Capstone Wealth Management Group (Pennsylvania)’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 | $614K | Buy |
5,695
+596
| +12% | +$64.2K | 0.59% | 32 |
|
|
2025
Q1 | $606K | Sell |
5,099
-2,791
| -35% | -$332K | 0.35% | 49 |
|
|
2024
Q4 | $849K | Sell |
7,890
-457
| -5% | -$49.2K | 0.45% | 50 |
|
|
2024
Q3 | $978K | Sell |
8,347
-36
| -0.4% | -$4.22K | 0.58% | 40 |
|
|
2024
Q2 | $965K | Buy |
8,383
+3
| +0% | +$345 | 0.63% | 38 |
|
|
2024
Q1 | $974K | Sell |
8,380
-2,303
| -22% | -$268K | 0.7% | 36 |
|
|
2023
Q4 | $1.07M | Buy |
10,683
+1,537
| +17% | +$154K | 1.01% | 26 |
|
|
2023
Q3 | $1.08M | Buy |
9,146
+175
| +2% | +$20.6K | 1.11% | 24 |
|
|
2023
Q2 | $962K | Sell |
8,971
-3,535
| -28% | -$379K | 0.99% | 27 |
|
|
2023
Q1 | $1.37M | Sell |
12,506
-680
| -5% | -$74.6K | 1.52% | 14 |
|
|
2022
Q4 | $1.45M | Sell |
13,186
-195
| -1% | -$21.5K | 1.57% | 16 |
|
|
2022
Q3 | $1.17M | Sell |
13,381
-126
| -0.9% | -$11K | 1.49% | 19 |
|
|
2022
Q2 | $1.16M | Buy |
13,507
+110
| +0.8% | +$9.42K | 1.4% | 19 |
|
|
2022
Q1 | $1.11M | Buy |
13,397
+2,516
| +23% | +$208K | 1.11% | 24 |
|
|
2021
Q4 | $666K | Buy |
+10,881
| New | +$666K | 0.54% | 39 |
|