Capstone Wealth Management Group (Pennsylvania)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $849K | Sell |
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|
2024
Q3 | $978K | Sell |
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|
2024
Q2 | $965K | Buy |
|
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|
2024
Q1 | $974K | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $962K | Sell |
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|
2023
Q1 | $1.37M | Sell |
|
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $666K | Buy |
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