Bridge Advisory’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.97M Buy
16,843
+30
+0.2% +$3.52K 0.94% 33
2024
Q2
$1.94M Buy
16,813
+662
+4% +$76.2K 0.95% 32
2024
Q1
$1.88M Buy
16,151
+58
+0.4% +$6.74K 0.93% 36
2023
Q4
$1.61M Sell
16,093
-7,187
-31% -$719K 0.81% 37
2023
Q3
$2.74M Buy
23,280
+13,077
+128% +$1.54M 0.96% 27
2023
Q2
$1.09M Buy
10,203
+56
+0.6% +$6.01K 0.4% 54
2023
Q1
$1.11M Buy
10,147
+24
+0.2% +$2.63K 0.43% 52
2022
Q4
$1.12M Buy
10,123
+26
+0.3% +$2.87K 0.47% 49
2022
Q3
$882K Buy
10,097
+27
+0.3% +$2.36K 0.43% 59
2022
Q2
$851K Buy
10,070
+25
+0.2% +$2.11K 0.41% 55
2022
Q1
$830K Buy
10,045
+30
+0.3% +$2.48K 0.36% 49
2021
Q4
$613K Buy
10,015
+39
+0.4% +$2.39K 0.28% 56
2021
Q3
$587K Buy
9,976
+45
+0.5% +$2.65K 0.29% 51
2021
Q2
$626K Buy
9,931
+38
+0.4% +$2.4K 0.32% 44
2021
Q1
$552K Sell
9,893
-443
-4% -$24.7K 0.34% 36
2020
Q4
$426K Buy
+10,336
New +$426K 0.2% 58