
Q4 | $2.77M | Buy |
25,136
+1,429
| +6% | +$158K | 0.59% | 41 |
|
|
2022
Q3 | $2.07M | Buy |
23,707
+4,222
| +22% | +$369K | 0.56% | 36 |
|
|
2022
Q2 | $1.67M | Buy |
19,485
+4,976
| +34% | +$426K | 0.45% | 40 |
|
|
2022
Q1 | $1.18M | Buy |
14,509
+1,000
| +7% | +$81.1K | 0.3% | 68 |
|
|
2021
Q4 | $827K | Buy |
13,509
+8,933
| +195% | +$547K | 0.2% | 88 |
|
|
2021
Q3 | $269K | Buy |
+4,576
| New | +$269K | 0.13% | 106 |
|