Cardinal Strategic Wealth Guidance’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 | $406K | Hold |
3,767
| – | – | 0.12% | 39 |
|
|
2025
Q1 | $448K | Sell |
3,767
-601
| -14% | -$71.5K | 0.14% | 37 |
|
|
2024
Q4 | $470K | Buy |
4,368
+1,440
| +49% | +$155K | 0.15% | 42 |
|
|
2024
Q3 | $343K | Buy |
2,928
+61
| +2% | +$7.15K | 0.11% | 43 |
|
|
2024
Q2 | $330K | Buy |
2,867
+100
| +4% | +$11.5K | 0.12% | 43 |
|
|
2024
Q1 | $322K | Sell |
2,767
-171
| -6% | -$19.9K | 0.12% | 43 |
|
|
2023
Q4 | $294K | Sell |
2,938
-189
| -6% | -$18.9K | 0.12% | 53 |
|
|
2023
Q3 | $368K | Buy |
3,127
+192
| +7% | +$22.6K | 0.17% | 46 |
|
|
2023
Q2 | $315K | Buy |
2,935
+1
| +0% | +$107 | 0.14% | 48 |
|
|
2023
Q1 | $322K | Buy |
2,934
+1
| +0% | +$110 | 0.15% | 48 |
|
|
2022
Q4 | $323K | Buy |
2,933
+2
| +0.1% | +$221 | 0.16% | 55 |
|
|
2022
Q3 | $256K | Buy |
2,931
+1
| +0% | +$87 | 0.14% | 53 |
|
|
2022
Q2 | $251K | Buy |
2,930
+1
| +0% | +$86 | 0.13% | 57 |
|
|
2022
Q1 | $242K | Buy |
+2,929
| New | +$242K | 0.11% | 64 |
|
|
2020
Q3 | – | Sell |
-5,526
| Closed | -$247K | – | 52 |
|
|
2020
Q2 | $247K | Sell |
5,526
-738
| -12% | -$33K | 0.18% | 48 |
|
|
2020
Q1 | $237K | Sell |
6,264
-397
| -6% | -$15K | 0.22% | 45 |
|
|
2019
Q4 | $465K | Buy |
+6,661
| New | +$465K | 0.4% | 39 |
|