Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,330
| Closed | -$233K | – | 46 |
|
|
2023
Q4 | $233K | Buy |
2,330
+30
| +1% | +$3K | 0.12% | 41 |
|
|
2023
Q3 | $270K | Hold |
2,300
| – | – | 0.15% | 39 |
|
|
2023
Q2 | $247K | Hold |
2,300
| – | – | 0.13% | 41 |
|
|
2023
Q1 | $252K | Buy |
+2,300
| New | +$252K | 0.14% | 40 |
|
|
2019
Q4 | – | Sell |
-4,037
| Closed | -$285K | – | 37 |
|
|
2019
Q3 | $285K | Sell |
4,037
-331
| -8% | -$23.4K | 0.3% | 24 |
|
|
2019
Q2 | $334K | Buy |
4,368
+84
| +2% | +$6.42K | 0.33% | 26 |
|
|
2019
Q1 | $346K | Buy |
4,284
+247
| +6% | +$19.9K | 0.35% | 26 |
|
|
2018
Q4 | $275K | Hold |
4,037
| – | – | 0.3% | 29 |
|
|
2018
Q3 | $343K | Hold |
4,037
| – | – | 0.3% | 33 |
|
|
2018
Q2 | $334K | Hold |
4,037
| – | – | 0.3% | 31 |
|
|
2018
Q1 | $301K | Sell |
4,037
-1,460
| -27% | -$109K | 0.28% | 32 |
|
|
2017
Q4 | $460K | Buy |
+5,497
| New | +$460K | 0.4% | 31 |
|